Managers of Wealth

Swiss property investors enter golden age despite ‘substantial risk’: UBS

Immigration and an ageing population are increasing demand for housing, while supply is not keeping up.

Outlook 2024: Narrow path to a soft landing

Overall, while the world economy should see a period of below-trend growth, a major economic accident looks unlikely.

Guardians of the galaxy: What does the future of asset management look like?

As more and more long-serving managers hang up their spreadsheets, DFMs and wealth managers surmise what the future

Consumer spending bounced back in November as seasonal shopping boosted retail and travel

The travel sector again performed strongly in November

More Billionaire Wealth Achieved Through Inheritance, Overtaking Entrepreneurship

The report estimates that more than 1,000 billionaires are expected to pass on $5.2 trillion in wealth to heirs over the next 20 to 30 years.

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?

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