Managers of Wealth

Why your crypto wealth may never make it to the next generation

Many people neglect to account for cryptocurrency in their estate plans, or they don’t let their heirs know how to access their crypto holdings.

The Crucial Role of IFCs in Cross-border Philanthropy

Together, their insights underscore a shared a key message that Jersey is uniquely positioned to lead and demonstrates how finance centres can make a big contribution to tackling global issues.

CIO Lens: Bubbles, brooding and balance

On the other hand, global equity markets have delivered strong double-digit returns, supported by a continued optimism on Artificial Intelligence (AI), a resilient economy, accommodating central banks and good corporate profitability.

Is it time to add to European equities?

As a result, European equity prices have remained steady since the summer.

Over £1 million in investments? What the Budget means for your finances

The Chancellor’s Autumn Budget continues a now well-established trend, reinforcing what we’ve seen in recent years.

Royal London Asset Management launches four new funds for Australian investors

Building on the appointment of Sydney-based Kevin Haran earlier this year, yesterday’s announcement introduces the first four active funds to the local market, underscoring its continued commitment to investing into Australia.

Melinda French Gates slams billionaires who aren't giving away enough of their wealth

She said those who have benefited from businesses in the US should give back "far more than they are."

Helvetia Finalizes Merger with Caser in Spain

The combined entity will serve more than 2,5 million customers and employ over 7'000 people in Spain.

When is the best time to pass on wealth?

Find out why passing on wealth during your lifetime could make a more meaningful difference to your family’s financial future.

Bridging the AI ambition gap in asset management: Global survey

Most firms know they need to respond: 73% of executives say AI is critical to their organisation’s future, and the pressure to turn early pilots into measurable results is growing.

Switzerland Rejects Ultra-Rich Tax: Why CEOs Still Call It the World’s Top Wealth Haven

Switzerland’s “No” Vote Sends a Loud Signal to Global Wealth: The Haven Strategy Is Intact

Even millionaires don't feel wealthy these days

Even the wealthiest Americans worry about money, the study found.

What The Burgeoning UHNW Clientele Wants From Advisors

Family Office Executives Share 2026 Predictions And Trends In UHNW Client Demands

Outlook 2026: spectacular spending, unspectacular growth. Emerging markets and gold in focus

In addition to the impact of import levies, policy uncertainty, fragile geopolitics and tense US-China relations look set to persist.

Swiss gold and Rolex gifts to Trump arouse ‘disgust’ in Europe

Billionaires gave desk clock and engraved gold bar weeks before Trump slashed tariffs on imports from Switzerland

What wealth portfolios are missing — and why it matters for individual investors

We believe these sorts of high-quality investment solutions should be available to individuals for both their institutional and personal savings pots

Everyone benefits from wealthy fellow citizens

So damage was already being done. But the resounding message from the people will boost the country's appeal.”

CIO continues to expect two more rate cuts through the first quarter of 2026

Fed funds futures now imply an 84% probability of a 25-basis-point cut at the next policy meeting, up from 50% last week.

Why UK MPS is next after the US TAMP market's explosive growth

By Kendrick Wakeman, CFA, CEO and Co-Founder at WealthTech Strategy Partners

Investec and Carlyle AlpInvest partner on debt fund

Carlyle AlpInvest structured credit secondary transaction and provided significant new capital to launch the fund.

Comment & Analysis