Should you trust AI to manage your money? The finance industry is betting you will
“Talk to Chuck,” goes the famous ad slogan for Charles Schwab. These days, though, investors are just as…
Why the super-rich are quietly going borderless – The Armchair Trader
The world’s wealthiest investors are rethinking the foundations of portfolio strategy, shifting beyond traditional asset allocation towards a…
Perpetual sells wealth division for $550m
Perpetual has confirmed it has entered into a binding agreement with private equity firm Bain Capital to sell…
How I spend my currency … with Khanyi Nzukuma
As CEO of Glacier by Sanlam, Khanyi Nzukuma focuses on wealth preservation and bespoke investment solutions. Having led…
UBS Bets on the Rise of Asia’s Female Wealth Segment
UBS Bets on the Rise of Asia’s Female Wealth Segment UBS Global Wealth Management’s Asia co-heads Amy Lo…
Europe’s millionaires are taking kids to bespoke events to prepare them for wealth transfer
The $90 trillion Great Wealth Transfer is set to rebalance the generational income gap as the Silent Generation…
Great Wealth Transfer is already happening as millennials hitting ‘Peak 35’ are richer than ever
Thirty, flirty, and thriving. Forget the dirty thirties: millennials are now entering their era of earning, and they’re…
New J.P. Morgan Research Sheds Light on the Wealth Dialogue Between Generations
GENERAL RISKS & CONSIDERATIONS. Any views, strategies or products discussed in this material may not be appropriate for all…
Karen Webster’s 2026 Trends: Longevity Changes Inheritance
Alvin Hellerstein is a 92‑year‑old judge presiding over a high‑stakes case involving Nicolás Maduro. While once we would…
Godrej Industries eyes wealth management push with fresh subsidiary
The listed holding company, Godrej Industries Ltd, last week incorporated a new subsidiary, Godrej Investment Ltd, which will…
Ex-Julius Baer Banker Joins Hong Kong EAM as COO
Ex-Julius Baer Banker Joins Hong Kong EAM as COO A former Julius Baer managing director has joined a…
The world’s wealthiest families adopt these 7 key habits for success, according to JPMorgan
If you have dreams of joining the billionaire’s club one day, the best place to start might not…