wealth management

Page 3 of 7

Photo of business persons talking in an office
Personal Finance

Family offices are booming: Inside the secretive finance centers that cater to billionaires like Jeff Bezos and the Walton family

By
February 11, 2025
Julius Baer announces 400 job cuts, executive board revamp
Finance

Julius Baer announces 400 job cuts, executive board revamp

By Noele Illien and Bloomberg
February 3, 2025
Nicolai Tangen, chief executive officer of Norges Bank Investment Management, during a panel session at the World Economic Forum (WEF) in Davos, Switzerland, on Wednesday, Jan. 22, 2025.
Finance

CEO Nicolai Tangen, whose Norway wealth fund owns $173 billion of the Magnificent 7, tells investors to sell U.S. tech stocks

By
January 22, 2025
Learning the ropes of his industry through first-hand experience.
Personal Finance

Can AI replace financial advisors? Experts warn against using AI for much besides basic financial advice

By
January 13, 2025
Multigenerational family enjoying cruise on a yacht
Success

Millionaire parents are taking Gen Z kids to bespoke conventions to prepare them for the $90 trillion Great Wealth Transfer

By
January 9, 2025
From scavenger hunts to escape rooms: How the wealthy gamify their finances to prepare heirs for multi-million dollar windfalls
Personal Finance

From scavenger hunts to escape rooms: How the wealthy gamify their finances to prepare heirs for multi-million dollar windfalls

By
January 8, 2025
Women working together in a co-working office
Personal Finance

Wealth managers warn investors to watch out for these 3 major themes in 2025

By
January 6, 2025
Business people handshaking across the table during a meeting in modern office. Group of business persons in business meeting. Three entrepreneurs on meeting in board room. Corporate business team on meeting in the office.
Success

Europe’s billionaires—who pay their family office CEOs just $370,000 a year—are worried they can’t find the talent to manage their fortunes

By
December 5, 2024
Couple visiting Valencia
Personal Finance

Had enough of the U.S.? Consider this first, says a former American and relocation expert

By
November 30, 2024
Planning a charity gift? Try these 401(k)-style accounts to max giving—and lower your tax bill
Personal Finance

Planning a charity gift? Try these 401(k)-style accounts to max giving—and lower your tax bill

By
November 29, 2024
A ‘money talk’ be the best gift to give your family this holiday season, experts say
Personal Finance

A ‘money talk’ be the best gift to give your family this holiday season, experts say

By
November 28, 2024
Two businessmen in the shadows doing a transaction
Finance

Leaked Morgan Stanley documents reveal 1 in 4 ultrawealthy clients raise a red flag

By
November 26, 2024
Warren Buffett issues a warning for all parents ahead of the $84 trillion Great Wealth Transfer
Success

Warren Buffett issues a warning for all parents ahead of the $84 trillion Great Wealth Transfer

By
November 25, 2024
Warren Buffett gesturing with his right hand and speaking with a group behind him.
Success

Warren Buffett addresses his mortality and distributes another $1 billion to his family’s charities

By
November 25, 2024
millennial-estate-plan-finance
Personal Finance

Why millennials and Gen Z should have a basic estate plan

By
November 18, 2024

Most Popular