Managers of Wealth

Apex Group wins Capital Prudential mandate

Fund administration is at the core of Apex’s single-source solution, delivering timely, accurate and independent services, underpinned by market leading technology platforms.

Index concentration comes back to bite investors

Your portfolio may not be as diversified as you think.

The Future of the Monetary System

The most recent report of the Credit Suisse Research Institute (CSRI) looks at the drawbacks of a US dollar dominant monetary system and possible alternatives

How Can CEOs Take the Lead: Emily Alexandra Guglielmo Weighs In

Clients are losing trust in huge corporations and are now shifting towards small companies for their purchases.

A Revolutionary Way For Hedge Funds And PE Funds To Raise Capital From The Ultra-Wealthy

The methodology enables multi-family offices, wealth managers, lawyers, and accountants to dramatically grow their practices.

Ultra high net worth investors in prime areas drive almost two-fold increase in average apartment prices

Prime overall market sees a modest increase in average prices by 8.72%

Richest 1% now wealthier than 70% of entire UK population

Oxfam is calling for a wealth tax of up to 5 per cent on the super-rich to raise £1.4 trillion each year

Records Revival: Why Vinyl Is Back in Vogue

Vinyl has been back in the news recently, thanks in part to a certain former boy-band star, but the records revival has been quietly gathering pace for a while now. Luxury Defined reports

Property Insights: What Does US$5 Million Buy Around the World?

Explore the luxury international properties available for around US$5 million

Credit Suisse Deal With Michael Klein Raises «Serious Issues»

Credit Suisse is on the verge of acquiring the company of ex-investment banker Michael Klein.

Does it make sense to ditch the 2% inflation target?

Investors are beginning to question whether central banks should set their sights higher.

How to Help Middle-Rich Clients

Techniques to help minimize estate tax liability for the merely rich, without the cutting-edge strategies often used by the ultra-wealthy.

Five things investors should be prepared for in 2023

Most of us feel poorer in real terms now than we did this time last year, a conclusion that has been reinforced, over and over again, during thousands of transactions over the past year.

Schroders named one of UK’s Best Places to Work in 2023

We’re proud to have won a Glassdoor Employees’ Choice Award, honouring the top 50 UK Best Places to Work 2023.

UBP in Asia: 2022 round-up and 2023 objectives

The business mix in 2022 reflected these trends, with reduced transactional activity offset by higher net interest income.

Most wealth managers expect further increase in ETF investing, HANetf survey finds

Some 87% of those surveyed reported increased investment in ETFs in 2022, with 81% saying they expect to see increased investment in ETFs this year.

Passing on your wealth to charitable causes

Philanthropic giving can be a tax-efficient way to put your hard-earned money to good use

Ten Trends For Wealth Management In 2023

Wealth managers have two choices: recalibrate their business models and accelerate their structural reform efforts, or risk falling behind.

Tackling the UK Gender Pensions Gap

Is it time for a more radical approach to closing the gender pensions gap?

ScS completes acquisition of sofa in a box pioneer Snug with the support of Evelyn Partners

In the financial year 2021 the company recorded revenues in excess of £30m, up from £7m a year earlier.

Comment & Analysis