12/02/2022
Patagonia’s bold precedent signals new direction for high-net-worth philanthropy
Working with high-net-worth philanthropists has shown me that no two philanthropists or charitable giving journeys are the same.
Comment & Analysis
12/02/2022
Asia Wealth swings to first half loss due to exposure to weak yen
The company reported that the foreign currency exchange loss in the first half had widened from USD197,409 from USD52,948 a year ago.
12/02/2022
Schroders UK Financial Adviser Survey 2022: More than half of advisers have seen clients change investment plans as capital losses top concerns
The survey also found that a significant number of advisers have increased client holdings in cash and alternatives over the past 12 months, while 20% intend to reduce cash holdings next year in favour of equities.
12/02/2022
Credit Suisse looks to speed up cuts as revenue outlook worsens
Credit Suisse said in October it intends to reduce its cost base by around 2.5 billion Swiss francs ($2.67 billion) to about 14.5 billion in 2025.
12/01/2022
Just 26% of advisers have wealth transfer strategy
Next-gen clients being ignored as IFAs focus on older, wealthier investors
12/01/2022
UBS invests in communications compliance platform Shield
The firm will use the new funding to grow in its existing markets and push into new ones, including the US.
12/01/2022
Go digital, why businesses need a truly digital banking solution
During the global pandemic, the adaptability and resourcefulness of our populace was on full display.
12/01/2022
High Noon for Axel Lehmann
Although Lehmann did not directly refer to the current turmoil at Credit Suisse, his appearance was so confident and calm that one could only marvel, reported one participant at the event.
12/01/2022
‘I expect landmines to go off’: GAM investments head on credit risk
David Dowsett warned that there could be trouble in private markets and areas of saving which have built up a lot of long duration exposure.
12/01/2022
Head of Deutsche Bank annoyed with the ECB
The banks concerned had previously defended themselves against excessive interference by the central bank in day-to-day business.
12/01/2022
Fractures in the family: Advising wealthy families in the midst of conflict
Recent upheavals sweeping the globe, including significant changes in social and familial structures and technological, political and economic shifts, have quite obviously also stoked the fire of underlying family tensions with incendiary results.
11/30/2022
Stay the course in private equity
It is unlikely that private investments will be marked down to the same extent as public markets.
11/30/2022
“Incentives are needed to encourage the sustainability transition” – an interview with Patrick Odier, our Senior Managing Partner
The US Inflation Reduction Act (IRA) is a huge, unprecedented programme of environmental and social reform through several hundred billion dollars of investment.
11/30/2022
Third of HNWIs don’t want to discuss wealth transfer
Investment Trends head of research Irene Guiamatsia tells Professional Planner this presents a challenge for advisers.
11/30/2022
2023: The point of new returns?
The first phase of the year should see the final leg in the upside to rates and in the downside to growth.
11/30/2022
Schroders Global Investor Study 2022: People still expect improved investment performance despite economic uncertainty
By contrast, people in Italy and France were more cautious – expecting returns of 9.8% and 9.2% respectively.
11/29/2022
Are investment trusts trading on big discounts 'bargains'?
The average investment company discount has widened more than 10 percentage points from 3.6% on 31 December 2021 to 14.3% on 18 November 2022, the Association of Investment Companies revealed recently.
11/29/2022
Constructive outlook for precious metals
There has also been a modest rise in longer-term inflation expectations in most developed economies, which is a benign signal for precious metals.
11/29/2022
Strategic Estate Planning for UHNW Individuals
Individuals with a net worth over $5 million are now more at risk than they have been in decades.
11/29/2022
JPMorgan Leads in Wealth Management Digital Experience: Survey
A J.D. Power survey of wealth management customers also found that advised investors have greater overall satisfaction with their firm’s website and app than self-directed investors do.