06/24/2022
Your Wealth, Your Way - Impact Reports 2021
Impact Roadmaps highlight positive change across five tangible impact goals: Inclusion, Health and Wellbeing, Climate Change, Responsible Consumption and Sustainable Infrastructure
Comment & Analysis
06/24/2022
How to pick the right wealth manager for the 2020s
Investors have never had more choice, but it can be tricky to find a good match
06/24/2022
This CS banker can still be a superstar
The fact that the prophecy has not come true since then has not been able to damage the image of the CS strategist.
06/24/2022
Lombard Odier PB CIO: 'A short-lived recession in 2023 is likely'
In equities, Monier prefers value stocks in the energy, financial services, industrials, materials, miners, healthcare and utility sectors.
06/24/2022
Asset Management’s M&A Boom Will Continue
The value of asset and wealth management deals reached the highest level since 2009, PwC says — and the party isn't over.
06/24/2022
'I’m considering buying my own fund', says manager
Bonds have sold off this year as investors are concerned about the impact of inflation on the asset class.
06/24/2022
Schroders Global Investor Study 2022: ‘Expert’ investors more empowered to prioritise their values and principles
The results show that investors who class themselves as being ‘expert’ are more focused on the role that their principles and values can play in their investment decisions.
06/23/2022
Half-time scores – how the investment industry is faring in 2022
Severe share price slumps and outflows widespread across the asset and wealth management sector though there are a few anomalies
06/23/2022
Alternatives are back with diversification opportunities
In the meantime, equity and bond markets are adapting to the tougher conditions, including a rise in interest rates that has spelt the end of free money.
06/23/2022
Credit Suisse stock: Shares look cheap if the whiff of scandal would clear
Credit Suisse stock has more than halved in value since early 2021
06/22/2022
Navigating markets: Top questions answered
In this FAQ, the Chief Investment Office answers common questions surrounding inflation, the Fed, bear markets, and the investment implications for investors.
06/22/2022
Where do markets go from here?
For Henry, investors need to stick to the plan and look to the long-term as that is where the returns can be made.
06/22/2022
Schroders UK Financial Adviser Pulse Survey 2022: Client sentiment swings to bearish as macroeconomic and geopolitical concerns dominate
The Schroders Pulse Survey, which sampled 225 UK financial advisers, also found that 69% of advisers expect that some of their clients will have to adjust their investment plans due to the cost of living crisis.
06/21/2022
Eric Clarke on the Future of Wealth Management
Orion CEO and founder Eric Clarke examines how the investment, fintech and RIA channels are converging to change the future of advice.
06/21/2022
Losing money is par for the course with experienced investors
The very richest usually cope with substantial losses, but it can be a different story for those who made their millions quickly
06/21/2022
Help Less Central Banks
Policy mistakes on the part of central banks create economic cycles, and this may yet prove to be a very serious one.
06/21/2022
‘Why die rich?’ The world according to philanthropist Barrie Wells
The 82-year-old helped Jessica Ennis-Hill and Katarina Johnson-Thompson become world-beating sporting heroes.
06/21/2022
Where Do Millionaires Invest? The Two New Trends That Edelweiss Wealth Has Spotted
The idea is that none of capital for any of the needs of a client should come from the invested funds, but from the returns or cash flow from the portfolio.
06/21/2022
Swiss Life AM funds and French boutique buy Lucerne railcar manager
Wascosa is a Lucerne-based independent asset manager of railcars. It was founded in 1964 has over 15,000 wagons and is active in over 20 countries in Europe.
06/21/2022
PostFinance to adjust customer asset fee as of 1 July 2022
Due to the continuing negative interest rates, pressure on the interest differential business at PostFinance has grown significantly in the past few years.