Managers of Wealth

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.

These banks paid the highest wages in the exceptional year of 2023

But based on the key figures reported for the past financial year, it is now possible to estimate which bankers the cornucopia was distributed to.

Three wealth mistakes of Succession's Roy family

The sentence is one of several harsh outbursts from super-rich media mogul Roy.

Lombard Odier’s historic headquarters take centre stage in the FT’s HTSI magazine

The refined interior design details found throughout the building also garner a mention in Jo Ellison’s editor’s letter, where she outlines our long-standing Genevan roots and expertise.

Lazard's Strategic Overhaul of Mid Wynd Portfolio Spurs Growth: 35 New Holdings Added

This move aligns with Lazard's Global Quality Growth strategy, focusing on sustainable high returns on capital.

Why Pictet’s bond boss is moving from ‘barbell to belly’ bets

Andres Sanchez Balcazar says the investment case for holding a mix of cash and illiquid assets has weakened.

How to invest like the ultra-wealthy

Ultra-high-net-worth members of exclusive investing groups are putting their money into private equity and real estate.

Seven unique insights into how to go 'Beyond Success'

By being loyal to them and investing in their growth, you’ll have people who can shift and grow with the business.

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