Managers of Wealth

J.P. Morgan: Sports is a Top Investment Focus for Billionaires

In fact, sports was ranked as the fourth leading key sector for investments, behind real estate, technology and energy.

10 phrases quietly wealthy people would never say in casual conversation

Quiet wealth skips status scripts - no price drills, brand flexes, or “do you know who I am”—and speaks in value, context, and quiet care.

Ahlström family rewrites rules of philanthropy

A pioneering Finnish family is looking beyond finance to drive systemic change, investing in cultural capital and linking with expert partners in developing countries

Erste review: Broker wins seven international awards, reinforcing CEE private banking leadership

Its focus on sustainable investing, supported by a unified Chief Investment Office and ESG-integrated research

Will Mamdani’s Proposed Millionaire Tax Save Or Sink New York City?

Zohran Mamdani won over New York City voters by promising to make the city more affordable with a rent freeze and free services funded in part with an added tax on the rich.

Hong Kong sees jump in demand for new accounts and assets

Wealthy clients at private banks prefer Hong Kong over other wealth management centres, according to a report from the PWMA and KPMG China.

AI and health: the healthcare system in the age of digital transformation – an encounter with Solène Vo Quang

Artificial Intelligence (AI) is enabling a new era of predictive medicine, detecting subtle signals early and allowing timely interventions that cut hospitalisation and structural costs

Defence begins at home

As the pandemic showed, anything that threatens economic activity or public health can become a strategic necessity demanding investment.

CEO of Southeast Asia’s largest bank warns investors: ‘Buckle up, we’re in for a volatile ride’

Morgan Stanley CEO Ted Pick said at the same summit that investors should welcome periodic pullbacks, calling them healthy developments rather than signs of crisis.

Tag: Barclays Private Bank and Wealth Management

The report also draws on data from PitchBook and Barclays research, covering global private capital activity through the second quarter of 2025.

Millions in write-offs at BLKB and the lessons to be learned from them

The report reveals shortcomings on several levels – particularly within the bank's board of directors, as the supervisory body is known.

The Intelligent Allocator: the comforting illusion of market timing

The notion of waiting for the ‘right moment’ or a 'better level' sounds appealing, but deserves to be tested not as a ‘prediction’ but through historical evidence and experience.

Wealthy investors expected to drive $32 trillion alternatives boom

A recovery in IPOs and mergers, falling interest rates and the AI boom will all drive a new growth cycle in private markets.

Millennium Management divests 15% stake to investor group

This stake sale shifts the ownership structure of the hedge fund, which was previously entirely owned by its founder.

China’s wealthy flock to Hong Kong for global investment opportunities, banker says

China Citic Bank International invests in new private banking centre as cross-border wealth customers triple, Wendy Yuen says

What do Fed rate cuts mean for investors?

While the tone of the meeting was more hawkish than markets expected, we still expect another 50bps of rate cuts between now and the first quarter of 2026, and with policy rates set to fall, we advise investors to put cash to work.

Rate cuts remain in store despite a cautious Fed

This marks the second rate cut of 2025 and brings the total reduction since the easing cycle started in September 2024 to 150bps.

M&G opens 206 new homes in the Netherlands, with 90% in the affordable segment

Institutional capital deployed to deliver affordable, sustainable homes in supply-constrained urban markets.

Private Markets Annual Report 2025

Within the report we explore how the emergence of sophisticated digital platforms, new regulations, and more agile fund structures are broadening participation and lowering barriers to entry.

Residential property prices will rise by 0.8% in the third quarter of 2025.

Compared to the same quarter of the previous year, inflation was 5.2%.

Comment & Analysis