Managers of Wealth

Gen Z and Millennial High-Net-Worth Investors Are Reshaping Wealth Advice

CFA Institute survey of investors across global markets shows strong digital engagement, demand for personalization, and evolving definitions of trust

Turning wealth builders into beneficiaries: The power of good advice for small business owners

Small business owners are natural builders – driven, independent and invested in their business success.

UK banks should snap up their European rivals

The UK banks missed out that time around.

Fairy tales, patrons and many financial companies in Swiss football

The latest example is Yuh, which, after supporting the women's team, will also sponsor the YB men's team next season.

Deutsche Bank’s Asset Management Unit to Acquire 40% Stake in Indian Alternatives Firm

Additionally, DWS and NAMI will maintain strategic collaboration to develop passive investment solutions and distribute actively managed India strategies globally via DWS’s international network.

Inside Milan’s rise as a haven for the world’s wealthiest

Milan is attracting UHNWs in droves – but is there room for all of them?

Sergio Ermotti's curtain sermon

Fittingly, UBS completed the migration of customer data in Switzerland one day before the third anniversary – a milestone in the integration process

Billionaire flight deepens California’s tax crisis

The departures could cost the state an estimated $27 billion in lost revenue, undermining the measure’s projected $100 billion haul for healthcare, education, and food aid.

The Private Capital Crisis Is Real

Eight ways to protect your clients and seize opport

Orion Resource Partners completes largest ever fundraise, taking total assets under management to well over $9 billion

The fund attracted commitments from a highly diversified global investor base, including pension funds, sovereign wealth funds, and other leading institutional investors.

Do You Want To Be Rich (And Live Longer)?

These paths exist, but they are neither scalable nor repeatable, and they often end badly.

ABN Amro expands M&G emerging markets mandate

M&G, part of savings and investment group M&G plc, will continue managing the mandate using its global emerging markets investment approach.

The paradox of the long-term future of French family businesses: a valued yet threatened model

This gap illustrates the complexity of a transition that goes far beyond financial considerations.

Why Ecuador’s US$48,200 Investor Visa Is Quietly Luring Global Capital

That capital can sit in a local bank as a time deposit, be deployed into real estate, or be converted into equity in an Ecuadorian company—with no obligation to actually run a business.

Digital asset wealth management platform Abra to go public in Spac merger

The transaction consideration, in the form of newly-issued Combined Company securities, is based on a $750 million pre-money equity value of Abra.

Bermuda drives the rise of ‘on-demand’ capital in reinsurance

Reinsurance capital strategy is entering a more modular phase, increasingly designing platforms that can pull in third-party capital quickly and deploy it against risk as needed.

Over half of advised clients more worried about tax than a year ago, finds Wealthtime

Almost half (47%) report that tax rules and allowances are a major source of uncertainty, while 30% admit they are confused about pension rules.

Deutsche Bank successfully issues record-breaking 5.5 billion renminbi Panda Bond

Issuance met with strong investor demand, deepening the bank's access to China's capital markets and reinforcing its role as a bridge between China and global markets.

How to choose the private bank best for your needs

A private bank must be able to ensure the long-term growth of its clients’ wealth while planning its transfer to future generations.

Partners Group's operating profit (EBITDA) increases 19% to CHF 1.61 billion, also supported by stronger performance fees; proposed dividend of CHF 46.00 per share

Total operating costsincreased by 22% to CHF 953 million (2024: CHF 778 million), mainly driven by higher variable performance fee-related personnel expenses.

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