Managers of Wealth

Swiss fund market shrinks 13.7% in 2022

Flows remained muted throughout the year, and by December 31 the industry had seen net outflows of 5 billion Swiss francs.

Emerging market outperformance set to continue

As a result, fed funds futures markets are now pricing around a 95% chance that the Fed will further reduce the size of its expected February rate hike to 25 basis points.

7IM previews retirement income solution linked to platform

They can then select different types of products based on these incomes and expenditures to see what the client would end up with.

China’s 50% rebound: it’s not just about Covid

Abandonment of the zero-Covid policy has contributed to the 50% rally in Chinese stocks, but this is only part of the story.

Why one MPS boss is sticking with Terry Smith

Our view is that he has added a lot of value for our clients over a long period of time.

What could a US recession mean for gold and gold equities?

We look at how gold and gold equities have fared historically during US recessions.

Older generations ‘bridge gap’ to embrace impact investing

Furthermore, more than half said sustainable investing is bridging the gap between younger and older generations, and almost 70% reported sustainable investing is being embraced by the generation in charge of the family’s wealth.

Jeremy Howard: «Wine is an Alternative Asset Class Today»

In fact, wine has shined not just as a collectible but as a viable allocation within broader investment portfolios.

Recessions first, then recovery

The most recent developments show that economic and financial pressures are easing.

Swiss National Bank's Schlegel Says Too Early to Sound Inflation All Clear

Although low by international standards, Swiss inflation rose to 2.8% last year, outside the SNB's price stability target for prices to rise by up to 2% annually.

Monthly mortgage payments could drop by 25% by the end of the year according to Quilter

Those who purchased a property at this price and mortgage rate with a term of 25 years and an 80% loan to value ratio will be facing a monthly mortgage payment of £1,520.

We’re leaping up the rankings in the Social Mobility Employer Index

We’ve jumped 19 places in the sixth annual Social Mobility Employer Index reflecting our commitment to promoting socioeconomic diversity in the workplace.

How to build a strong business in the new digital era by reinventing yourself

We’re entering a new digital era, characterized by an unprecedented and simultaneous rise of technology with sustainability imperatives – data is everywhere, rewriting all the rules, and all industries are being disrupted.

Winning.

“Your investor’s edge is not something you get from Wall Street experts. It’s something you already have.” - Peter Lynch.

Migros Bank reached one million customers in 2022

Customer deposits also experienced high growth, at +5.3% to CHF 44.3 billion, which reflects the high level of customer confidence in Migros Bank.

How we've updated our Engagement Blueprint

Here's why and how Schroders has updated its inaugural Engagement Blueprint, which lays out our expectations of companies across six thematic areas.

Rethinking Food Systems at Davos 2023 – Shifting a ten trillion dollar industry

It is also a major contributor to climate change.

Is persistent dollar strength over?

In recent weeks, much has changed in global currency markets, thanks to shifting liquidity trends, falling energy prices, easing inflation, and China’s unexpectedly swift reopening.

4 Ways the Ultra-Wealthy Bank Differently Than You

About 20% of those surveyed are dissatisfied with the offerings of our current financial institution.

How Banks are Benefitting From SNB's Payment Shortfall

In 2021 and 2022, the SNB transferred six billion Swiss francs to the Confederation and the cantons, of which the cantons received a maximum of four billion and the Confederation a maximum of two billion Swiss francs.

Comment & Analysis