Comment & Analysis
5222 articles found
Deutsche Private Bank’s Cora Chiu: Infrastructure is at the core of global themes
As part of a series of interviews with alternatives experts at Asian wealth managers and private banks, FSA speaks with Cora Chiu, managing director, head of investment management North Asia, Deutsche Bank – Private Bank. What key trends do you see in alternatives? CIO view: Among private markets/real assets, we currently prefer private […]
Why Selectivity Matters in Today’s Markets
Key Takeaways The recent market pause appears to have cooled overheated trades and left the equity rally on healthier footing. Investors are now scrutinizing AI spending more closely, favoring companies with clearer paths to profits. In addition, higher long-term rates can encourage more disciplined borrowing, helping direct capital toward stronger opportunities and potentially staving off […]
When advisers stop thinking for themselves
Two advisers recommend the same unsuitable allocation to two different clients. The first built it himself, misjudged the client’s time horizon, and signed off on his own error. The second accepted an AI-generated recommendation without checking the underlying assumptions and passed it along as her own advice. Both clients suffer the same loss. Only […]
Why India's Super-Rich Are Buying A 'Plan B' Abroad For Their Families
For India's ultra-rich, moving abroad is no longer simply about expanding a business or sending children to a foreign university. A growing number of ultra-high-net-worth individuals (UHNIs) are now looking at overseas residency and citizenship as part of their long-term wealth strategy. For some, it is about succession planning. For others, it is a […]
Wealth Management Industry to Reach $180.90 Trillion by 2031 as Digital Advisory and Private Markets Accelerate Growth
The "Wealth Management – Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2026-2031)" has been added to ResearchAndMarkets.com's offering. The market report analyzes the industry by client type, asset class, provider type, delivery model, and geography. Market forecasts are provided in terms of value in USD. The global wealth management market is […]
How wealthy families are rewriting their philanthropy playbooks
Many of the world’s wealthiest families are using their financial resources to help their communities and to address society’s greatest challenges. The trend reflects a growing desire among these families to turn their wealth into real and lasting impact. Just cutting a cheque doesn’t cut it anymore. From charitable giving to strategic philanthropy […]
Wealth manager and law firm partner on IHT/pensions support
Depledge Strategic Wealth Management and Ansons Law have partnered to support clients with the “potentially disastrous” inclusion of unspent pension pots in inheritance tax (IHT) calculations. The firms highlighted the IHT increases clients are set to face, with both organisations having seen a marked rise in estate and succession planning enquiries so far this […]
Former Rye Resident and Founder of The UHNW Institute Dies at 68
Stephen Emanuel Prostano, 68, of Greenwich, Conn. (formerly of Rye) died on Aug. 11, 2026. Steve faced health challenges over the last several years with quiet strength and determination. Born on Aug. 30, 1957, to Joyce and Emanuel Prostano, Steve grew up with his younger sister, Loren (Prostano) Hayden, in Hamden, Conn. At […]
Collector car market: performance, trends, and opportunities
Over the past two decades, the global collector car market has matured from a niche enthusiast pursuit into a recognised alternative collector asset class. In doing so, it has become increasingly relevant to wealth managers and family offices looking beyond traditional financial instruments. Depending on the parameters used to define the market, the total […]
FCA warns wealth managers over fees, financial crime and AI risks
The FCA has warned wealth managers to strengthen standards around fees, fair value and financial crime controls, while managing the risks associated with growing AI adoption across the sector. Lucy Castledine, director of consumer investments at the FCA, said the UK wealth management sector had a “real opportunity” to help more people invest with […]