Managers of Wealth

How Rich Has Elon Musk Been During Every Decade of His Life?

He made his huge fortune over many years by starting up new companies and investing money in existing ones.

Swiss Finance Institute receives new addition from the Rhine knee

The latest addition is also the oldest university in Switzerland.

Need for financial advice drives more secondary accounts to wealth management firms

J.D. Power's study suggests that many "competitive" providers may already be doing so.

How Macquarie wins from BlackRock’s 20-year infrastructure bet

BlackRock’s acquisition of Global Infrastructure Partners suggests the local market may be underestimating the value of it Macquarie’s world-leading asset management empire.

The top 10 cities around the world with the most ultra-wealthy people

Less than 1% of the ultra-high net worth group is comprised of billionaires

40% of Swiss companies hedge their currency risks – estimates of economic development are mixed

As of the end of 2024, the companies surveyed expect the EUR/CHF exchange rate to stand at 0.95. For the US dollar, they forecast a rate of 0.90 against the Swiss franc.

Seven Cambridge Advisors Split To Form Stonepath

The firm is led by Lauren Renee Golba, president, and Matthew Thomas Golba, CEO.

More than a third of women say they would not be able to afford everyday spending in a recession

Female finances under greater pressure than during the pandemic

Philanthropy funds community services as UK state support withers

High-earning donors increasingly keen to channel their wealth directly into grass roots projects

How To Get The Most From Your Wealth Management Providers

But how can you make sure the relationships your family office forms are successful?

George Soros and his Swiss bank connection

The name Ceresio Investors does not immediately suggest that it is a Swiss bank.

Generali top performer in the .Sustainability ranking by Lundquist

Generali ranks third among the Italian companies that best communicate sustainability on their website and social networks.

Millionaires Share Practical Financial Tips in New Research from Ameriprise Financial

Investors with $1 million or more say "financial planning and investing" is the No. 1 action that helped them build wealth, followed by "making a good income" and "living within my means"

Building the optimally sized equity portfolio of global leaders today

The test conducted indicated that 25-30 stocks is indeed enough to “diversify away” any statistically significant non-systematic risk from a given equity portfolio.

Global billionaire tax could yield US$250 billion, EU researchers say

Billionaires’ personal tax in the US is estimated to be close to 0.5 per cent and as low as zero in otherwise high-tax France, the EU Tax Observatory said

What is the state of the London property market in 2023?

Leading property agents tell Spear’s that international UHNWs still want homes at the very top end of the super-prime market, while a reduced development pipeline may protect prices for the next few years

33 Focus Partner Firms Named to Forbes/SHOOK 2023 List of America's Top RIA Firms

This list is based on a national survey conducted by SHOOK Research, including qualitative and quantitative factors such as telephone and in-person interviews with the firms being reviewed.

Research reveals pension funds, institutional investors and wealth managers increasingly favour multi asset credit strategies

In terms of the key benefits that MAC strategies offer, more than two-fifths (43%) say optimal investment outcome through the economic cycle is the most important.

HNWs increase digital engagement: Research

The research also noted tax reporting, simplicity around access, and record keeping as the top digital features HNWs appreciate.

Wealth Managers are shopping for bargains amid wide discounts, research shows

This was up from 12% in the previous survey covering Q3 2022.