Managers of Wealth

Selective growth through uncompromising quality of service

At each of these sites, a Head of EAM oversees specialist Relationship Managers and Account Managers, of which we have around 30 in total.

BlackRock Survey: Overwhelming Majority of Insurers Plan to Increase Allocations to Private Investments

The report tracks insights from 410 insurance investors surveyed across 32 markets, representing nearly $27 trillion USD in assets under management.

“If Trump wins, the Fed may not be able to lower interest rates to the target level of 3.5%” – an interview with Nannette Hechler-Fayd’herbe

She also gives her outlook for assets, and defends her current preference for fixed-income over equities.

New rates, new rules

Monetary easing should continue across most developed economies as inflation gradually falls.

Bank of America Private Bank reveals age and gender gaps in charity work

A Bank of America Private Bank study on affluent Americans reveals generational and gender difference in charitable giving.

High yield bonds regain their shine

But while stocks have gained ground, the relative attractiveness of high yield bonds has also risen.

Banking billionaires: How wealth managers cater to the super wealthy

A handful of studies have shown that wealth at the very top has fallen.

Söderberg DFM CEO: Why our MPS won’t invest in our own funds

Söderberg & Partners’ Fredrik Börjesson wants to avoid the conflict of interest in investing an MPS in in-house funds.

Millionaires swap the UK for Portugal

Many wealthy Britons will be seeking expert advice on the financial impact of becoming tax resident in Portugal.

2 Investing Mistakes Wealthy Millennials Are Making in 2024

This may not be surprising, as younger generations in general often think they can outsmart conventional wisdom by charting their own path.

Bill Gates is open to losing $101 billion to the tax man—but not policies that replicate North Korea’s ‘unbelievable equality’

The tech titan has often advocated for higher taxes on the rich, as well as encouraging his ultrawealthy peers to engage in philanthropy.

Waystone to support American Century’s first European ETFs

In recent months, the Waystone ETFs team has been strengthened by the arrival of a number of experienced new team members.

The Quilter Academy partners with FutureProof Pro and Life After Professional Sport

FutureProof Pro is a careers support service looking to transition into a new field after their successful sporting careers, which can be daunting for many.

Quilter appoints Watson & Co to its mortgage network

Watson & Company is one of the largest mortgage and protection brokerages in Bristol with over 10 members of staff.

Confidant’s trick: What happens when a trusted UHNW adviser goes rogue?

From the magazine: There is arguably no one more important to an UHNW than a loyal 'right-hand man' – until the relationship sours

Clients want to talk to advisers about philanthropy

Jack Chellman, chief projects officer at the Global Returns Project, made the case for charitable giving as part of investment plans.

Thomas Jordan's Exit, Leaving Potential Liabilities Behind

In addition to the interest rate decision, the Swiss National Bank's inflation forecast and economic outlook will also be in focus.

Using cutting-edge financial products to empower hands-on philanthropy and sustainable investment

Along with a personalised approach from wealth managers, the modern philanthropist also needs access to financial products, structures and vehicles that can offer this level of influence.

BNY Releases The Voice of Community Banks Survey

The survey looked at the current state of community banks across the country—and the findings reveal what community banks need to stay competitive and help their communities thrive

“A key indicator of success is when clients introduce their children to us” – an interview with Frédéric Rochat, our Managing Partner

This is where banks such as UBS, Zuger Kantonalbank, Raiffeisen and Lombard Odier tussle for the wealthy client base.

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