Lombard Odier aims to “dial up” its focus on the UK’s “growing population of entrepreneurs” as part of a wider strategy to expand its domestic franchise and support the country’s next generation of ...

A quiet but profound shift is underway among wealthy Americans. It is not just about money — it is about mindset.

Portfolio Manager, Colombia Threadneedle Investments.

At Merrill Center for Family Wealth, a dedicated think-tank within Bank of America Merrill Lynch, financial literacy is being ...

Before the Covid lockdown, family offices were barely mentioned at the summit, convened in the shadow of Monte Carlo’s famous Place du Casino. But since then, they have become a major area of focus.

India offers a rare mix of strong growth and defensive characteristics, an increasingly rare combination in today’s world.

Holding court in the speakers’ quarter — Godfather-like, never having to move from his chair — was Martin Gilbert. Co-founder of Aberdeen Asset Management in 1983, long before it became Europe’s ...

Erik Vrij, head of legal at First Abu Dhabi Bank, talks to PWM about how the financial fiction he writes in his spare time reflects the incredible world of tycoons, dysfunctional families and intense ...

He took over as global head of the BNY Investments & Wealth business, overseeing $2.2tn in assets, in 2024, joining BNY from Nuveen, where he was CEO of the asset manager of TIAA, with a major focus ...

Launched in 2009, the Global Private Banking Awards aim to gather qualitative and quantitative information from private banking groups to be able to give a set of awards for excellence. The ...

Owners of family businesses are starting to realise they need to empower their children to take over, but need help from private banks to meet the succession challenge. While most family business ...

Share ArticleShare Kyiv’s investment funds, law firms and high-tech start-ups are preparing for international reconstruction of Ukraine, but this depends on an end to Russian aggression and more ...