Managers of Wealth

Boomers have more wealth ‘than any other generation,’ but millennials may not inherit as much as they hope

Studies show a disconnect between how much millennials expect to inherit and how much aging baby boomers plan on leaving them.

Where Billionaires See Big Investment Opportunities in the Next 5 Years

Fifty-eight percent of those surveyed by the Swiss bank picked the Asia-Pacific area as a region with big opportunities over the next five years.

15 Most Expensive Things in the World for 2022

Research on dozens of sites to find the priciest real estate, artwork, yachts and jewels pinpoints the world’s most expensive item right now

Analysts don't give the UBS President a Christmas present

Of course, it can be assumed that the CS experts based their recommendations purely on facts – but the downgrading by the archrival from Zurich's Paradeplatz is likely to be extremely inconvenient for UBS.

Structural damage? Assessing the prospects for European and Swiss real estate

Property markets bear visible scars from rising interest rates.

Top Brands For Sustainable Food & Drink

Here are four high-end brands providing their customers with leading sustainable luxury food & drink products.

UBS: Southeast Asia, India Are Top Billionaire Picks

Regionally, [billionaires] are primarily looking to Asia Pacific economies such as Southeast Asia and India, where economic growth remains robust.

Singlife with Aviva: Wealth Clients Prefer Human Touch

This consists of advisor-led relationships at 35 percent and hybrid relationships – a combination of digital and physical engagement – at 37 percent.

Norwegian sovereign wealth fund CEO calls out ‘corporate greed’

The Norwegian state pension fund aims to engage more in environmental, social and governance issues.

Numis profits tumble 72% as capital markets deals drop to ten year low

Pre-tax profits down 72%

Investors Prefer Personal Advisors Over Robo or Digital Solutions In Their Wealth Management Journey

The report finds that 72% of investors prefer to retain the human touch when it comes to advisory services, consisting of advisor-led relationships (35%) and hybrid “phygital (a combination of both digital and physical)” relationships (37%).

What's happening in the HNW insurance market?

Keeping up-to-date with the latest trends, challenges and opportunities in the space is an ongoing challenge for the brokers that support high and ultra-high-net-worth clients – supported by the work done by their insurer and claims management partn

Wealth Of Indonesia’s 50 Richest On 2022 Forbes List Rises To A Record $180 Billion

Buoyed by high global prices for Indonesia’s commodity exports, the country’s economy is expected to grow 5.3% in 2022, following a 3.7% uptick in 2021.

Evelyn Partners Team exchanges sale contracts for the business of Rowanmoor Personal Pensions Limited

The deal is expected to complete in February 2023.

Billionaires aim to tackle environmental and societal challenges

Survey of UBS billionaire clients reveals that they are applying capital and ingenuity to make a positive impact

MPS Offerings Are Cheap - But Watch The Returns

It turns out managed portfolio returns are not quite living up to Morningstar’s category indices, at least not for allocation categories – which is most of the market.

Entering the final stretch of 2022

Overall, policy news and economic data last week provided plenty for investors to chew on, though the 3-to-6 month investment outlook didn't really change.

Schroder Investment Solutions expands distribution reach of Model Portfolio Service

The MPS is now available on a total of 14 platforms across the UK market.

Gifting Money to The Kids This Christmas? Read This First

The great generational wealth transfer is under way, but there are many reasons it may already be going very, very wrong for benefactor and recipients alike

Swiss Life REF (CH) ESG Swiss Properties: Portfolio purchase worth around CHF 240 million

Its investment focus is on residential real estate in Swiss cities and their surrounding areas.

Comment & Analysis