Managers of Wealth

Private bank CIOs reveal their worst calls in last 12 months

From missing the Japanese equity rally to 'uninvestable' Europe, chief investment officers of major private banks talk frankly about the trades they missed or got wrong.

The Beautiful Life

After a long, successful marketing career working for the likes of Coca Cola and Unilever, Namrata Kamdar was ready for a break.

Half of Europe’s asset managers yet to achieve 40% female representation on boards

Though boardrooms have ‘visibly evolved’, according to EY Investors Boardroom Monitor

Tidjane Thiam Achieves His Goal

This means the blank check company of the former Credit Suisse CEO has come further than many others.

Tax-efficiency for alternative investments

PPLI policies are highly customizable, and can be structured to allow for different types of investment strategies and asset classes that are generally not available in other forms of life insurance.

‘I am sick of sustainable investing’: Private bank CIOs ask for reality check

Some investors might be tempted to avoid mining companies, but they are essential if we were to achieve a transition towards renewable energy.

Credit Suisse Collapse Taints Swiss Finance Job Prospects

Some 44 percent think «real role models on the executive floors» are what’s needed to improve the industry's reputation.

Markets brace for US inflation data

The consensus expectation among economists is for the annual headline rate to fall to 3.1% in June for its lowest level since March 2021, compared to 4% in May.

Some private banks to charge the rich if accounts fall below wealth limit

The Straits Times understands that UBS, the world’s largest wealth manager, will impose a US$5,000 (S$6,700) relationship fee on private banking clients with less than US$2 million in invested assets.

What’s behind the slump at Ruffer?

The capital preservation fund famously made money in the 2008 financial crisis, but a ‘disappointing’ period has seen shares slide more than 10% in the past two months.

Baillie Gifford axes British Smaller Companies fund

The strategy was closed on 27 June after heavy outflows and poor performance over the past year.

Wave of Shareholder Activism Gripping Switzerland

The GAM rebels are only representative of a trend that is beginning to spread across Europe.

Swiss Re's Board of Directors proposes Jacques de Vaucleroy for election as Chairman at next AGM in April 2024

Until the next AGM in April 2024, Jacques de Vaucleroy will continue to lead the Board of Directors in his current capacity as Vice Chairman.

The foundations of a real estate revival?

Yet limited supply and investment into the net zero transition are providing both support and opportunities.

It’s Getting Hot out There

The phenomenon brought the focus back on how human activity is causing a rapid deterioration in global climate.

Government seeks to help savers understand pension income choices, eight years on from freedoms

The government have not gone as far to propose exactly what products and services should be offered by providers but are intonating a framework to work from to improve the market.

How outsourcing helps protect margins in asset management

Against the backdrop of a volatile and uncertain macro environment, asset managers can no longer depend on improving margins by increasing assets. Instead, they are increasingly looking to optimise operational efficiency through outsourcing.

Former Credit Suisse «Rockstar» Resurfaces

Now former Credit Suisse icon Zoltan Pozsar is back with a new firm.

PwC Global Asset & Wealth Management Survey

This trend is driven by market volatility, high interest rates, and fee pressure.

Julius Baer Says Doubling AUM «Not Unrealistic»

On Credit Suisse, Rickenbacher said attracting former clients of the fallen Swiss lender will take time, though there will be «some redistribution of market share» in the long term.

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