With more than $83tn in wealth poised to change hands across generations over the next two decades, according to UBS, families are discovering that sustaining wealth is not just about managing money — ...

As trillions change hands, global families are realising they need to invest... Kunal Nayyar, who rose to fame playing an astrophysics professor in a... As trillions change hands, global families are ...

One of the promoters of the latest shake-up is Kunal Nayyar, a tech entrepreneur and one of Hollywood’s wealthiest actors, famous for his role as nerdish, socially inept astrophysics professor Raj ...

A fully integrated AI-driven wealth management platform, says Mr Gomez, starts with cloud-native infrastructure, robust cyber ...

Opportunity zones remain a uniquely positioned tool at the intersection of private investment and public benefit. At a time ...

The largest US tech firms, currently accelerating their AI infrastructure buildout, may also be the best insulated from ...

Mr Dewan was recruited to Goldman Sachs in 1996, primarily for his expertise in the big pharma sector, which was of ...

Jessica McGawley, principal and founder of Dallington Associates, speaks with PWM deputy editor Elisa Battaglia Trovato about the often-overlooked emotional challenges faced by young inheritors, such ...

With the great wealth transfer underway, asset and wealth managers must raise awareness of the key principles of investing.

Pictet Wealth Management has seen a 33 per cent increase in philanthropic advisory demand from 2023 to 2024, reflecting a more strategic, long-term approach to giving.

Matteo Dante Perruccio, global head of corporate strategy at 3iQ Capital Management, joins PWM over a strong espresso, to ...

She explains how tailored mentoring helps them develop resilience, real-world skills, and a sense of purpose. Ms McGawley also highlights the importance of involving both families and advisers to ...