Managers of Wealth

Real estate investment firm launches on BX Swiss

Patrimonium Urban Opportunity made its debut using BX Swiss

Ukraine war hits Swiss asset management industry

The group has seen net outflows of client money of CHF1.1 billion from its investment management unit and CHF2.5 billion from its fund management services, it said on MondayExternal link.

Walkers' Global Private Client & Trusts Maintains High Rankings in 2022 Chambers HNW Guide

Walkers' BVI and Cayman Islands teams maintained their Band 1 rankings and Walkers is still the only offshore law firm to be ranked Band 1 in both the BVI and the Cayman Islands.

BlackRock to delay senior hires as AUM drops to $8.5tn

The asset manager recorded net inflows, but saw its assets under management drop to $8.5tn, while quarterly income slumped 30% year-on-year.

Mortgage rates falling again?

This fulfills what Moneypark had already written in a study at the end of July.

Why HNW couples should think about pet custody before they separate

Sometimes, when divorcing HNW couples have discussions over pet custody, beastly dilemmas ensue. Rory Sachs explores the growing trend of ‘petnups’

Avoiding the storm: Changing how we eat is the only way to tackle food instability.

With the global population expected to increase to 10bn by 2050, 2bn more than today, these pressures risk worsening.

Axel Lehmann: «We Need to Show Progress»

Another area Lehmann highlighted in the video was its continued ability to attract top talent, citing the caliber of new board members and group executives as evidence of that.

Liz Field: Wealth managers have significant opportunities ahead

It also addresses the challenges to come from growing consolidation, talent acquisition and the need to appeal to a broader, more diverse marketplace.

Mid-Year Investment Outlook

The value of investments can go down as well as up, your capital is a risk.

Euro on brink of dollar parity: what’s happened and what’s next?

A formidable confluence of forces is pushing the euro towards parity with the dollar for the first time in 20 years.

The Fed Serves up a Reality Check

They also made it quite clear that the anchoring of inflation expectations is more important than a potential slowdown in economic activity.

The best sports and betting experts for high-net-worth individuals in 2022

There are agencies that can organise days of shooting on beautiful moors and estates around the UK and abroad, tutors for those who with to hone their skills, travel companies, equipment vendors and legal advisers.

Wealth in the UK has surged but wealth taxes have not

Since 1980 wealth in the UK has risen by 174 per cent but wealth tax revenue has risen by just 46 per cent.

How The Ultra-Wealthy Protect Their Money Using 'Defective' Trusts

A financial advisor can walk you through all of the ins and outs of each type of trust and help you determine the right financial strategy to use the IDGT or another type that may be more beneficial.

Under 30 wealth boss: 'Five-year plan is to get to £1bn mark'

Now, some four months into the top role, he has his eye set on big growth targets for the business which he intends to fuel with bolt-on acquisitions.

Has gold’s relationship with interest rates changed?

At a time of high inflation and rising interest rates, it might be time to look again at previous assumptions about gold

Neil Woodford’s UK comeback plans on the brink

WCM Partners, set up by Neil Woodford in 2021, has applied for the firm to be struck off the Companies House register

How to have a ‘wealth mindset’ instead of a ‘poor mindset’ as an investor, from a financial psychologist

Telling people to leave their money on the sidelines is the worst advice you could give people right now.

Luxury Institute: Evolving Values and Priorities of Ultra-High-Net-Worth Families

The Luxury Institute acknowledges its gratitude to the UHNW Institute and its members who contributed to this research.

Comment & Analysis