Managers of Wealth

Women the future of advice: Netwealth

The data further revealed 22% of Gen Y women will have higher-than-average levels of household income, estimated at over $150,000.

Euan Munro: «The market will not reliably deliver returns»

A recent study from the Swiss National Bank examined the growing importance of investment funds in Switzerland at the expense of traditional banks.

A Third Of Russian Assets in Switzerland at Credit Suisse

Local banks are required to report deposits of non-sanctioned Russians of 100,000 francs or more to the State Secretariat for Economic Affairs (Seco) and have pledged not to accept any more client funds above that amount.

Schroders worst culprit as ‘dog’ funds reach £19bn

This is because it also acts as the underlying manager of a number of Scottish Widows and HBOS funds.

World’s Rich Reveal How They Spend Their Billions on UK Property

The register is a major policy shift, requiring overseas companies to declare beneficial owners or face potential prosecution.

Advisors are shifting service models from individuals to families

Majority of advisors moving toward new unified managed household model, Cerulli reports

Inflation-linked bonds during periods of inflation: how best to use them?

With inflation at its highest in decades, what returns should investors expect from inflation-linked bonds – and are they the best form of inflation protection?

Financial statements for six months ended 31/12/22 approved

Price sensitive

Quilter Foundation donates £25,000 to the DEC’s Turkey-Syria Earthquake Appeal

DEC charities are providing life-saving aid either directly or through local partners, but they urgently need more funds to reach more people.

George Muzinich: «Welcome to a New Reality»

The stock market was going up, the bond market was going up, and we were getting rich.

Two Male Private Equity Heads Aren’t Better Than One Woman

The pair will rotate the chairman and chief executive officer roles every year; not exactly governance best practice, even if the roles are better off separated.

Pictet and the Path to Becoming a Millionaire

Those who show patience and diversify their investments are usually rewarded

New think tank for the financial sector launched in Zurich

With this integrated approach of research, training and consulting, the SNFI offers a platform to accompany and optimally position companies on their way to the digital financial economy.

How can I position for key inflections?

High inflation, rising policy rates, and slowing growth mean the near-term environment still looks challenging, in our view.

Investment Strategy

The positive trend observed in the last quarter of 2022 has persisted into the new year.

Are wealth managers making their clients feel special?

In the past five years, the importance of customer experience in wealth and investment management has changed dramatically.

The Usual Suspects

“The greatest trick the Devil ever pulled was convincing the world he didn’t exist.” - “Verbal” Kint (Kevin Spacey), The Usual Suspects.

The untold story of how one entrepreneur found purpose through philanthropy

Andrew Purdie was an entrepreneur on a mission to grow – until he realized doing good fulfilled a part of him nothing else could.

Assessing the UK’s economic prospects

Among G7 economies, the UK’s is the only one still smaller than before the pandemic.

"30-baggers": why the UK has more than its fair share

There are many “old” economy names among the select group of UK companies which have appreciated in value by 30 times or more.

Comment & Analysis