Professional Wealth Management

FT Wealth Management

Advisers focus on psychology to help next generation face the ‘burden’ of wealth

Advisers focus on psychology to help next generation face the ‘burden’ of wealth

By Elisa Battaglia Trovato

Wealthy families increasingly require holistic advisory services from their advisers, but relationship managers must have purposeful training and outside suppor...
Swiss schools step up efforts to educate next generation of wealthy individuals

Swiss schools step up efforts to educate next generation of wealthy individuals

By Ali Al-Enazi

Swiss boarding schools for ultra-high net worth families are helping the next generation learn how to manage investment portfolios, as are leading private banks...
Wealth firms must transform strategy to woo family offices

Wealth firms must transform strategy to woo family offices

By Yuri Bender

Investment and wealth managers used to pushing product need to develop an empathy with wealthy families if they are to penetrate this increasingly lucrative cli...

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Next generation driving force behind evolution of philanthropy in the Middle East

By Ali Al-Enazi

Philanthropy is a key focus of wealthy families across the Middle East with the younger generation interested in tackling root causes rather than symptoms....

Volatility beckons as Democrats seek to turn the tables

By Elisa Battaglia Trovato

Many wealth managers had been looking to ‘Trump-proof’ client portfolios before Joe Biden’s withdrawal, but a whole new market dynamic may now emerge....

Next generation determined to make philanthropy more effective

By Elisa Battaglia Trovato

Millennials and Gen Z are keen to put their wealth to use and take a more hands-on approach to philanthropy than older generations....

Private banks professionalise philanthropy services

By Yuri Bender

Wealth managers stress the old amateurish approach to philanthropic advisory services is no longer adequate for wealthy family clients....

Wealth managers seek broader tech themes

By Ali Al-Enazi

Private banks are questioning the sustainability of a narrowly led tech rally, which has driven some investors to seek out smaller firms transformed by AI....

Bonds back in contention

By Elisa Battaglia Trovato

Fixed income may again be offering portfolio diversification and risk reduction potential, but there is a new challenge for advisers in communicating bond benef...