Managers of Wealth

Artemis announces plans to offer global small-cap strategy

Artemis has announced plans to offer an actively managed global small-cap strategy run by its SmartGARP investment team.

From Paris and London to Washington, fiscal jitters are back

The UK has a window to move closer towards fiscal balance and may take limited steps.

HSBC AM Joins Peers With Private Equity Fund Targeting Wealthy

It’s aimed at investors in the UK, Europe, Asia, and the Middle East.

Asia’s ultra-wealthy weigh up alternatives exposures

The firm, which has over US$600 billion ($917 billion) in assets under advisory and discretionary outsourced CIO mandates, counts family offices and foundations as close to quarter of its client composition.

Most HNWIs prefer hybrid model in wealth services: survey

Nearly 40% said they are interested in attending physical investment seminars.

On the quest to become suddenly rich

“No warning can save a people determined to grow suddenly rich.”

From Mauritius to Singapore: Where HNWIs Are Buying Residency in 2025

From Mauritius’s affordable seaside option for $50,000 to Singapore’s billionaire pathway at $10 million, golden visas in 2025 cover a wide spectrum of investment thresholds.

Two Supervisory Organizations Join Forces

The two supervisory organizations for asset managers and trustees, Fincontrol Suisse and Osfin (Organisation de surveillance financière), are merging to form Osfincontrol.

Richest 10% of households hold almost half of country's wealth

A professional services firm that specialises in wealth management has cautioned that despite the figures, most households still need to be cautious with their finances.

Standard Chartered’s Brian O’Neill on bank transformations

His areas of focus include building a culture of operational resilience and harnessing technological advancements to drive value.

LPL Financial on target to retain 90% of Commonwealth financial advisors, Wolfe Research analyst says

However, Raymond James has had success recruiting Commonwealth advisors.

Mortgage Guarantee Scheme uptake still lacklustre, as rumoured budget changes risk gluing up the market

“While the government’s decision to make the Mortgage Guarantee Scheme permanent may help at the margin, it does not create homes or meaningfully lower borrowing costs.

Wealthy Americans are traveling to Europe to dodge tariffs on luxury goods

Some affluent consumers are planning trips to Europe to buy luxury goods, with the goal of bringing them back tariff-free.

Schroders Study Finds Nearly Half of Retirement Plan Participants Would Invest in Private Markets

Further, among plan participants who would invest in private assets, if offered, more than three-in-four (77%) would increase their contribution to their retirement savings plan.

‘Warren Buffett Made 99% of His Wealth After Age 50’: Billionaire Grant Cardone Says Age is No Excuse To Stop Building Wealth

The message underscores the idea that opportunity does not expire with age and that discipline and persistence can yield transformative results well beyond early career stages.

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