Managers of Wealth

SEI Survey Reveals Impact of Behavioural Biases on Financial Outcomes

Findings Highlight Importance of Goals-Based Wealth Management Approach for Advisors and Investors

How international is the Swiss banking elite really?

Globalization has accelerated significantly since the turn of the millennium at the latest. Closely related to this is the discussion about the emergence of a global economic elite.

Morgan Stanley Infrastructure Partners Completes Investment in Valoriza Servicios Medioambientales S.A.

Valoriza operates a concession-based business, with medium to long-term contracts with local municipalities that are inflation-linked with limited volume exposure.

Opportunities in high quality bonds

For selective buyers willing to withstand the year-end volatility, the current environment still provides a good opportunity to lock-in attractive yields on tax-exempt municipal bonds.

Earnings season is in full swing, what does this mean globally?

As a result, consensus is now expecting Q3 earnings growth to end at +2.4%, which compares to - 0.4% at the start of the season.

Can the rise in yields continue?

US government bond yields, especially on longer-dated debt, hit multi-year highs in October.

After a peak in UK interest rates, what’s next?

This combination suggests that interest rates have peaked and we expect the Bank of England (BoE) to leave rates unchanged for a second consecutive meeting when its monetary policy committee next reports on 2 November.'

Why Britain’s troubled wealth managers could be a savvy bet for investors

The UK’s biggest wealth manager St James’s Place has seen its value fall by more than 40 per cent this year, while rival Quilter has fallen by more than 15 per cent.

UK regions with biggest fall of wealth since COVID pandemic

The findings highlighted that the decline has not been distributed evenly across the country.

Which region has suffered the most from UK’s £2.2 trillion fall in wealth?

This means that the decades-long wealth boom, supercharged by the era of super-low interest rates over the 2010s, has been brought to an end.

Inflation eats away at wealth

The real value of fortunes has been eroding during the past two years at its fastest rate in more than four decades

Schwab Study: Millennials Want Fixed Income With Feels

A new Schwab survey finds millennials are investing in products that both guarantee income and align with their values.

Why invest in a balanced portfolio now?

This strengthens the case for investors adding to diversified portfolios.

How understanding our psychology could help when investing

It can give us insight into our reactions and the impact our decisions can have when trying to get the most out of our investments over a period of time.

The New UBS Also Bows to the Qataris

Neither the bank nor Al Thani confirmed the transactions to the agency.

Cash savings over the short term

In the current financial situation, with the background of ongoing wars, higher borrowing rates and the ongoing fallout from the Truss-Kwarteng budget there is an argument to be made for holding a higher proportion of short term savings in cash.

Study reveals wealth managers are overly reliant on intuition and client self-assessment when determining risk levels for clients

Around one in five (22%) say they strongly agree that they rely largely on client self-assessment when it comes to setting risk levels.

Deloitte – a job engine in Switzerland

This is also evident in personnel, where Deloitte has created several hundred jobs in Switzerland.

The founder of Chinese property developer Evergrande — who was once Asia's second-richest person — is no longer a billionaire

The wealth plunge follows a tumble in Evergrande's share price.

4 key goals wealthy families are prioritising

Four goals are increasingly front of mind for wealthy families, a report from DBS Private Bank showed.

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