Managers of Wealth

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.

SPW: Sharp drop in inflation in October 2023

But it does suggest the BoE may be bringing inflation under control.

Why SJP planner Elaine Milne hit back at 'vitriolic' online abuse

'This war of words against SJP and its advisers was getting out of hand'

The CLIC® Chronicles - a meeting of minds with Carpenters Workshop Gallery: Loïc Le Gaillard on the intersection of art and sustainability

In 2019, Carpenters Workshop Gallery formed a partnership with Lombard Odier to present DYSFUNCTIONAL, an exhibition created for that year’s Venice Biennale Arte festival.

Are UHNW families too discreet for their own good?

‘Proactive reputation management can combine communicating a family’s positive contributions with fulfilling its desire for privacy.’

Predictions 2024: Wealth Management

Forrester believes that the wealth management industry will once again see the rise of new and old forces that will confuse, help, and hinder investors.

Why allocate to structured investments?

Unfortunately, to capture the full benefits of long-term investing, investors must endure—and stay invested throughout—a series of highly volatile and uncertain short-term return periods.

Schroders Global Investor Study 2023: Savers forced to reconsider their investment strategies amid inflation and geopolitical uncertainties

The vast majority of investors however remain optimistic, with almost 90% expecting returns to be either identical to or higher than last year.

What's next for equity markets?

But the fall in yields in early November has helped equities regain ground.

EU Acclaim Magazine features Davies’s shortlisted Wealth Management & Private Banking team

Davies is shortlisted in the WealthBriefing European Awards 2020 – Management Consultancy category and the full feature appears on page 27 of the pre-awards magazine.

IQ-EQ celebrates 70 years in Luxembourg

Throughout these past 70 years, our business has transformed, growing from a successful local player in Luxembourg to the leading global business we are today.

Calastone: Asia is a Fund Tokenization Leader

Firms engaged in fixed income and private assets were most advanced in their implementation efforts.

US earnings growth should underpin equities in 2024

The US benchmark’s stock index, the S&P 500, advanced by 20% through the end of July, then declined around 11% peak to trough, before recovering again in recent weeks.

AllianzGI bullish on China as ‘high-quality growth’ will create wealth management demand, CEO Tobias Pross says

Chinese regulators in August granted initial approval to AllianzGI to set up an onshore fund management company, which should start operations next year

Only 8% Of Millionaires Think They're Rich, Says Survey

The study highlighted that many high-earners are primarily focused on 'safeguarding their accumulated wealth.

FBN Next Generation Lombard Odier Award 2023 champions young entrepreneurs

The winner of the Intrapreneurship category is Iiro Kankaansyrjä, a Finnish entrepreneur who has transformed his family’s business to create ‘Recycling Agent’, a digital waste handling ecosystem.

Abrdn closes listed private equity fund after manager joins Lazard

The fund intended to outperform the MSCI World Net Total Return index.

Channel Islands to benefit from family office outsourcing boom

The Channel Islands have a combined trust wealth of more than £1 trillion, and family offices have been a growing area of expertise for the islands for more than a decade.

New report highlights latest trends in private wealth sector

The report demonstrates that the desire for the industry to change is there, and that wealth advisers are engaged in the evolving market trends.

Comment & Analysis