Managers of Wealth

Seven questions to ask before buying a property

The most common way to make a property purchase is to take out a mortgage loan.

Quant chart: Value accelerates to strongest start in decades

2022 marks the best start to a year in our sample period of just over 35 years

Number of Irish wealthy individuals set to surge

Ireland is among 10 countries forecast to see the largest proportional increase in their extremely rich populations between now and 2026

Horror Story

“Childs: Temperature's up all over the camp. Won't last long though. MacReady: Neither will we. Childs: How will we make it? MacReady: Maybe we shouldn't.” - Dialogue from John Carpenter’s The Thing (1982).

Questionable Positives by Gary Dugan

On both occasions, the market eventually fell 50% before rebounding.

Wealth managers expect asset management industry to hit $2 trillion faster than expected

Research from Oxford Risk predicts a push from international financial institutions to expand in the region

Designing the New Workplace Model

A common thread throughout our panel discussion was change. Whatever your organization experienced during the pandemic, change was constant.

Inflationary Concerns

In the meanwhile, oil prices continue to be a pain point for many countries.

Monthly Update: Financial Markets Still Navigating Volatile Conditions

Financial markets are experiencing further challenges as Russia’s invasion of Ukraine continues, China introduces more lockdowns and investors fret over central bank measures to tame inflation.

Meeting evolving expectations of ultra high net worth investors

The study confirms that the need to access services digitally is largely consistent: 89% of investors from every group analyzed — high/ultrahigh net worth individuals, millennials and baby boomers

Britons’ 'wealth score' falls 8% in first quarter

The rising cost of living impacted the household finances of ethnic minorities the hardest.

One in 10 advisers confident retaining clients' family wealth

Octopus conducted research to examine the relationships between the financial advice industry, advised clients and their families

How climate concerns are impacting Britain's wealthy young homeowners

Embracing sustainability is rapidly becoming the new lifestyle choice for many.

Asset protection and trusts- How much control will tip the balance?

In most jurisdictions, trust assets will be more vulnerable to attack from a settlor’s creditors

Why Are We Still Looking for Nazi-Looted Art?

This statement of 11 nonbinding principles was designed to support and encourage each country to make the resources available to aid in the identification and registration of Nazi-looted art.

They Don’t Know What They are doing

What’s even more intriguing is the fact that two members of the committee voted to leave the policy rates unchanged, while three other members were in favour of raising the rates more substantially.

Swiss Life Hits the Ground Running in First Quarter

The decline is most likely the result of the broadly negative trends in the financial markets this year.

They Don’t’ Know What They are Doing

The equity market has traded sideways after recovering from the precipitous fall in mid- March.

The more independent, the better

Especially in times of war and inflation, the question is not whether the markets will correct, but how much.

AJ Bell shares economies of scale with customers via 38% fund chargers cut

The funds are managed in line with five different risk levels so that investors can choose the fund that matches their individual risk profile.

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