Managers of Wealth

Budget 2024 – what does it mean for you?

Broadly, people with non-dom status pay UK tax on the money they earn in this country, but not on money they earn overseas unless they bring it into the UK.

The Gavekal angle: Gold now rises in the East

You need to watch the action in Mumbai and Shanghai, not New York.

Middle East Investment Panorama Report Unveils Booming Wealth Management Industry in GCC

The report also highlights the importance of attracting and retaining skilled client-facing staff amidst growing competition.

The environmental implications of 2024’s elections

Rather than upending transition spending completely, this may only alter the balance.

Why is inclusive digital marketing important?

By creating a welcoming and representative environment, businesses can establish trust and solidify relationships with their audience.

Earnings season: 'Magnificent 7' steal the show

During a somewhat bleak earnings season, the US tech giants managed to salvage some positivity for stock markets in the first quarter of the year.

Monthly update: Strong economic outlook keeps markets moving forward

Stock markets spurred by strong macroeconomic data and positive earnings season despite major economies falling into technical recession.

Latest news from Tatton Investment Management: Winners and losers of stabilising yields

Interest rates and yields appear close to equilibrium levels, a state of relative steadiness which enables activity to happen.

Morgan Stanley’s wealth-management unit is a key growth area, analysts say

Jefferies analyst Daniel Fannon praises bank’s ‘large wealth management opportunity’

Quilter delivers a 25% increase in adjusted profit to £167 million and a five percentage point improvement in the operating margin to 27%

Although higher than expected interest rates in 2023 led to a squeeze in consumer incomes and reduced propensity to invest, we benefitted from higher investment returns on shareholder funds.

BNP Paribas Asset Management study shows steady growth in female board membership despite regional disparities

Ahead of the 2024 annual general meeting season, BNPP AM reiterates its commitment to diversity, one of the pillars of its Global Sustainability Strategy.

UBS boss Sergio Ermotti warns of the dominance of US banks

It's a shame that it always takes a crisis to create something meaningful.

Do women investors really think differently to men?

There are also indications that women try to invest in women.

A cut above: Charles Sanford on why HNW clients choose LGT Wealth Management

Charles Sanford, partner at LGT Wealth Management, believes a client-driven over product-driven approach is key

Does your CEO need a brand shrink?

Brand consulting firms typically address large projects and operate organization-to-organization.

Rethink Perspectives: 2024 – a year of economic normalisation, despite the geopolitical uncertainties

When will central banks start lowering interest rates?

Higher interest rates driving UK pension scheme demand for fixed income end-game solutions

As a response to funding changes, 83% of schemes are defining an end-game strategy, with a 53/47 split between buyout and low dependency.

After he dies, Warren Buffett says 90% of his wife's inheritance will go into this one investment — and it's not Berkshire Hathaway. Here's why, plus 1 extra tool to transfer wealth

Given the astonishing track record, one might assume that Buffett would want this successful trajectory to continue through his estate after his passing.

Markets focusing on better US prospects

Inflation has continued to fall in the Eurozone, but the core reading (excluding food and energy) remained just above 3% last week.

Despite low inflation, SNB interest rate hopes are premature

The reason for this should not necessarily be found in the domestic price development.

Comment & Analysis