Managers of Wealth

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.

Breaking taboos in Swiss private banking

It is shaking the foundations of this secretive profession - what's more, there are many indications that the dam has now been broken.

IQ-EQ’s Bagshaw: The asset management industry must do more to fuel female success

Caroline Bagshaw highlights the initiatives firms should adopt to move the needle towards better diversity, equity, and inclusion

Robeco Switzerland exec ‘not surprised’ by lack of female PMs

The gender of a fund manager should be irrelevant but it is often not.

Women in power: Meet the 200 female leaders making waves

As of 2023, there are 14,555 women-powered businesses in the UK

Luxembourg Ucits funds gained from impressive rebound

New data shows assets reached €4,460.5 billion in 2023 – a 5% increase on December 31st in the previous year.

Basel III: Special Conditions for Wall Street Banks

Similar efforts to weaken or delay regulations aimed at strengthening banking resilience are likely in other countries as well.

Commonwealth Partners with Legacy Capitals, Enhancing High-Net-Worth Offering

Firm supports advisors with education and consulting on the complex needs of high-net-worth families.

Value-creators beat the fade

Time in the market, on the other hand, has proven to be more beneficial for longer-term investors focused on quality companies with strong fundamentals.

September blues for tech unlikely to last

The FANG+, which tracks the top 10 most traded tech stocks, lost 6.2% over the week.

Wage demands 2025 of the Swiss Bank Employees Association

In addition, long-term employees whose wages have not been increased for five years or more should now receive a wage increase.

Warren Buffett: 5 Ways To Build Your Wealth Fast

Buffett says that before you do anything else, you’ve got to get your spending under control.

Wealthy families already know they must look beyond ESG to their ‘legacy’

New regulations governing fund ratings will help, but there are other ways to navigate the confusion

CG Asset Management criticises PRS REIT board over investment adviser terms

CGAM, a shareholder in PRS REIT, has raised concerns over potential conflict of interests

Wealth Managers Post Asia AUM Growth Across the Board

In the first half of 2024, private banks in Asia saw robust growth in assets under management.

State of UK equities: time to back British again?

British companies have a reputation for being tenacious and innovative, and their valuations are currently compelling.

Comment & Analysis