Managers of Wealth

To Be Perfectly Transparent

The FATF official guidance or “Recommendations” 24 (companies) and 25 (trusts) have now been formally updated, as at February 2023.

How women are managing family wealth

As professional advisors, we continue to adopt and adapt to support clients on their wealth journey.

Schroders Crystal Ball 2024 Investment Outlook: Megatrends are forcing investors to change their view of the world

The 3Ds of decarbonisation, demographics and deglobalisation are forcing investors to recalibrate their view of the world.

Leonteq revises its outlook and provides business update

This compared to an exceptionally strong performance in the prior-year period where the net trading result significantly overcompensated for reduced client demand.

Women not concerned by gender when picking an adviser

The study aimed to better understand the role of women in ‘the great wealth transfer,’ which refers to the passing of wealth from baby boomers to their children and grandchildren.

Impact investing: a promising opportunity for the future

Specifically, impact investing aims to generate a financial return while also producing positive, measurable effects on the environment and/or society.

Outlook 2024: Rate cuts at last

The ‘neutral’ level of interest rates for central banks – one that neither drives nor restrains growth – may now be higher.

Bridging the wealth gap: A new era of financial equality

On the other hand, the gender wealth gap focuses on the accumulated assets, investments and overall net worth between men and women.

Chinese Food-Delivery Billionaire Wang Xing Suffers $6.6 Billion Wealth Plunge As Growth Wanes

The 44-year-old mogul still has a sizeable net worth of $9.3 billion, but he is having trouble convincing investors skeptical of the firm’s future outlook.

Billionaire investor Charles Munger dies at 99

Munger, the vice-chairman of conglomerate Berkshire Hathaway, was considered a pioneer of value investing.

Where do billionaires keep all their money?

While the answer may not be as straightforward as one might think, let’s delve into the secretive world of billionaire finances.

Swisspartners cofounder dies aged 71

Martin Egli co-founded the independent asset manager with Rainer Moser and Dirk van Riemsdijk 30 years ago.

More Billionaires Are Renting Homes Instead of Buying. Here’s Why.

As a result, rental prices in the British capital have increased by 8.8 percent annually and are now a whopping 30 percent above their pre-pandemic levels.

In conversation with Marco Arnold: discover Lombard Odier’s vision for its new Zug office

This business model, with no market pressure or external public shareholders, gives us stability and enables us to align our interests with those of our clients.

More UHNWs rent London super-prime homes as interest rates, taxes and threat of Labour dampen sales market

Is London being edged out by sunnier, more tax-friendly wealth hubs?

Bell’s small & mid-cap portfolio – a bellwether

This means investing in high-quality businesses, which are most likely to outperform over the long term, while ensuring that investors do not overpay for them.

UBP’s Michael Blake on his supercharged strategy

Our CEO Captain edition is back! This time, Citywire Asia speaks to UBP's Asia chief about a strategy that saw strong hiring and a differentiated approach to servicing the region's burgeoning wealth clients.

Six ways to grasp the opportunities when scaling your business

Franklin Asante, Head of Entrepreneurs at Coutts, explains the unique challenges and opportunities facing high-growth entrepreneurs as they scale their businesses.

Autumn Statement 2023 – benefits for business owners, investors and savers

Business rate relief, multiple ISAs and National Insurance cuts – three of the biggest changes announced in the government’s Autumn Statement yesterday.

Gen X overtake Millennials as the biggest buyers of ETFs

Underwhelming returns averaging 2 per cent in 2023

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