Managers of Wealth

Wealthy Donors Are Adjusting Philanthropy Plans

The majority of the 200 respondents (160) reported assets of between $5 million and $24.9 million.

The Dwindling Private Banker Count

At its peak in 2018, Julius Baer could count on 1,051 bankers. Now, three years later, about one in six of them are gone.

Are you reinvention ready?

Managing for sustained outcomes and building trust in periods of dislocation

The best countries for hiding wealth

President Joe Biden has made transparency reforms a key pillar of his foreign policy, vowing to tackle tax evasion and money laundering.

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

“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.

Comment & Analysis