12/20/2023
Doves in the Ascendency
The Fed is signalling three rate cuts next year; the market is pricing around six.
Comment & Analysis
12/20/2023
How to Invest in 2024: Insights from Wealth Managers and Stock Market Experts
Wealth managers advise clients not to panic about interest rates, inflation and other challenges as 2024 approaches.
12/20/2023
Presentation of the Global Outlook 2024: A year full of opportunities on the markets
As 2023 draws to a close in a context of falling inflation and normalisation in view of monetary policies, 2024 should offer investors many opportunities.
12/20/2023
We want to bring wealth conversations to the kitchen table
A lot of people think the wealth creator is the client but wealth isn’t created in isolation, there is an ecosystem which has enabled it.
12/20/2023
Schroders Global Investor Study 2023: UK savers forced to reconsider their investment strategies amid inflation and geopolitical uncertainty
The Study also provided further insights into the various options being explored by UK investors in order to achieve their expected returns.
12/20/2023
Oil slips from OPEC+’s grasp – where will prices head from here?
Oil slips from OPEC+’s grasp – where will prices head from here?
12/19/2023
Schroders UK Financial Adviser Survey 2023
Advisers feel the impact of Consumer Duty as clients grow bearish and brace for further disruption in 2024
12/19/2023
Lombard Odier partners with Women in Finance research programme
The distinguishing feature of this five-year programme is its human resource-focused approach.
12/19/2023
For Gen X, a 'dream retirement' is a long shot
The next generation to be retiring has a lot of catching up to do
12/19/2023
One in five financial advisers unsure how to help budding philanthropists
Half of those polled by the Charities Aid Foundation say this is due to a lack of available training
12/18/2023
How wealth managers can invest for a nature-positive future
Proactively introducing nature positivity into portfolios is one way for investors to get ahead of shifting regulations, swings in public sentiment, and the impacts of a changing natural world.
12/18/2023
“Italy is a country of entrepreneurs" - Stephen Kamp and Alberica Brivio Sforza illustrate the importance of this strategic market
The wealth and asset management firm, founded in 1796, has always been one of the points of reference for entrepreneurs and their families, to whom it offers a wide range of services, from made-to-measure wealth management to succession consultancy.
12/18/2023
Put down your bags in the land of sustainability with DELSEY PARIS – interview with CEO, Davide Traxler
It has anticipated the evolution of uses and trends thanks to a culture of innovation that lies at the heart of its DNA.
12/15/2023
Teodoro Cocca: 2023 – the year of the intelligent bank manager
As long as machines require humans to identify stop sign lights from a selection of CATPCHA images, we probably won’t be taken over by a central form of artificial intelligence.
12/15/2023
ZKB adapts organization in the Swiss Stocks team
Wimmersberger, who has been deputy manager of the two strategies since August 2022, brings around 20 years of investment experience, particularly in the Swiss small & Mid caps with.
12/14/2023
Supporting many of the world’s leading families and wealth creators across generations and geographies
Sportspeople benefit from holistic family office approach
12/14/2023
Help Wealthy Clients Pass on Philanthropic Values to Their Children
It’s time to have uncomfortable conversations; advisors must step up.
12/14/2023
Is there a value opportunity in wealth managers?
The Analyst: Robin Hardy assesses the value opportunity for investors in wealth management and platforms
12/13/2023
Waystone goes live with Milestone Group’s oversight platform
The new platform acts as a comprehensive NAV oversight and validation tool across Waystone Management UK’s portfolio of ACD clients
12/13/2023
Churchill Asset Management Named A Best Place to Work in Money Management for the Third Consecutive Year by Pensions & Investments
Churchill employee responses highlighted the firm’s highly inclusive culture, learning and development programs, empowering management team and volunteer opportunities, among other strengths.