Managers of Wealth

Are the Swiss and British financial centers moving closer together?

Negotiations could be completed by late summer 2023.

Mayfair Capital rebrands as Swiss Life Asset Managers UK

Firm sees opportunities in UK infrastructure

Should I Pick a Fund That Reinvests or Distributes Dividends?

Gulping, you sip your tea and open a Google tab.

How wealth tax will affect the UK’s super-rich

Charities, campaigners, and even some billionaires themselves are among those campaigning for a wealth tax but what will this actually mean for UHNWs in the UK?

UBS prioritises Credit Suisse investment bank integration and cost cuts

Decision on Swiss domestic unit expected with months

The impacts of inflation on charities reserves

For the majority of charities, their income will largely come from a combination of donations, and grants, with any further spending coming from their existing pool of reserves.

Generating consistent returns with SMID caps

In return, the partnership enables UBP’s clients to access a world-class equity specialist with a twenty-year track record of consistently delivering alpha across a range of market conditions and cycles.

Diversify into emerging markets with a sustainability lens

ESG leader EM strategies have outperformed their traditional counterpart MSCI Emerging Markets Index, and currently have favorable valuations.

Our latest luxury London property insight

What happened in Q1 and where might the market go from here? Here’s our latest insight on London’s prime property sector.

Morningstar analysts back Trojan Income despite poor performance

Morningstar analyst Jack Fletcher-Price believes the £1.2bn fund’s focus on dividend growth should reward investors in the long-term, after its assets slide to a third of 2020 peak.

How investible is natural capital?

Five key things I took away from a recent discussion on the increasingly important investment theme of natural capital.

Winning HNW Clients Can Take Years: RayJay FAs

Nearly half of high-net-worth investors plan to change or add wealth relationships over the next two years, according to a 2022 survey by PwC.

US threatens to put debt ceiling through breakpoint test

The US breached its USD 31.4 trillion debt ceiling in January, and the nation now owes more than USD 31.7 trillion, and counting.

Exclusive interview with Marc-André Poirier, Indosuez Switzerland CEO, with Agefi

'' In Switzerland, Indosuez weathered the financial turbulence ''

Invesco places £3.6bn UK income fund duo ‘under close review’

While a renaissance for cheaper stocks has helped performance at Invesco, the group admits that few of its funds are consistently beating their benchmark in its latest value assessment report.

Julius Baer UK CEO: We mustn’t ‘patronise’ the next generation

David Durlacher says that despite Julius Baer’s century-old history, the firm is prioritising the next generation of investors, looking for authenticity over tradition.

Why higher prices and rates are the new normal

Wine enthusiast and head of Australia fixed income at UBS asset management,Tim Van Klaveren, is pessimistic about inflation and says the next leg of the cycle “is probably back up”.

Romeo Lacher: «This bothers me personally»

He explains where the volume will come from and why a second major wave of outflows is looming at Credit Suisse.

“The Credit Suisse crisis isn’t destroying faith in the Swiss model” – Frédéric Rochat, Managing Partner

Some people believe it was the Credit Suisse name itself that generated confusion among investors, encouraging them to link the institution’s difficulties to the entire sector.

Researcher claims to be 'misquoted' in media report on high net worth foreigners becoming citizens

“After our statement was issued, the researcher wrote to MHA to say that he had been misquoted by the media," Home Affairs and Law Minister K Shanmugam said in Parliament on Monday (May 8).

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