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Comment & Analysis

12/17/2025

Families, philanthropy and festive gatherings: PWM Tea Break

Dina de Angelo from Pictet Wealth Management shares her secrets of successful communication with multiple family generations over tea and festive mince pies with PWM

12/16/2025

Dechert Advises Motley Fool Wealth Management on Strategic Agreement with Apollon Wealth Management

Dechert advised Motley Fool Wealth Management, a registered investment advisor managing over $1.5 billion in client assets, on its agreement to join the growing national organization of Apollon Wealth Management.

12/16/2025

Geneva’s L’Escalade festival: a spirit of resistance and independence

For decades, the Escalade festival has been celebrated in our Geneva offices, becoming a cherished tradition.

12/15/2025

Nomura seeking private debt acquisitions in alternatives push, CEO says

These aims mark the latest stage of Nomura's drive to establish itself as a global financial player and reflect the gradual diversification of financing needs in Japan as the economy finally exits deflation.

12/15/2025

Why Elite Families Now Treat St Kitts and Nevis Citizenship as a Multi-Generational “Legal Asset Class”

Those tools remain critical, but they are increasingly incomplete on their own.

12/15/2025

Aberdeen enters into agreement with MFS to acquire management of Closed End Funds with assets totalling £1.5bn

Through a series of mergers and reorganisations, nine MFS funds, in addition to one existing Aberdeen closed end fund, will be consolidated resulting in two active closed end funds.

12/15/2025

How Much Richer Jeff Bezos Has Gotten Over the Last 5 Years

The word “billionaire” isn’t something just anyone can claim — only 3,028 people have that distinction. “Multibillionaire” is even more exclusive, and among the very top is Jeff Bezos.

12/15/2025

Make Elon Musk the world’s richest man this Christmas, petition demands

The petition states the signatories would also settle for a 2% wealth tax on the superrich.

12/12/2025

Modern classics, supercars, and Ferraris: why the classic car market is booming (and shows no sign of stopping)

For Alexis Chardigny, Senior Private Banker at Lombard Odier France and car market expert, this trajectory perfectly illustrates the way tangible assets have become a structuring pillar of alternative asset management.

12/12/2025

Fund Channel partners with Standard Chartered for operational service

The firm will provide advanced trailer fees calculation and management solutions.

12/12/2025

Indosuez: Asia Moves From Cyclical Recovery to Structural Transformation

This transition is particularly visible in China, where growth is increasingly driven by the service sector rather than property or heavy industry, signalling a more sustainable economic structure over time.

12/11/2025

New Altrata study finds wealthy investors' collective investable wealth worth more than half of global annual GDP

The population with $1 million+ in investable assets represents a critical segment for wealth and asset managers, with their investable wealth of $67.3 trillion poised for 45% growth by 2030.

12/11/2025

Luxury under pressure: tariffs, next-gen demand and sustainability

Against this backdrop, US tariffs are reshaping global trade flows, brands are recalibrating growth models and younger generations are redefining what luxury means.

12/11/2025

Why Greece’s Golden Visa Remains the Smartest €250,000 Investment in Europe

Introduced in 2013, the Greece Golden Visa program was Europe’s answer to elite investors seeking effortless EU residency through real estate ownership or financial participation.

12/11/2025

A tiny elite controls the lion's share of global wealth and power, says report

In stark contrast to their wealth and power, the top tier "contributes disproportionately little to public finances.

12/11/2025

Trump 'gold card' fast-tracks US visas for the wealthy

The Trump administration has introduced a scheme for applicants who can pay $1 million to expedite their visa process. Trump says it will provide "citizenship for all qualified and vetted people."

12/10/2025

Half of wealthy individuals don’t keep written record of financial gifts

Charles Stanley highlighted that keeping written records of gifts is essential to avoid IHT bills

12/10/2025

The ultra-rich are claiming an increasing share of global wealth, report shows

The ultra-rich could easily fill a football stadium.

12/10/2025

Strategic asset shifts diversify for the decade ahead

Geopolitical fragmentation is driving spending in developed economies and creating opportunities in emerging markets.

12/09/2025

Healthcare Costs Reshape Global Map for Migrating Millionaires

Global mobility is no longer simply about tax or lifestyle arbitrage.

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