#wealth management
articles
Real Estate Without Keys: Russia’s Wealthy Shift to Closed-End Property Funds
Falling rates are reviving property investment, but wealthy Russians increasingly use closed-end real estate funds for s...
CBA's Private Banking Push Targets Gen Z Australians Who Want to Invest but Don't
CBA executive Susie Grehl is widening Commonwealth Private beyond high-net-worth clients after research found 70% of Aus...
Why Sales Isn't a Dirty Word for Financial Advisers
Terry Blackburn says the post-RDR rejection of pushy selling has left advice firms without a disciplined sales process —...
Why Female Same-Sex Couples Are the 'Invisible Clients' in UK Wealth Management
With 258,000 same-sex households, financial advisers can no longer treat the traditional couple as the default. New anal...
MF Industry Warns UPI Transaction Fee Could Dent Margins and Hit Small Investors
A proposed merchant discount rate on UPI transactions threatens to erode thin margins for online mutual fund distributor...
China's New 20% Tax on Offshore Trusts Sends Wealthy Scrambling to Sell Assets
Wealthy Chinese are rushing to assess and pay a new 20% tax on offshore trusts, with many planning to liquidate stocks a...
France’s Tax Tightrope: Navigating the New Rules for Living Off Your Savings
From the PFU flat tax to the CDHR levy and rising social charges, France’s tax framework for investment income is shifti...
Sudden Wealth, Quick Loss: The Common Mistakes That Destroy Lottery Fortunes
Financial experts warn that without a plan, many lottery winners blow millions on impulse buys, scams, and poor investme...
Five-Year Bank CDs at 1.60%: How Fixed-Income WMPs Are Offering Savers a Better Deal
State banks' five-year large CDs are back at 1.60% with limited online quotas. Fresh data shows over 90% of comparable R...
SpaceX Created a New Class of Ultrawealthy—Here’s What Comes Next
SpaceX’s IPO minted thousands of paper millionaires, but staggered lockups, tax traps and market swings mean the real we...
Africa's Millionaire Boom Is Rewriting Wealth Management: Mobility, Succession and the Next Generation
Africa's 122,500 dollar millionaires are set to grow 65% in a decade — and younger, more mobile clients are forcing weal...
BTG Pactual Launches Ultrablue World Legend with IOF-Free International Spending
The Brazilian bank’s new super‑premium card demands R$3 million in assets and bundles travel insurance, unlimited lounge...
CaixaBank Reorganizes Wealth Management Unit, Names Juan Llamas Director
CaixaBank shuffles its wealth leadership as assets surpass €200bn, with veteran banker Juan Llamas taking the helm and t...
UBS Sees Integration Rewards as Profit Surges 64%, Job Cuts Mount
The Swiss bank's Q2 pre-tax profit jumped to $3.6bn, driven by massive cost savings from the Credit Suisse deal. Staffin...
Goldman Sachs Playbook Maps How Family Firms Can Beat the 12% Odds of Reaching the Third Generation
Only 30% of family businesses pass successfully to the second generation, and barely 12% make it to the third. A Goldman...
UBS Unveils $3 Billion Share Buyback After Q2 Profit Surge, but Warns on Geopolitical Risks
UBS announced a $3bn share buyback after Q2 earnings beat estimates with a 17% net income jump, but warned of near-term ...
Wealthy Clients Suffer ‘Buyer’s Remorse’ as Private Banks Standardize Investment Models
Rob Agnew of Isio’s Private Office argues that the drive to scale in private banking is alienating clients with £20mn–£5...
EQT Lifts Perpetual Bid to A$22.50 in Third Push This Month
Swedish private equity giant EQT has raised its non-binding offer for Australia’s Perpetual to A$2.55 billion, a 19% pre...