Managers of Wealth

Is it The Dawn of a New Golden Era?

After a difficult year with strong headwinds, the gold market is on an end-of-year upswing.

BNY Mellon Wealth Management and Campden Wealth Study Reveals Succession Disconnect Between Next Gen Individuals and Family Offices

Study Finds 85% of Ultra-High-Net-Worth Next Gens Confident About Preparation for Succession, While Family Offices Believe 39% Are Prepared

CaixaBank voted ‘World’s Best Bank in Data Analysis and Artificial Intelligence 2022’ at the Qorus-Accenture international awards

CaixaBank also received silver in the global ‘Most Innovative Bank in the World’ (Global Innovator 2022) category.

“Stock-picking and active management are set to become very attractive again”

At the moment, the consensus is for earnings growth of 5% in 2023.

Finance Professor Named Top Post at Prestigious Swiss University

Manuel Ammann is the newly designated rector of the University of St. Gallen (HSG), with the Cantonal government of St. Gallen approving the election by the Senate and the University Council.

Credit Suisse Gets a Belated Slap From Analysts

The number of Credit Suisse shares increased by over 50 percent to around 4 billion with the capital raise, which was carried out in two steps.

Dominique Boer: «Philanthropists Want to be Co-Creators»

For philanthropists nowadays, it is no longer sufficient to simply deploy capital and watch from the sidelines, with an increasing number preferring instead to take a more active approach.

The end of globalisation?

These political upheavals were probably a turning point in the growing acceptance of the idea of de-globalisation among the elite.

BoE raises base rate to 3.5%: what this means for your personal finances

At its meeting ending on 14 December 2022, the MPC voted by a majority of 6-3 to increase the Bank Rate by 0.5 percentage points, to 3.5%

The persistence and impact of inflationary pressures was deeper than we anticipated, and will probably take US interest rates as high as 5% in 2023 as the Federal Reserve tips the economy into recession, weakening the housing

Strategy blog: A monetary round-up

Policy rates for the ECB and SNB are now firmly back in positive territory in nominal terms, and were not negative at the Fed or BoE to begin with.

‘The SNB sounded quite worried about inflation’: Rate hike reactions

The Swiss National Bank increased interest rates for the third time this year.

Dominic Volek: «Largest Millionaire Migration Flows May Come in 2023»

If this prediction is accurate, the growth in private wealth migration over the past decade will have increased by 145 percent despite the two-year pandemic plummet.

Worst Timing for ESG Women Equity Fund

An additional blow came from greenwashing accusations against the fund manager in June.

New Year’s portfolio resolutions

The end of another turbulent year is a time both to reflect and to make plans, with many of us thinking about our New Year’s resolutions.

Asset Management: Millennium’s secret weapon

Plus, short selling is back, metaverse ETFs, and Casablanca returns to the big screen

Rothschild & Co announces the publication of R&Co4Generations Progress Report 2021-22

R&Co4Generations is a key pillar of the Group’s strategy and an enabler to create a sustainable future for the next generations.

Bernard Arnault, emperor of luxury and world's top fortune

They include some of the most recognisable names in fashion and prestige goods, from Louis Vuitton and Kenzo to Moet Hennessy and Tiffany.

Where Next for the US Dollar?

The greenback has had another strong year, but there are a turning point has been reached.

How tough life lessons can ease UHNW clients' anxiety

You need to put the oxygen mask on first, and then you can tend to your clients, says advisor

Comment & Analysis