Managers of Wealth

Solving the solvency jargon

The Net Stable Funding Ratio or NSFR assesses a bank’s long-term liquidity

Shanghai’s wealthy residents upgrade to premium homes, ignoring property market upheaval

Sales of newly launched luxury homes jumped 39 per cent to 1,544 in the first half of the year, according to China Real Estate Information Corp

Turbulence in Japan equities: assessing the recent downturn and prospects for recovery

Unpacking the recent market slide and looking at the factors to focus on

Now Hiring? The UK's workforce woes

An environment of lower interest rate and strengthening economy growth should bolster UK companies’ profit margin and in turn the UK equity market.

Janus Henderson's Mio eyes tech opps, says investors 'overly bearish'

Chinese markets are ripe for a sharp rebound, says the asset manager's Greater China equities head Victoria Mio, who has built exposure to Apple's supply chain in a bullish tech replacement cycle call.

75% of wealth managers have little to no gold exposure despite its strong performance

This asset class traditionally performs poorly in a higher interest rate environment because it doesn’t yield anything

3 share ideas with the potential to grow wealth over the long term

For those with more time on their side, there are three key things to look for in a company – strong growth prospects, a dominant market position, and a history of being able to adapt.

Sing when you’re winning: Baillie Gifford’s boost on £4bn Spotify stake

Ballie Gifford has done exceptionally well on its Spotify bet, holding the streaming giant since 2015.

CIO Alert: Risk-off mood takes hold

The risk-off mood pushed the S&P 500 1.8% lower.

Philanthropy needs reform to be more inclusive and effective

To maximise the impact of charitable giving, all registered charities should qualify for tax-deductible status.

Real estate market: After CS shock, banks regain courage

The answer hardly satisfied the questioner.

How Philanthropy in Asia Is Evolving Private wealth investors, family offices, are on the rise.

Next Gen funders are prioritizing environmental, social and governance (ESG) criteria and seek evidence based solutions.

Wealth advisers focus on women of the ‘sandwich generation’

Many of these women in the so-called ‘sandwich generation’, who are approaching their own retirement, are inheriting significant wealth.

Three must-see charts for investors this month

This uncertainty once again emphasises the importance of strong guidance.

Tech correction provides tactical opportunities

In part, this reversal has been driven by the mixed interpretation of earnings reports from several prominent tech companies over the past week.

UHNWs in New Zealand Have At Least $30 Million in Wealth: Insights and Trends of Wealth Growth

This wealth data is due for an update next year

Schroders Capital launches AI analyst for private equity

Schroders Capital’s proprietary and internal-only platform harnesses the technical expertise of its data science specialists alongside the deep investment knowledge of its private equity team.

Top takeaways from the Mourant Jersey Trusts and Private Wealth Forum 2024

Diminished capacity is viewed by professionals as both a potential risk to the validity of a trust and a means of attack.

Walkers partners recognised in Chambers High Net Worth Guide 2024 as top trusts lawyers in Jersey

This is a significant achievement and recognition for the Walkers Jersey Private Capital & Trusts team.

Why (U)HNW families should think twice before moving abroad for tax reasons

Moving abroad for tax purposes is appealing but these are the issues all HNW families should consider before taking the plunge.

Comment & Analysis