Managers of Wealth

Does borrowing make sense in 2025?

Borrowing can form part of a prudent financial plan, although the risks should be carefully considered.

Man Group’s bond star: The three tenets that keep Jonathan Golan on top

Jonathan Golan remains bullish on financials and European bonds after racking up his 48th Citywire AAA rating in a row.

PwC report highlights opportunity for Channel Islands wealth managers to ‘step-up’ pace of transformation

The report shows that the performance of the Channel Islands wealth management sector appears strong at first glance, but a deeper analysis reveals a more nuanced picture.

LGT Group chair Prince Max warns against abandoning ESG principles

The three dimensions of ESG are relevant for every business and should be assessed by smart investors in their investment decisions.”

Nurturing young talent: UBP’s Graduate Programme

This season marks the beginning of an exciting journey for the new arrivals, who will embark on a twelve-month rotation across various departments, locations, and teams before they settle into their future roles.

ING enters private markets deal with Macquarie

The deal expands the Dutch bank's partnerships with several other large alternatives providers.

Generational shift meets AI as family offices future-proof their fortunes

Family offices boost tech and caution as generational wealth transfer and market uncertainty accelerate

Schroders Capital receives £500m from Nest for further private equity investment

Rachel Farrell, Director of Public and Private Markets at Nest Invest, has praised Schroders Capital in helping Nest’s members benefit from these types of high-value deals.

Berenberg Expands Fund Distribution with Clearstream Partnership

Under the new arrangement, Berenberg will leverage Clearstream’s fund distribution platform and its suite of services covering trading, custody, and trailer fee processing, designed to deliver a comprehensive, end-to-end solution.

Future-proofing wealth by investing in tomorrow’s people

Investing in the fast-moving world of work, an under-recognised frontier, will likely prove a key strategy for the portfolios of wealthy families

UBS opens new Advisory Office in ADGM

The move reflects UBS’s long-term commitment to the region’s evolving financial ecosystem and its dedication to serving clients seeking sophisticated solutions and global connectivity.

Bank Frick Joins GenTwo's AMC Creator, Enhancing Digital Assets Capabilities and Providing EU Access

With a comprehensive in-house infrastructure covering issuance, custody, paying agent, and collateral services, Bank Frick contributes proven expertise and regulatory strength to the platform.

Citigroup: Third Quarter 2025 Results and Key Metrics

This compares to net income of $3.2 billion, or $1.51 per diluted share, on revenues of $20.2 billion for the third quarter 2024.

Cornèr Bank announces full acquisition of Lugano wealth manager

The bank already took a 30% stake in Finpromotion in 2022.

2025 RBC and Campden Wealth Report: North American family offices adapt to uncertainty and embrace AI, innovation

Following volatility in early 2025, family offices are transforming caution into opportunity to position themselves for sustained success

Guernsey Private Wealth Forum identifies education and communication as the key to supporting the next generation of wealth creators

The London-based conference featured two panel sessions, addressing the theme From Startup to Legacy: Building and Preserving Wealth.

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Wealth and Asset Management