Managers of Wealth

Population of UHNWIs grows by 5.4% in just six months, study finds

This dominance is largely driven by United States, which is home to the largest number of UHNWIs globally, with 192,470 individuals controlling a combined $22.3tn in wealth.

Fit for the future of asset and wealth management

The firms pulling ahead by 2030 are making clearer strategic choices and aligning their organisations behind them.

Michael Gold Explains Why Ultra-Wealthy Families Need Specialized Advisory Services

Many families now manage operating companies alongside complex investment portfolios, with assets spread across multiple jurisdictions, entities, and generations.

Beyond growth: an evening focused on how founders are rethinking wealth, risk and legacy

As conversations around entrepreneurship evolve, founders today are thinking far beyond scaling revenues.

Sub-outsourcing to a strategic partner

These include treasury financing and advisory, and global markets solutions.

AI: A global tale of creative destruction

In the latest monthly letter from our Chief Investment Officer, Fahad Kamal explores the story of AI and productivity, and highlights our latest investment views and positioning.

‘Italy has the best benefits’: Milan takes on Dubai as home for the super-rich

With the UAE under fire from Iranian missiles, wealthy investors are turning to Italy’s flat-tax haven

Endowus Hong Kong Introduces BlackRock iShares Low-Cost Hong Kong Dollar Index Funds to Its Retail Clients

These index funds seek to provide investors with cost-effective ways of getting exposure to global government bonds as well as global and local equities.

Julius Baer bursary scheme returns for fourth year in Guernsey

Preference is given to students studying towards a relevant degree with an interest in pursuing a career in financial services.

From crisis to stewardship: how governance protects families and wealth

First generation founders experience various stages of life and business in a relatively short period of time.

Five Tips for Navigating the Generational Divide in Philanthropy

Best practices to help wealthy families bridge the gap by embracing their differences.

Valartis Group reports slightly declining consolidated earnings

The Valartis financial group describes its operating performance in the past financial year as solid. The difficult environment in the banking and flower industries had a negative impact.

Conflict, energy and markets: charting a course for investors

In currencies, the dollar’s strength should remain temporary, and weakness to resume once the Fed cuts rates and overvaluation normalises.

Germany - Cautious recovery pressured by geopolitical uncertainty

The German economy showed early signs of improvement at the start of the year.

Lazard Head of Global Power, Energy & Infrastructure George Bilicic on Bloomberg TV and Yahoo! Finance at CERA Week

Joining Bloomberg's Julie Fine, George explored how the Iran conflict is reshaping investor appetite for energy investments and the evolving landscape of renewable energy.

Philanthropy in aid is growing — and it's billions more than we thought

Local philanthropy for development is bigger than previously reported, a new OECD report shows.

Warren Buffett admits his original philanthropic plans were not ‘feasible’—he’s instead left his three kids $500 million a year to give away

Though he no longer holds the title of world’s richest man, Buffett’s net worth sits around $144 billion

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