Wealth largely absent from IMF tax guidance, benefiting the rich
Oxfam’s analysis exposes two striking discrepancies in IMF guidance depending on a country’s income level.
Wealth and Asset Management
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Franklin Templeton is experiencing strong momentum in Switzerland
Franklin Templeton has long been present in the Swiss market but maintained a relatively low profile.
Manulife Wealth & Asset Management Completes Acquisition of Schroders Indonesia
Together, the combined platform will offer enhanced scale, deeper investment resources, and a broader suite of solutions designed to deliver attractive long–term outcomes across market cycles.
International wealth management firm to launch ABS
The best solution has to be multi-disciplinary providers.
China’s HNW investors are abandoning property, providing an opportunity for wealth managers
Property is no longer trusted as a store of value, driving HNW wealth into equities, fixed income, and offshore structures and creating a clear advisory opportunity for private wealth managers, writes Heike van den Hoevel
Evelyn Partners completes the sale of its employee benefits consultancy to Howden
This milestone marks the formal transfer of EPFS and its team to Howden, completing the transaction first announced on 11 November 2025.
Lugano independent asset manager enters liquidation
The district court of Lugano issued a bankruptcy ruling for DVB Asset Management.
Nedbank Private Wealth launches Isle of Man future leaders’ initiative
“The turnout and energy at the first event was fantastic, and we were pleasantly surprised with the enthusiasm and openness of attendees,” Karim Chowdhury added.
Private credit fault lines
For a loan to be impaired, the equity cushion must first be eroded, and that erosion must originate from deteriorating fundamentals, margins and cash flows at the enterprise level.
The hidden challenges of family wealth
After a major liquidity event, wealth does not solve problems. It creates a new set of them.
Big six bank asks why $110 billion stays in deposit accounts, not invested
BMO told investors at Investor Day it is focusing on existing clients with no wealth ties as it builds out its wealth strategy
Leonteq update ahead of its Annual General Meeting
The final review of these points started in the first quarter of 2026 and is expected to complete in due course.