Managers of Wealth

Assessing China’s outlook in a crucial year for Beijing

While the risks are high in some Chinese assets over the short and medium term, we believe others continue to offer value, diversification and decent yields.

How is the next generation reshaping private banking?

The objective of this collaboration was not to conduct a survey or list trends, but rather to work with these students to develop concrete solutions.

Credit Suisse Not Taking New Russian Clients

The net asset value of its Russian subsidiaries was around 0.2 billion francs.

Life After Wartime

The song brought our minds back to the current tragedy unfolding in Ukraine and our common hopes that conflict ends soon.

Schroders slips down UK fund brand rankings again as BlackRock, JPMorgan, Vanguard climb

BlackRock, JPMorgan Asset Management and Vanguard have edged past UK-listed Schroders in the latest manager list

Until The End, When It Bends by Tim Price

“The game of speculation is the most uniformly fascinating game in the world. But it is not a game for the stupid, the mentally lazy, the man of inferior emotional balance, or for the get-rich-quick adventurer. They will die poor.” - Jesse Liv

User Experience-creating digital interactions customers will love

The global pandemic has shifted customers’ expectations

Credit insurance – a well-known fire disappears

The credit insurer is also investing in fast-growing new business areas such as sureties, guarantees and special solutions.

Mistakes in structured products cost Barclays more than half a billion dollars

As a result of the loss, Barclays will delay its proposed £1 billion share buyback program and is not expected to start until the second quarter.

Credit Suisse: Regenmacher doesn't even start

The big Swiss bank had better luck with a returnee.

Energy supply shock and new geopolitical realities

The US and eurozone have been expanding faster than average, and job markets, corporate profits and household savings are all solid, supporting production and consumption.

U.K.’s Wealth Gap and Housing Costs Risk Civil Unrest, BNP Says

Analysis measures nation’s success in delivering wealth

Three Tactics the Wealthy Use to Maximize Their Wealth– Even in Uncertain Times

Successful investing means buying low and selling high.

Ultra-rich Indians' philanthropy fails to keep pace with wealth growth

Tech entrepreneurs and so-called NowGen philanthropists to play a crucial role in meeting the country’s social sector funding requirements, says Bain's Indian philanthropy report.

Crypto Digital Asset Funds - An Easy Way Into Crypto Investing For Family Offices?

The 2022 Global Family Office Survey from BNY Mellon paints a similar picture reporting that out of 200 respondents, three out of four family offices are engaging with cryptocurrencies by either investing in or exploring them.

KKR Releases “State of Play”

In the latest Insights piece, McVey and his team examine how the war in Ukraine is accelerating the market’s transition to a new regime for capital allocation.

Balancing Act-Monthly insights: Nikko AM

War creates significant uncertainty; commodity-driven price pressures set to complicate matters further

UBS, China Life asset management venture plan in limbo as talks stall – sources

The stalling of the talks underscores challenges for western financial firms looking to expand and grab a bigger share of China’s 100 trillion yuan ($15.70 trillion) asset management sector, which has opened up for bigger foreign participation.

Why the Tilney Smith & Williamson names are disappearing

The research also showed that the brands were well-liked by their legacy colleagues and clients.

Millennials’ wealth more than doubled to over $9 trillion since the pandemic began, but Baby Boomers are still worth almost 8 times as much

U.S. Millennial wealth more than doubled since the outbreak of COVID-19 from $4.55 trillion in the fourth quarter of 2019 to $9.13 trillion by the end of 2021

Comment & Analysis