Managers of Wealth

Asset Managers’ Budgets to Obtain Alternative Data Continue to Grow

The main reason is their greater cost-effectiveness, mentioned by 87% of respondents.

Beyond the mortgage: how private banks structure debt for ultra-wealthy clients

For ultra-high-net-worth individuals, borrowing is rarely about affordability. It’s a question of strategy

Athletes, fame and money: how to build a sustainable career

In professional sports, the sustainability of an athlete’s career is not measured solely in terms of results, trophies or notoriety.

T. Rowe Price Survey Finds Charitable Giving Planning Can Strengthen Advisor And Client Relationships

Investors want more help from their advisors with charitable giving—and those who receive it report higher satisfaction, trust, and loyalty

Utmost Wealth: How Luxembourg’s framework empowers international wealth structuring

We spoke to financial advice giant Utmost Wealth Solutions about why it operates in Luxembourg and how being based in the country helps it serve its international clients

Designing better decisions

Torben Emmerling, Founder and Managing Partner of Affective, explores why much of our financial behaviour is unconscious and how smarter choice architecture can support better investment decisions.

Recap of gold’s rollercoaster ride

Despite recent turmoil, we maintain our positive medium‑term outlook on gold.

HSBC plans to implement performance-based bonus cuts – report

According to sources, underperforming employees in areas such as investment banking and wealth management will be impacted.

Why wealthy families are migrating – and why Dubai has become the leading destination

The 2026 wealth migration: What every successful family should know

Why wealth firms must act now to win Millennials and Gen Z

Expectations set by Millennials and Gen Z are already reshaping how advice is delivered, and firms that delay adapting risk losing relevance altogether.

Helvetia Baloise presents new brand identity

With the name Helvetia, we have a quality mark that can be used universally across all country units and language regions.

Sovereign bonds revisited

Correlations between bonds and equities are no longer reliably negative.

True Potential appoints Amundi as new strategic partner

This appointment is a strategic move that demonstrates our agile approach to investment management

Billionaire philanthropists face scrutiny as names emerge from Epstein documents

Some three million pages of redacted emails and communications have implicated some of the world’s richest men – and by extension, the biggest philanthropists.

From quill to quantum: Why letters still matter in the age of AI

The potential for strong company earnings is generating ongoing opportunities in the technology sector – a central industry for modern communication.

How Prada, Louis Vuitton, and More Brands Are Taking Their Luxury Style to the Ski Slopes

High-end houses are meeting demands for après-ski gear with luxe collections of their own performing gear.

What does Fed policy mean for investors?

The timing of the next rate cut may be delayed by stronger growth data and early signs of stabilization in the labor market, but the likelihood of further easing increases the importance of putting excess cash to work for investors.

Ortec Finance Continues Strong Client Satisfaction Scores in 2025 Survey

The survey outcomes underline the importance clients place on collaboration, reliability, and continuous innovation—areas in which Ortec Finance remains strongly committed.

Realpolitik, turbulence and opportunity

Geopolitical risks are high. US action in Venezuela and tensions over Greenland signal a return of sphere of influence.

Van Lanschot Kempen secures fiduciary management mandate for Holcim Group pension plans

The mandate underscores the firm’s reputation as a trusted partner, providing bespoke and innovative investment solutions to pension schemes in the UK.

Comment & Analysis