Managers of Wealth

Fundment offers advisers climate philanthropy tool

Through partnership with the Global Returns Project

Uncovering behavioural biases when investing

With the right approach, investors can counteract the behavioural biases that could otherwise lead them astray.

Man GLG pulls plug on water fund and team exits 18 months after launch

Managers Yohann Terry and Jann Breitenmoser have left the group following the closure of its first Article 9 fund.

Investing in private assets: what does the future hold?

Historically, the best years for private equity have often been the crisis years – 2001 or 2008 for instance.

Tough economic conditions taking toll on advice profession – NextWealth

Report also highlights ‘clear distinction’ between ‘planners’ and ‘advisers’

The Emergence of a New Class of Super-Rich

This fast-growing global elite of highly influential super-wealthy movers and shakers boast investable assets of USD 100 million or more.

Bosses Offering Bonuses for a Return to the Office

The majority of top managers see geopolitical risks and the fragmentation of the international order as the main obstacles to growth.

8 Signs You’ve Jumped From Middle Class to Wealthy

While defining each class is tricky, there are several clear indicators separating the middle class from the truly wealthy.

Teodoro Cocca: «How good is the new UBS?»

The even greater management challenge than the integration of Credit Suisse is to exploit the long-term competitive advantage of a much larger UBS.

Is Asia's next generation ready for $2.5 trillion wealth transfer?

It takes a long time for Chinese parents to feel prepared to give their children possession of assets,” says Jocelyn Tsao, who heads Withers’ family team in Hong Kong.

Swiss Life relies on the power of the midnight sun

Swiss Life Asset Managers have purchased an entire portfolio of solar rental contracts from the Norwegian company Otovo .

Markets undermined by rate worries

Instead, the rise in yields appears largely due to technical forces operating at the long and ultra-long end of the curve.

Citigroup outlines process for layoffs, reassignments in global staff memo

Employees whose jobs are eliminated may be eligible to apply for other positions, and the company will offer severance pay and notice periods where eligible

The UBP EAM team’s guiding principles are quality and selectivity

UBP has a Tier 1 ratio of 27.3% and a short-term liquidity ratio of 262%, both of which make it one of the sector’s best-capitalised banks.

Monthly update: have interest rates finally plateaued?

Interest rates, the rising oil price and China’s challenges are all on investors’ minds this month.

Five Areas Demanding Future Readiness In Wealth Management

Keeping up with these myriad developments while still trying to maintain double-digit growth can be overwhelming.

T. Rowe and Oak Hill Start Private Credit Fund for Mass-Affluent Market

T. Rowe Price, which has $1.4 trillion of assets under management, acquired Oak Hill in late 2021 to expand into alternative markets.

Brazil and China show emerging markets’ diverging fortunes

One of the key setbacks for emerging economies this year has been China, where historical rebounds in domestic demand have lifted others’ industrial activity.

Singapore Banks Tighten Scrutiny

Singapore authorities are tightening due diligence across the financial sector after the scandal exposed in August 2023.

Patrick Stauber: A Modern Private Banking Hybrid?

Traditionally, private banking was a realm for prominent bank houses, offering their clients exclusive services.

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