Managers of Wealth

The millennial generation has split, new Fed research shows: Those over 35 are edging toward boomer-style wealth, while everyone else falls behind

The Minneapolis Fed's new measure, called the homeowners-to-population ratio, or HPOP, counts individual adults rather than housing units.

Five themes the Deutsche Bank Research Institute is tracking through the rest of 2026

Those include artificial intelligence, the resilience of the US economy and ultimately the future direction of global markets.

Bangkoks Ultra-Rich Population on Pace to Lead Southeast Asias Wealth Boom

The UHNW populace in Thailand’s capital is anticipated to expand to approximately 1,840 by 2030, up from 1,210 in 2025.

The Great Wealth Transfer will be smaller than you think

Once you account for all of those expenses, and others, that $93 trillion shrinks to about $36 trillion in projected wealth that will pass to Gen X and millennial heirs over the next 20 years.

High wealth isn’t a shield from inflation, so what’s driving up costs for HNW lifestyles?

New report shines a light on wealthy population and reveals where their living costs are highest.

New guide urges wealthy investors to define goals to maximise impact

Wealthy investors often fall short on impact ambitions because they fail to define their goals clearly from the beginning, according to a new guide from leading academic and impact finance institutions.

NatWest Group commits £20 billion to drive growth across the North of England over next decade

The £20 billion ambition will support investment in areas that underpin regional growth and resilience, including energy, transport, infrastructure, regeneration and housing.

Deutsche Bank and the Sutton Trust launch research on widening access for young people in banking and finance

The findings also reinforce an important message for the financial services industry: widening access must be accompanied by clear, supported routes to progression.

Reclaiming Advisor Time: Practical Integration and Personalization for Modern Wealth Management

Practical integration streamlines operations and positions firms to add new capabilities without compounding complexity.

Three-quarters of UK millionaires would be happy to pay more tax, research finds

Despite concerns super-rich are leaving due to tax burdens, 88% of those surveyed were proud to live in UK and would pay more to fund public services

Invoice redirection scams – pause before you pay

Our fraud team experts Stuart Skinner and Nicholas Elliot explain how to be prepared and aware of the invoice redirection scams targeting the wealthy.

Budget-driven tax changes spur young wealthy Britons to double down on smarter financial planning

In response to changes announced in the 2025 Autumn Budget and broader tax changes, this younger demographic is acting far more quickly than their older counterparts.

How to Use Charitable Giving as Part of Your Philanthropy Strategy

That’s a welcome lifeline for many charities, as the number of regular donations is falling amid a cost-of-living crisis and lack of interest.

Confidence and Education Gap, not access, is the biggest barrier to investing in Investment Trusts in the UK

The survey of more than 2,000 UK adults reveals a stark divide in financial literacy and confidence between investors and cash savers.

The 0.1% have hidden more wealth in offshore tax havens than half of humanity own

The super rich 0.1% have £2.68trn hidden in accounts registered abroad, while the 0.01% hold half of that amount.

Tax instability driving two thirds of UK's ultra-wealthy to consider leaving, new research reveals

When asked what tax policies would attract them to relocate, only 18% of wealth creators cited 'lowest tax rates' as the most important factor.

Update: Managing wealth through crisis and war

How have markets responded to past geopolitical crises? What does this suggest for families' investment strategies?

Brown Shipley: Entrepreneurs act early as tax changes approach

The Budget confirmed that, from 6 April this year, dividend tax rates for basic and higher-rate taxpayers will increase by two percentage points.

Women invest, but confidence holds them back, Rathbones study finds

Women are engaged and careful planners, but feel less confident taking investment decisions, Rathbones survey suggests

UK Spring Statement 2026: Key analysis

We analyse the measures announced in the UK Spring Statement and how they could impact personal finances, investments and the wider economy.