Managers of Wealth

Now Is the Time to Rethink Portfolios

For individual investors, adding private investments to portfolios can be a game-changer.

China’s middle class, key to Beijing’s economic recovery plan, put spending on hold over wealth, income concerns

Southwestern University of Finance and Economics household wealth and income indices remained in contraction in the fourth quarter of last year

Swiss Life AM launches private infrastructure Eltif

The new fund will permit quarterly redemptions up to a maximum of 5% of net asset value.

Wealth Management Firms Say Active Management Will Be Key to Market Outperformance in 2024, Finds Natixis Investment Managers Survey

Natixis IM surveyed 198 US fund selectors, the investment professionals responsible for vetting and selecting the funds and other investment products on their firm’s investment platform.

How Will This Year's US Election Affect Investment Markets?

2024 will be a huge year for democracy with around half the world’s population going to the polls.

Structured products: The most important people in the market in 2024

These are the most important players in this business.

UBS: Between expectations and reality

This also explains the high reorganization costs that weighed on the result last year.

Trying to Remain Sober at a Party

Even the Dow Jones Industrial Average lags only four percentage points behind the NASDAQ over the same period.

Global Outlook 2024: Leading views on the year’s key hedge fund trends

At the same time, default rates have started to increase and bond exchanges – which is another term for restructuring, but which does not formally count as a default –increased sharply in 2023.

UBS: All Eyes on the Crown Prince

Even in isolation of those costs, profitability had been pointing down.

Monetary policy to give way to fiscal policy

The pause in rate hikes that started in late 2023 should help facilitate industrial transformation and support economic growth.

How Many Ultra High Net Worth Individuals In The Uk

These individuals possess substantial financial resources that place them in a league of their own.

Octopus launches £15m Future Generations VCT fundraise

VCT managed by partner Simon King

Leader: Why would firms allow intergenerational assets to walk out of the door?

Although three-quarters of advisers believe it is important to create relationships with their clients’ children, very few have done so

Four reasons for the yen’s steady appreciation this year

The BoJ is the only major central bank with a negative deposit rate and markets anticipate that the BoJ will raise this at some point in 2024.

Without hyperautomation, are banks at risk of losing customers?

The competitive pressure on traditional banks is currently increasing.

Hargreaves lansdown unveils multi-bank cash ISA platform

This reduces the complexities for clients, by allowing them to have ISAs with different providers all in one place.

2024, a pivotal year for investors

In the US and eurozone, activity in rate-sensitive sectors is no longer deteriorating. Job markets are better balanced.

Very strong operating result for Valiant in 2023

Valiant expects consolidated profit to be higher in the current year.

By one measure, Elon Musk has fallen into second place in world wealth rankings

Musk has argued that he needs more control over Tesla and has threatened to put artificial intelligence and robotics into a separate company.

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