Sergei Klebnikov is a staff writer at Forbes. Based in New York, he covers wealth management and investing, focusing on themes such as alternative investments, asset management, and stock market performance. Klebnikov has been featured in Forbes Australia and Forbes Middle East, and his work includes award-winning reporting on significant financial topics.
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Sergei Klebnikov's coverage focuses heavily on investment analysis, with a significant portion of his articles citing data. To effectively reach out to him, consider offering expert insights and analysis on market predictions, wealth management strategies, portfolio management techniques, or any other topics related to finance and investing.
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By: Sergei Klebnikov
Speaking at the Top Teams Summit in Miami, the chief investment strategist of the $5.5 trillion bank says surging productivity, $150 billion in looming tax refunds and a “mid-90s” tech cycle could push the S&P 500 to 8,000—even as the AI rally shifts from a "rising tide" to a battle for survival.
By: Sergei Klebnikov
With $302 billion in retail assets and AUM up 27% in two years, the world’s largest asset manager is racing to make private markets mainstream for individual investors.
With 166 exits under his belt, David Karp of Cresset works closely with entrepreneurs and ultrawealthy families, emphasizing discipline, customization and long-term wealth stewardship.
By: Sergei Klebnikov
Kathleen Grasmeder of Morgan Stanley emphasizes planning, education and team culture, but relies on equities to stay ahead of inflation.
Robert Skinner II emphasizes high-conviction investing, tax efficiency and disciplined decision-making during volatile markets.
By: Sergei Klebnikov
Holly Kroft focuses on ultra-wealthy families, emphasizing asset allocation, trust and long-term discipline.
From rare Rolexes and Birkin bags to multimillion-dollar art collections, wealthy borrowers are unlocking quick cash from luxury assets—skipping banks and paperwork in favor of speed and discretion.
From rare Rolexes and Birkin bags to multimillion-dollar art collections, wealthy borrowers are unlocking quick cash from luxury assets—skipping banks and paperwork in favor of speed and discretion.
By: Sergei Klebnikov
Needham's John Barr is trouncing the market investing in overlooked companies powering AI, defense and national infrastructure.
Needham’s John Barr is trouncing the market investing in overlooked companies powering AI, defense and national infrastructure.
