Managers of Wealth

Credit Suisse Deal With Michael Klein Raises «Serious Issues»

Credit Suisse is on the verge of acquiring the company of ex-investment banker Michael Klein.

Does it make sense to ditch the 2% inflation target?

Investors are beginning to question whether central banks should set their sights higher.

How to Help Middle-Rich Clients

Techniques to help minimize estate tax liability for the merely rich, without the cutting-edge strategies often used by the ultra-wealthy.

Five things investors should be prepared for in 2023

Most of us feel poorer in real terms now than we did this time last year, a conclusion that has been reinforced, over and over again, during thousands of transactions over the past year.

Schroders named one of UK’s Best Places to Work in 2023

We’re proud to have won a Glassdoor Employees’ Choice Award, honouring the top 50 UK Best Places to Work 2023.

UBP in Asia: 2022 round-up and 2023 objectives

The business mix in 2022 reflected these trends, with reduced transactional activity offset by higher net interest income.

Most wealth managers expect further increase in ETF investing, HANetf survey finds

Some 87% of those surveyed reported increased investment in ETFs in 2022, with 81% saying they expect to see increased investment in ETFs this year.

Passing on your wealth to charitable causes

Philanthropic giving can be a tax-efficient way to put your hard-earned money to good use

Ten Trends For Wealth Management In 2023

Wealth managers have two choices: recalibrate their business models and accelerate their structural reform efforts, or risk falling behind.

Tackling the UK Gender Pensions Gap

Is it time for a more radical approach to closing the gender pensions gap?

ScS completes acquisition of sofa in a box pioneer Snug with the support of Evelyn Partners

In the financial year 2021 the company recorded revenues in excess of £30m, up from £7m a year earlier.

Ex-SJP adviser joins Love Island

Ron Hall, a former adviser at St James’s Place partner practice AJG Wealth Management, left the firm to find love and/or fame.

Schroders Equity Lens January 2023: your go-to lens on global equity markets

Our latest analysis highlights the charts and data that matter to global equity investors.

Inflation’s gravity check: what goes up, must come down

The chances of sidestepping deep recessions in 2023, and then pausing interest rate hikes, are growing.

Self-Assessment tax return – 10 tips to help you hit the January 31 deadline and avoid overpaying

From checking whether you need to file a return to leaving enough time to register or input your information and taking advantage of tax allowances to reduce your bill, acting now will stop you facing hefty fines

Alternatives enter a new era

The resulting contrast between equity and bond indices’ 10% fall and alternatives’ rise is stark.

An increasing number of Swiss companies are hedging against currency risks

Around half of the companies anticipate lower real GDP growth in 2023.

The case for Chinese onshore convertible bonds

More importantly, what makes China’s onshore market so appealing is not its size but the set of investor-friendly clauses that it provides.

Shaping 2023

While we accept that inflation appears to have peaked, we remain concerned that the market is still attributing a lower probability to inflation persisting at a level that will unnerve the global central banks.

Pictet: Positive Equity-Bond Correlations «Will Not Be Repeated»

This allows investors to theoretically spread risk and avoid the scenario of complete wealth loss.

Comment & Analysis