Managers of Wealth

Consumer duty could spark new MPS wave

Recent Cerulli research highlights how consumer duty may push advisers who want to focus on models and cost towards model portfolios.

Oil and beyond – the Gulf economies’ path to new horizons

The GCC countries are making efforts to maintain strategic flexibility despite a decoupling of global geopolitical blocs led by the US and China.

Why invest in a balanced portfolio now?

But global equities retreated in the third quarter, and bond yields rose sharply.

Long-term asset funds (LTAFs) and investment trusts: the pros and cons of both

Investors have long made use of a wide range of investment trusts focused on private markets. Recent regulatory change and innovation is bringing a wider choice, including the open-ended LTAF.

Swiss Postal System is Going for the Gold

Swiss Post's Philoro range includes gold products such as the Swiss gold Vreneli, the Vienna Philharmonic, and gold bars and combination bars in various weights.

Fundment offers advisers climate philanthropy tool

Through partnership with the Global Returns Project

Uncovering behavioural biases when investing

With the right approach, investors can counteract the behavioural biases that could otherwise lead them astray.

Man GLG pulls plug on water fund and team exits 18 months after launch

Managers Yohann Terry and Jann Breitenmoser have left the group following the closure of its first Article 9 fund.

Investing in private assets: what does the future hold?

Historically, the best years for private equity have often been the crisis years – 2001 or 2008 for instance.

Tough economic conditions taking toll on advice profession – NextWealth

Report also highlights ‘clear distinction’ between ‘planners’ and ‘advisers’

The Emergence of a New Class of Super-Rich

This fast-growing global elite of highly influential super-wealthy movers and shakers boast investable assets of USD 100 million or more.

Bosses Offering Bonuses for a Return to the Office

The majority of top managers see geopolitical risks and the fragmentation of the international order as the main obstacles to growth.

8 Signs You’ve Jumped From Middle Class to Wealthy

While defining each class is tricky, there are several clear indicators separating the middle class from the truly wealthy.

Teodoro Cocca: «How good is the new UBS?»

The even greater management challenge than the integration of Credit Suisse is to exploit the long-term competitive advantage of a much larger UBS.

Is Asia's next generation ready for $2.5 trillion wealth transfer?

It takes a long time for Chinese parents to feel prepared to give their children possession of assets,” says Jocelyn Tsao, who heads Withers’ family team in Hong Kong.

Swiss Life relies on the power of the midnight sun

Swiss Life Asset Managers have purchased an entire portfolio of solar rental contracts from the Norwegian company Otovo .

Markets undermined by rate worries

Instead, the rise in yields appears largely due to technical forces operating at the long and ultra-long end of the curve.

Citigroup outlines process for layoffs, reassignments in global staff memo

Employees whose jobs are eliminated may be eligible to apply for other positions, and the company will offer severance pay and notice periods where eligible

The UBP EAM team’s guiding principles are quality and selectivity

UBP has a Tier 1 ratio of 27.3% and a short-term liquidity ratio of 262%, both of which make it one of the sector’s best-capitalised banks.

Monthly update: have interest rates finally plateaued?

Interest rates, the rising oil price and China’s challenges are all on investors’ minds this month.

Comment & Analysis