Managers of Wealth

Eric Clarke on the Future of Wealth Management

Orion CEO and founder Eric Clarke examines how the investment, fintech and RIA channels are converging to change the future of advice.

Losing money is par for the course with experienced investors

The very richest usually cope with substantial losses, but it can be a different story for those who made their millions quickly

Help Less Central Banks

Policy mistakes on the part of central banks create economic cycles, and this may yet prove to be a very serious one.

‘Why die rich?’ The world according to philanthropist Barrie Wells

The 82-year-old helped Jessica Ennis-Hill and Katarina Johnson-Thompson become world-beating sporting heroes.

Where Do Millionaires Invest? The Two New Trends That Edelweiss Wealth Has Spotted

The idea is that none of capital for any of the needs of a client should come from the invested funds, but from the returns or cash flow from the portfolio.

Swiss Life AM funds and French boutique buy Lucerne railcar manager

Wascosa is a Lucerne-based independent asset manager of railcars. It was founded in 1964 has over 15,000 wagons and is active in over 20 countries in Europe.

PostFinance to adjust customer asset fee as of 1 July 2022

Due to the continuing negative interest rates, pressure on the interest differential business at PostFinance has grown significantly in the past few years.

Credit Suisse Group to redeem US$1.5 billion of Additional Tier 1 instrument

This redemption is part of our capital and funding plan for 2022

Bellevue has raised millions for SME equity funds

The “Bellevue Entrepreneur Private Strategy” was closed for further subscriptions at a level of 63 million francs, as Bellevue announced on Monday.

Central banks up the stakes – a key risk for the global economy

Upcoming hikes would take the Fed well beyond its previous estimates of ‘neutral’ policy that neither stimulates nor curbs growth (in the mid 2% range), and the peak of the last hiking cycle, into restrictive territory.

Leveraging Fintech Partners To Create The Next-Gen Wealth Management Tech Solutions

Each of these areas of demand continues to increase—most notably, clients and consumers of all ages and demographics expect more personalized attention-they expect their advisors to “get them.”

Long shadow of Russian money raises tricky questions for Swiss bankers

How will the war in Ukraine reshape ties with some of the sector’s most lucrative clients?

Traditional asset managers race to expand private investment alternatives

Mainstream asset managers are competing with private equity groups for a bigger slice of the growing private asset market

Caledonia Investments looking to sell fund manager 7IM

Caledonia has owned 7IM for seven years, after acquiring the company in 2015 for GBP100 million.

Wealth Management Firms Thinking Happy Thoughts Amid Ugly Bear Market

Erdmann, who was the top ranked advisor nationally last year, as well as many economists and advisors across the major firms on Wall Street are striking a positive tone despite the recent drawdown.

T Rowe Price bets on China reopening stocks

The prolonged Covid pandemic and stringent regulations are creating investment opportunities for investors in the long term, said the asset manager.

Dubai has emerged stronger from the pandemic: Julius Baer

The city has fallen two places in the Swiss bank’s most expensive cities index, but only because prices are rising faster in other cities, according to a new report

So, what does the DWS whistleblower really think about ESG?

She also decoded common problems within the global ESG investment industry

Millennial millionaires are delaying home, car purchases due to inflation

Millennials are three times more likely to be cutting back on big purchases compared with their baby boomer counterparts.

Swiss Real Estate Risk Rising, Correction More Likely, SNB Says

Stretched valuations make a market correction more likely, but the rate at which interest rates are increased will influence whether it would be smooth or abrupt

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