Managers of Wealth

UBS Job Cuts Spark Discussion

The next «major milestone» in the integration of Credit Suisse (CS), acquired in 2023, is the migration of Swiss clients to UBS’s platforms and systems.

Costs of privately schooling next generation set to nearly double

With A-level results day approaching, Weatherbys Private Bank’s annual school fees study reveals the impact of VAT and inflation on private school fees for the next generation.

Greece Ranks Among Top Destinations for the World’s Ultra-Rich in 2025

This phenomenon reflects a broader trend of wealth redistribution, driven by the global elite’s search for new homes offering superior quality of life, investment opportunities, and tax advantages.

Apollo Funds to Acquire Kelvion, a Leading Global Provider of Heat Exchange & Cooling Solutions

Triton to retain minority interest in Kelvion

Benchmark empowers young people to foster financial literacy ahead of Financial Awareness Day

Financial Awareness Day is a great opportunity to highlight the importance of financial literacy and support improved dialogue about money matters at every stage of life.

Family Wealth Office Market Is Going to Boom | Major Giants Bessemer Trust, Lombard Odier, Northern Trust

The market is currently expanding its reach.

Dubai joins the world’s top 10 cities where the ultra-wealthy buy second homes

Global luxury property hotspots shift as Dubai gains ground

How Switzerland became a powerful engine for global unicorns

Homegrown talent, world-class education and research institutions, investment from global tech giants and a diaspora of entrepreneurs has created a generation of Swiss founders with stellar track records

No savings? Here’s how Warren Buffett’s teachings could help you build wealth

Once there’s money to invest, ideally within a Stocks and Shares ISA, Buffett tells us to focus on buying quality assets.

Zurich's newest gourmet secret – soon a hotspot for bankers?

It is the first restaurant in Zurich dedicated entirely to the art of Kappo – a subtle culinary discipline that combines cutting and cooking.

Standard Chartered marks second edition of flagship Young Entrepreneur Programme with focus on AI and wellbeing

Programme welcomed 50 participants of 12 nationalities from eight markets1 in Singapore

UBS Announces San Juan, Puerto Rico Office Modernization to Enhance Client and Employee Experience

New office presence affirms UBS’s long-term commitment to the Puerto Rican market

High-net-worth parents choose charities over children amid inheritance concerns

Nearly two-thirds (65%) say they would make inheritance access conditional on achievements, such as qualifications.

FWD Group begins trading as a publicly listed company

The company intends to use the net proceeds of the global offering to further enhance its capital position and financial flexibility

London calling, but not as loudly as before

The ‘golden age’ for UK prime property is fading as wealthy investors rethink their strategy, allocating instead to data centres, energy storage and military infrastructure

FNZ Group losses rise to $688m as new PE management changes tack

The platform tech giant put the losses down to the increasing costs of IT change projects and migrations.

Pharma stocks face pressure on tariff and pricing fronts

A recent investigation under the Act was initiated by the Department of Commerce to determine whether pharmaceuticals meet this definition.

Gender imbalance in advice hindering intergenerational wealth transfer

Both findings, the firm suggested, could be a result of the lack of female advisers in the profession.

UAE tops the global race for millionaire migration

As high-net-worth individuals flee economic uncertainty and political instability, the Emirates is emerging as the world’s top destination for relocating wealth

HKMA CEO: Local Asset and Wealth Headcount Could Double

Some private banks have expanded their office spaces, increasing their floor area by some 35 percent to over 50 percent.

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