Managers of Wealth

Where are the best investment opportunities in China?

China’s reopening after Covid lockdowns has attracted considerable investor attention, but there are longer-term trends to consider too.

Buffett Shows Investors How to Broaden Their Horizons

High-quality companies can be found outside the US, and often at cheaper prices.

It's time to go back and understand that annuity market again

We've been through a period where drawdown has been very prevalent, annuities perhaps weren't offering that value.

Global art market sales reach $67.8bn, study shows

Outside large sales, overall auction returns were 'subdued' in 2022, the Art Market/UBS report finds

Bentham Asset Management announces global income PIE fund in NZ

The fund is structured as a portfolio investment entity and a New Zealand managed fund vehicle.

Private Markets: attractive opportunities in the coming vintages

Private Markets have a history of strong performances following peak equity markets and even during recessions.

Is Another Former High-Flier Returning to UBS?

In early April, UBS announced it was bringing back Swiss Re chairman Sergio Ermotti as CEO to lead its acquisition and integration of Credit Suisse Group.

Why are wealth management firms ignoring their own succession planning advice?

Financial firms often tell their clients about the importance of succession planning.

Julius Baer Chairman Resets Firm on Acquisition Course

That suggests after years of enforced abstinence from major transactions, the bank is once again on the acquisition path.

Why Brazil could prove a major headache in UBS's takeover of Credit Suisse

Despite UBS acquiring Credit Suisse, in Brazil the latter is larger.

Philip Adler: «No Asset is More Valuable Than Clients’ Trust»

Universal banks often raise that money in the capital markets, with all the risks that imply.

CIO Lens Q2 2023: when rising rates bite

With companies and markets still adjusting to the reality of higher interest rates, it has been a volatile start to 2023.

Pause or hike, caution is still warranted

But irrespective of whether the Fed delivers a further rate increase, we see reasons to be cautious about the outlook for the US economy and corporate earnings.

JO Hambro UK Equity Income ends 10-year volatile Abrdn affair

Citywire + rated fund managers Clive Beagles and James Lowen have sold out of long-term holding Abrdn following the recent rally in its share price.

Raiffeisen Transaction Price Index: Swiss home market still not out of step

The higher level of mortgage interest rates is still not disrupting the Swiss home market.

Wealth managers turn to tech to tackle suitability challenge

The study with wealth managers who collectively manage assets of around €565 billion shows widespread dissatisfaction with existing suitability assessments during recent financial shocks, including the COVID-19 pandemic and ongoing volatility coupled

The great misfortune of Jean-Pierre Mustier

The company will not complete any merger before the May 3 deadline

The 5 Wealthiest and 5 Fastest-Growing US Cities for Millionaires

The USA accounts for 32% of total global wealth and 36% of the world’s millionaires.

Swiss Parliament has Blunt Words for UBS

A hot topic is the domination of the Swiss banking industry by a single major bank that could develop concentrated market power in certain industry segments.

This bank lets savers participate immediately in SNB rate hikes

The rates of the Swiss subsidiary of the Danish online bank will therefore increase as soon as the Swiss National Bank raises its interest rate.

Comment & Analysis