10/13/2022
60/40 or 30/30/30? BlackRock forecasts renewed focus on asset allocation mix
Recession woes mean investors must pay more attention to finding the right asset class mix, says BlackRock Investment Institute chief.
Comment & Analysis
10/13/2022
Majority of HNW individuals planning to use property wealth to fund retirement
The plans of over 1,000 people in the UK with investable assets of over £250,000 have been surveyed by wealth management firm, Saltus, which found that an overwhelming majority are opting to tap into their property wealth to help fund their retireme
10/13/2022
Wealth backers: The funds bullish on Rathbones structural opportunity
In the second of a new series focusing on fund managers backing wealth firms, we talk to the investors betting on Rathbones’ recovery.
10/13/2022
Silver lining in cloudy asset management sector?
Stock sell-off creates opportunities, but choose carefully
10/13/2022
Daily market updates from our Chief Investment Office - Brooks Macdonald
Read detailed economic and market news from our in-house research team.
10/12/2022
Positive NNA and increased profitability in 9M22; 2025 strategic plan to sustain profitable growth and achieve scale
Underlying operating income increased year on year, reflecting significantly higher net interest income due to interest rate increases across currencies and a rise in other income.
10/12/2022
Gulf's $210bln philanthropy pot expected to grow - study
Wealthy individuals and family offices in the region are increasingly deploying capital with a focus on social or environmental impact, according to the report on the GCC, which comprises Bahrain, Kuwait, Oman, Qatar, Saudi Arabia and UAE
10/12/2022
Alberica Brivio Sforza: flexibility and sustainability are Lombard Odier’s trump cards
'Interview published in ESG News, 14 September 2022'
10/12/2022
New data reveals worrying spike in over 40s risking retirement with 35-year mortgages
Aside from an anomalous peak in 2018 following the introduction of later life remortgage or home loan offerings from various lenders, the current sales figures are the highest seen in a decade.
10/12/2022
ONS GDP data: UK economy contracts 0.3% in August amid deepening cost-of-living squeeze
Gross domestic product (GDP) is estimated to have fallen by 0.3% in August 2022, after growth of 0.1% in July 2022 (revised down from a growth of 0.2% in our previous publication).
10/12/2022
Regulations and Recession Fears Are Making Managers Rethink ESG
Almost half of asset managers plan to pause or reconsider their current ESG strategies, according to KPMG.
10/12/2022
Why merging UBS and Credit Suisse is a bad idea
Although the market speculation about the merger between the two Swiss giants is intensifying, Credit Suisse might have more room to go before going for such a last-ditch option.
10/11/2022
Sanctum Wealth : Investment Strategy
Even the Fed dot plot suggests a growing divergence of views within the Fed, which only spotlights uncertainty.
10/11/2022
How High-Net-Worth Collectors Are Shaping the Future of Shopping
Close more big holiday sales by offering private appointments.
10/11/2022
Asset managers urged to tap retail, private markets amid expectations of global growth slowdown for years
A study by Broadridge also predicts that individual investors will drive 42% of net flows in the coming decade compared to just 26% over the last 10 years
10/11/2022
Markus Voegelin: "At Raiffeisen, the interest rate risk is central"
In addition to the Ukraine war, there are also dangers from disrupted supply chains, skyrocketing commodity prices and further interest rate hikes.
10/11/2022
Jamie Dimon predicts recession
Dimon noted that the financial system is showing signs of distress, citing the depressed market for IPOs and high-yield debt.
10/11/2022
Bonds are more attractive again
Even apart from inflation, the markets are still characterized by major risks.
10/10/2022
Pillars of Success
Most often, people define success in terms of the accumulation of wealth or professional achievement beyond what was likely based on one’s heritage, upbringing, and education.
10/10/2022
Why your art collection should be part of your estate planning
Art collections are an emotionally charged part of your estate.