Managers of Wealth

Election risk in the driving seat for the US dollar

Political risk will be an important dollar driver in the months ahead.

Assante Advisor Tina Tehranchian to receive Lifetime Achievement Award from the International Association of Top Professionals

CI Assante Wealth Management congratulates Tina Tehranchian, Senior Wealth Advisor in Toronto, for being selected to receive the Lifetime Achievement Award 2024 from the International Association of Top Professionals (“IAOTP”). “This aw

Healthy economics, turbulent politics

Falling inflation has opened the door to a rate-cutting cycle in developed markets.

Cantor Fitzgerald and Silverstein Properties Announce Joint Venture with Turnbull Development, LLC for Opportunity Zone Development in Summerville, SC

This highly anticipated project will have immediate and long-lasting impacts on Summerville and provide a connected, community-oriented environment where people can live, convene, and enjoy.

Banque Edmond de Rothschild sells prestigious headquarters

The price for the properties in the legendary "Quartier des Banques": 58 million francs.

Switzerland falls behind in attractiveness for expats

Switzerland is less popular than ever with foreign professionals, according to a survey by the expat platform Internations. Despite the high quality of life, many skilled workers find it difficult to make friends in Switzerland.

Abrdn Switzerland prepares for big bang in US elections

At Abrdn Investments Switzerland, preparations are being made to go the extra mile in the fall.

First-round French vote leaves far-right short of absolute majority

The final outcome depends on how the centre and left-wing parties choose to field their candidates in the second round of voting on 7 July.

Oxford Risk urges use of ‘behavioural alpha’ to mitigate client losses

Effective engagement helps investors make financially sound choices while maintaining emotional comfort, thereby reducing the average 3% annual loss.

M&G's $12bn Optimal Income fund turns defensive as risks rise

The flagship fund's managers say tight credit spreads mean little yield is being given up to adopt a more defensive stance in the face of increased risks to bond markets.

Why compounding is the key to investment success

Compounding can build your wealth over time but it's important to adopt a disciplined approach to investing, focus on quality stocks and consider the risks involved

Survey details 'stark differences' between younger and older wealthy investors

Young, wealthy investors are increasingly skeptical that a traditional mix of stocks and bonds will generate above-average returns.

Disappointing impact of stronger nudge highlights need for earlier pensions engagement

The stronger nudge to pensions guidance intended to normalise people taking Pensions Wise guidance as part of the process for applying to take or transfer their defined contribution benefits.

The time is right to invest in commercial property

The recent price correction in commercial real estate has created a rare opportunity, and JLL is empowering UHNW investors to make the most of it

Banking expert takes on board mandate at Azek

She subsequently expanded the basic offering

Why now is the time to support small charities

Mary Rose Gunn, founder and CEO of venture philanthropy fund The Fore, on the role of HNWs and wealth managers

All change for our government… but no change for UK asset markets?

Investors and markets are expecting the incumbent Conservative Party to suffer a crushing defeat and the Labour Party a major victory.

BOOK: Discover Château Clarke

Through the pages of a lavishly illustrated book, immerse yourself in the fascinating history of Château Clarke, acquired in 1973 by Edmond de Rothschild.

Ten investment convictions for H2 2024

The prospect of such changes should translate into episodes of market volatility.

Actual Net Worth To Be Considered Wealthy In 2024

The rising threshold underscores the importance of strategic financial planning and wealth accumulation in today’s economy.

Comment & Analysis