Managers of Wealth

Central Bankers - Tigers Still with no Teeth

Last week, the markets saw the Fed meeting as hawkish, but what did investors expect?

Alexander's Winter Letter 2022

My last Winter Letter spelt out what we mean by our purpose of ‘Good Bankers and Good Citizens’. It was heartening to learn from our recent survey that so many customers appreciate our purpose-driven stance.

Spoiler Warning by Tim Price

Note that while that debt is concentrated in the western economies, indebtedness is essentially a universal condition.

Lombard Odier - Global Investment Strategy Q1 2022: Taming inflation

Although the central bank’s roadmap is clear, the way markets price the pace of tightening is key.

£50m of public cash ploughed into firm linked to tax haven by bank set up by Nicola Sturgeon

The Scottish National Investment Bank was launched in 2020 by First Minister Nicola Sturgeon.

Gold – Increasing downside risks - UBP

Gold has traded quite strongly, considering – although this is likely also explained by commodity index rebalancing, which normally starts in January.

Survey: Only 7% of financial advisers have a proposition for advising and retaining women

Whilst nearly 80% of financial advisers believe that wealth transfer presents an opportunity to their business, only 7% have a proposition for advising and retaining women.

UK Home Purchases for US Individuals

The examples below highlight why US persons should always take US tax advice before buying property in the UK.

LLB offers Bank Linth takeover and delisting

Bank Linth shareholders to receive a buyout offer with ‘an attractive premium’.

'Rate rises will have a positive impact' - UBP

This year UBP has announced a rise in net earnings of nearly 11% for 2021 to 201.2 million Swiss francs, and assets under management at 160.4 billion, up 8.8%.

Remembering Andrew Denham-Davis

A salesman who believed in wearing out shoe leather, during fifteen years at Brooks Macdonald he built and managed a 35-strong sales team.

Nikko AM: Global Equity Investment Outlook 2022

Investment Insights by our experts and thought leaders

You want to see off the competition? There’s nothing quite like a head start – Gerrit Smit

With almost a third of market share, Amazon is the world’s largest cloud computing business.

3 questions to change the way you think

This misconception must be corrected, however, or it will slow down the speed of change.

Quality is the decider in the battle between value and growth

This year has started along the same lines.

CIO Lens Q1 2022 - your new go-to guide to markets

Introducing the new CIO Lens - a quarterly insight from our investors to help guide you through ever-changing markets.

What Keeps Families Together?

Although not legally binding, it represents an important agreement within the family and can have implications for legal arrangements such as marriage and inheritance contracts, shareholder agreements and the establishment of corporate structures.

Citi: Expect «More Predictable And Stable» Tech Regulation

Despite worries about China’s ongoing tech crackdown and debt-laden property sector, Citi Private Bank is the latest financial institution to turn positive on the mainland’s equity markets.

Hawksmoor: Market Update

Falls in global equities are being led by the United States.

The equity market is clearing its sinuses - EFG International

The phenomenal equity market performance since the pandemic-induced lows has been accompanied by concerns about valuations, rising inflation and slowing economic growth.

Comment & Analysis