Managers of Wealth

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

10 tips for smart, sustainable shopping this Black Friday

As such, what we buy also accounts for much of the human activity that is straining nature’s budgets – otherwise known as the planetary boundaries.

JTC to acquire Blackheath

The transaction is subject to various closing conditions and final regulatory approvals and is expected to complete during Q1 2024.

UK Autumn Statement reaction

Schroders economic and investment experts respond to the UK Government's Autumn Statement.

Autumn Statement 2023: Triple lock maintained to give 8.5% state pension increase next April

Sian Steele, Head of Tax at professional services and wealth management firm Evelyn Partners, asks if the state pension triple lock is sustainable over the long term

Looking Beyond China

Unlike post-bubble economic restructurings of the past, this one in China is being complicated by the shifts in the geopolitical order.

UBP Investment Outlook 2024

After a break, they then pick up afresh in January in the Middle East, Asia and on additional dates in Europe.

4 charities are thankful for Warren Buffett this Thanksgiving, as he gives away $870 million of his fortune to philanthropy

The head of Berkshire Hathaway has donated roughly $870 million to four family-run foundations, a continuation of the philanthropy he has undertaking since 2006.

The share of executives recognizing the business case for sustainability has tripled in the last year

The improved understanding of the ROI hasn’t translated into increased investment yet, however the last 12 months saw significant progress in sustainability roadmaps and shifts in business models

Balancing the risk and rewards of investing

There are other times when the balance between risk and reward are ‘about right’, including the volatile situation we find ourselves in today.

African billionaires seek new shores in hunt for offshore security amid currency challenges

This move not only indicates a significant change in wealth management strategies but also highlights the growing need for financial security against the backdrop of the fluctuating economic conditions in their native countries.

Ex-Pinnacle chiefs hunt for fast-growing fundies

Managing director Adrian Whittingham told The Australian Financial Review the firm had met with more than 80 fund managers since it opened in March and was getting close to allocating money.

Baillie Gifford: Our Managed fund became ‘over attractive’ to advisers

Assets in the firm’s multi-asset flagship have dropped from over £9bn at the height of the pandemic to around £5bn now, after the ‘hot money’ from advisers dried up.

IQ-EQ wins two awards at the AGF Service Providers Awards 2023

The awards were created to honour and generate both industry and public recognition of the outstanding efforts and accomplishments of fund service providers covering Africa.

European real estate: capitalising on market dislocations

As liquidity is unlikely to recover to the levels seen in the past six years, investors in the sector will be looking at longer holding periods and could turn to private lenders to increase their risk-adjusted returns.

Vietnam’s ultra-rich individuals to hit 1,300 by 2027: Knight Frank

It predicts that Vietnam will have more than 112,200 millionaires by 2027, a more than 60% increase from 2022 and a 173% increase from 2017.

IQ-EQ wins two awards in the Asset Servicing Times Industry Excellence Awards 2023

The awards are dedicated to supporting and recognising talented and dedicated firms, individuals and departments across the financial services industry.

Private banking: Here’s how it works

Private banks and wealth management firms, which cater to wealthy individuals, typically assign clients a main representative.

How I invest: 3 SIPP millionaires talk portfolios

The theory is that this rule allows you to take a steady 4% stream of income while maintaining sufficient funds that can be used to provide an income in future years.

Comment & Analysis