Managers of Wealth

Philanthropy in Spain: social attitudes and behaviours

Even a gesture as simple as giving up one’s seat for an elderly person can be considered a selfless act of kindness towards others.

Charities face £1.5bn hit amid sharp fall in money left in wills

Previous Rathbones research has also found that volunteering as well as donations have dropped in 2025.

The future of Private Wealth: Insights from the Equiom Monaco Team

With its position as an international wealth hub and home to one of Equiom’s multilingual private client teams, the Principality offers a unique vantage point from which to observe these changes.

Liquidity strategy: Refilling for 2026 and beyond

To be effective, a Liquidity strategy should be funded with enough resources to cover three to five years of portfolio withdrawals, and invested in solutions that prioritize capital preservation.

Families, philanthropy and festive gatherings: PWM Tea Break

Dina de Angelo from Pictet Wealth Management shares her secrets of successful communication with multiple family generations over tea and festive mince pies with PWM

Dechert Advises Motley Fool Wealth Management on Strategic Agreement with Apollon Wealth Management

Dechert advised Motley Fool Wealth Management, a registered investment advisor managing over $1.5 billion in client assets, on its agreement to join the growing national organization of Apollon Wealth Management.

Geneva’s L’Escalade festival: a spirit of resistance and independence

For decades, the Escalade festival has been celebrated in our Geneva offices, becoming a cherished tradition.

Nomura seeking private debt acquisitions in alternatives push, CEO says

These aims mark the latest stage of Nomura's drive to establish itself as a global financial player and reflect the gradual diversification of financing needs in Japan as the economy finally exits deflation.

Why Elite Families Now Treat St Kitts and Nevis Citizenship as a Multi-Generational “Legal Asset Class”

Those tools remain critical, but they are increasingly incomplete on their own.

Aberdeen enters into agreement with MFS to acquire management of Closed End Funds with assets totalling £1.5bn

Through a series of mergers and reorganisations, nine MFS funds, in addition to one existing Aberdeen closed end fund, will be consolidated resulting in two active closed end funds.

How Much Richer Jeff Bezos Has Gotten Over the Last 5 Years

The word “billionaire” isn’t something just anyone can claim — only 3,028 people have that distinction. “Multibillionaire” is even more exclusive, and among the very top is Jeff Bezos.

Make Elon Musk the world’s richest man this Christmas, petition demands

The petition states the signatories would also settle for a 2% wealth tax on the superrich.

Modern classics, supercars, and Ferraris: why the classic car market is booming (and shows no sign of stopping)

For Alexis Chardigny, Senior Private Banker at Lombard Odier France and car market expert, this trajectory perfectly illustrates the way tangible assets have become a structuring pillar of alternative asset management.

Fund Channel partners with Standard Chartered for operational service

The firm will provide advanced trailer fees calculation and management solutions.

Indosuez: Asia Moves From Cyclical Recovery to Structural Transformation

This transition is particularly visible in China, where growth is increasingly driven by the service sector rather than property or heavy industry, signalling a more sustainable economic structure over time.

New Altrata study finds wealthy investors' collective investable wealth worth more than half of global annual GDP

The population with $1 million+ in investable assets represents a critical segment for wealth and asset managers, with their investable wealth of $67.3 trillion poised for 45% growth by 2030.

Luxury under pressure: tariffs, next-gen demand and sustainability

Against this backdrop, US tariffs are reshaping global trade flows, brands are recalibrating growth models and younger generations are redefining what luxury means.

Why Greece’s Golden Visa Remains the Smartest €250,000 Investment in Europe

Introduced in 2013, the Greece Golden Visa program was Europe’s answer to elite investors seeking effortless EU residency through real estate ownership or financial participation.

A tiny elite controls the lion's share of global wealth and power, says report

In stark contrast to their wealth and power, the top tier "contributes disproportionately little to public finances.

Trump 'gold card' fast-tracks US visas for the wealthy

The Trump administration has introduced a scheme for applicants who can pay $1 million to expedite their visa process. Trump says it will provide "citizenship for all qualified and vetted people."

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