Managers of Wealth

Jewel in the crown or ticking time bomb? Understanding data during an M&A transaction

We consider below how these three risks can be minimised during the sale process.

How Your Business Can Improve Customer Service Interactions Online

It can also encourage customers to make faster buying decisions because they know they can get support right away.

Wives should start learning how to manage money

Financial avoidance is a recurring narrative among women and wives, often passed down from previous generations.

What Brexit means for Guernsey and Jersey

Guernsey and Jersey are Crown Dependencies, whose relationship with Britain stems from the sovereignty of the British Crown, rather than the UK Parliament or HM Government.

Purpose, not platitudes: A personal challenge for top executives

To harness the power of corporate purpose, CEOs and other senior executives must pressure-test that purpose with their teams, employees—and themselves.

Swiss Small and Mid-Cap Equities – Consistent value creation

Switzerland’s fiscal stability allowed the country’s parliament to act quickly and adopt a substantial aid package of CHF 57 billion to support the domestic economy.

8 Myths of Private Equity

Probably the biggest myth is that private equity firms break up companies.

Rodolfo De Benedetti: "There are too many banks in Switzerland"

Decalia co-founder talks about his difficult relationship with his father and what connects him with the local financial center in the long term.

Where high net worth buyers can grab a discount in London

A combination of Brexit uncertainty and the current pandemic has seen many sellers reduce their asking price expectations in order to secure a sale.

The Rich Are Getting Richer, and That's Good for Advisors: Cerulli

he number of high-net-worth households is increasing, and that group controls more than 43% of U.S. investable assets, Cerulli reports.

The role of the adviser in intergenerational wealth transfer

Bringing together different generations can be fraught with problems but advisers who succeed will have happier clients

Citi’s new CEO: 'I think being a woman has been helpful'

Jane Fraser, the first female leader of a major Wall Street bank, has always enjoyed ‘playing the game differently’.

Covid-19 may have taken the sting out of a potential no-deal Brexit tale

‘No-deal’ is not on many people’s Christmas list, but given cheap valuations for both equities and sterling, it may not be as disastrous for investors as some have suggested.

2021 is the Year of the Ox. Will it be a bull market based on sustained recovery?

“The sheer volatility of 2020 is illustrated by the Dow Jones Industrial Average plunging (peak-to-trough) by 37% during the height of the pandemic in March but staging a stunning rebound of 62% in November to reach a record high.”

Willis Owen reveals the best and worst sectors and funds in 2020

The way we live, the way we work, and the way we consume have all shifted dramatically, with the reaction in markets bouncing from panic to euphoria on a regular basis as news of the virus and of vaccines dominated investment flows.

Bill Stone shares leadership advice with Forbes

Bill applies that philosophy to focus on facts and numbers and treat everyone equally—don’t play favorites.

Company Days Off: translating good intentions into good practice

Company Days Off should be approached carefully so as to prevent creating a hierarchy of causes or alienating employees.

The fox and the hedgehog: preparing in a world of high risk and high uncertainty Speech given by Charlotte Gerken

These and other responses serve to address one of more fronts of risk and uncertainty – whether from regulatory, legal or operational sources.

Financial advisers expect growth in onshore bond business

HSBC Life’s Bonds Pulse Survey of advisers up and down the country, specialising in wealth management, confirms that demand for onshore investment bonds is being driven by growing interest from clients in longer term investments.

Comment & Analysis

M&A 2021 Outlook