Managers of Wealth

HSBC: Asia's Economy to Slow Due to Export, AI Worries

China will slow down from 4.9, 5 percent last year to about 4.6 percent this year, with deceleration anticipated elsewhere within the region

The wealthy kids of property-rich U.K. parents get the highest-paying jobs, especially sons—and new research has revealed why

Now, new research shows that U.K. parents who reaped the rewards of the country’s housing boom three decades ago set their kids up for success down the line.

Why Wealth Managers Should Think Differently About AI

Advisers may benefit most from AI when they apply it to their core competency, such as proposal generation and personalized offerings, measuring their progress against their own goals rather than those of other segments.

Three lessons from 2025

In keeping with annual tradition, our last article of the year features three lessons from 2025. We wish you a joyful festive period and a happy new year.

The University of Oxford and UBS are jointly launching the Oxford-UBS Centre for Applied AI as a pioneer for research and innovation.

The University of Oxford and UBS have announced the establishment of the Oxford-UBS Centre for Applied Artificial Intelligence (AI).

Strategic Recalibration: How Alternatives Are Redefining Wealth Management Amid Global Market Stress

The discussion began with a dissection of global equities.

The rise of alternative investments

But 2025 marks a turning point. Alternatives are now entering the mainstream of private wealth portfolios, reshaping how high-net-worth individuals (HNWIs) and their advisors approach portfolio construction.

Client-Centricity, Education, and Empathy: Inside Anand Rathi’s Preferred Strategy

In a wealth management space where the term “client-first” is often used but rarely defined, Anand Rathi Preferred has built its model around three non-negotiables: risk tolerance, investment horizon, and liquidity needs.

Donations from wealthy people increasing but lack of impact reporting a barrier, report says

The Modern Philanthropist report says that while “philanthropic giving is now the norm among HNWIs in the UK”, there remain barriers to engagement and major giving.

Race for Relevance Fuels M&A in Asset and Wealth Management

The most fragmented sector of financial services is likely to see the number of firms fall by 20% over the next five years.

Will investors continue to look through the US government shutdown?

The indifferent market response to the government shutdown is in line with historical experiences.

HSBC Digital Transformation Strategy Analysis Report 2025: Technology Focus and Initiatives, Investments, Acquisition Partnerships, Network Map, ICT Budget - ResearchAndMarkets.com

The report provides insights into company's tech activities, including its digital transformation strategies, its innovation programs, and its technology initiatives.

CIO Update – Market highs signal solidity, not stress

Stock markets have recently scaled a series of new heights. This can cause consternation among investors concerned the tide will soon turn, but we still see solid potential for risk assets. Coutts’ Chief Investment Officer Fahad Kamal explains why.

Passive fixed income misses over 200 fallen angels and rising stars since 2020

In the first seven months of 2025 alone, 13 companies have been downgraded to high yield, while eight have been upgraded to investment grade.

Gen Z turns back on property to build wealth, Revolut survey claims

Housing crisis continues to price them out of market

Banking on love: Gen Z’s financial confidence hinges on finding the ‘one’, but more than 50 per cent say cost of dating is getting in the way

The rising cost of dating, however, is an obstacle for those hoping to find the one.

Research