Managers of Wealth

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.

Wealth Boom Forces Banks to Rewrite Front Office Playbook

As the report notes, «incremental moves have delivered only a fraction of what is possible», with firms that lean solely on RM headcount expansion «falling short of the larger prize.»

High Net Worth Offshore Investment Market - Global Forecast to 2030: Transformative Shifts Reshaping the Offshore Investment Landscape

The current offshore investment landscape demands adaptability and integrated frameworks that balance performance and compliance.

Comment & Analysis