Managers of Wealth

UBS Looks to Rich Women After Long Australian Wealth Hiatus

“UBS should never have left,” Michael Marr says in interview

High net worth individuals are increasingly cutting spending on luxury goods

Latest research from financial planning firm Saltus shows 17% of high net worth individuals have cut down on luxury items and designer clothes specifically

InvestHK highlights Hong Kong's advantages as international asset and wealth management hub at Lugano Finance Forum

The gathering, which focused on asset management, investment tools and fundamental analysis, gathered a diverse array of investors and financial professionals.

Australia’s Top 150 Financial Advisors

Continued rankings in national survey of top advisors attest to our commitment to excellence

New York dominates billionaire boom as global wealth shifts

Economic challenges in China have led to a decline in the number of billionaires across its three major wealth hubs.

Anneka Treon: From head to heart

It’s one that she believes, in business, can lead to better results for everyone.

Steward Partners Acquires Mainstay Wealth Management Continuing Rapid Growth Trajectory

The latest addition to the Steward Partners platform yields an additional $850 million in client assets

The world’s best premium bank accounts – and how to get one

For the very wealthy, a private bank can open the door to plush offices, exclusive events and top-notch customer service.

The Gift That Keeps On Giving - How Philanthropy Can Strengthen Client Relationships

It also presents a perfect client engagement opportunity for wealth managers.

How much of Musk’s wealth comes from tax dollars and government help?

In the new role, Musk will help direct policies on a wide range of issues and government bodies, including those that regulate his many business interests.

Company insolvencies remain high – and outlook remains bleak for many businesses

Many businesses remain in a perilous position following a long period of high borrowing costs, high inflation and consumers tightening their purse strings.

Mirovα, Creating Sustainable Value - November 2024

As a result, interest rates rebounded sharply and bond markets plunged, with global bonds recording their worst monthly performance for two years.

New York City Is Home to the Most Billionaires in the World: Report

New data revealed the places where the UHNW population is flocking to.

Dealing with rising costs for businesses: 5 ways to get ahead in 2025

These five key areas can help you manage costs and stay ahead in 2025.

Morningstar Wealth introduces a new consolidated reporting tool

Moreover, the tool allows reports to be personalised and linked to individual accounts, multiple products, or entire family groupings, catering to the specific needs of financial advisers and their clients.

Scotia Global Asset Management announces November 2024 cash distributions for Scotia ETFs

Mutual funds and ETFs are not guaranteed, their values change frequently and past performance may not be repeated.

Key Takeaways From Our First Diversity in Asset Management Report

Our study found that women as well as Hispanic and Black individuals are underrepresented on investment teams.

CaixaBank sets business growth and transformation as the pillars of its new Strategic Plan

The Group will be venturing into a new phase after successfully wrapping up its 2022–2024 Strategic Plan.

Julius Baer: Succession Planning is the Leading Family Topic

Intergenerational wealth transfer and succession planning has moved up from second place [in 2023] to emerge as this year’s top family-related topic across every single region

New hires love Jefferies’ cash bonuses. Just don’t try to leave

The bank that traces its roots back to the 1960s also makes demands of dealmakers that are highly unusual in Australia such as a so-called break-up fee for wavering recruits, and clawbacks of those upfront and annual bonuses for those who leave.

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