Managers of Wealth

Evelyn Partners Team exchanges sale contracts for the business of Rowanmoor Personal Pensions Limited

The deal is expected to complete in February 2023.

Billionaires aim to tackle environmental and societal challenges

Survey of UBS billionaire clients reveals that they are applying capital and ingenuity to make a positive impact

MPS Offerings Are Cheap - But Watch The Returns

It turns out managed portfolio returns are not quite living up to Morningstar’s category indices, at least not for allocation categories – which is most of the market.

Entering the final stretch of 2022

Overall, policy news and economic data last week provided plenty for investors to chew on, though the 3-to-6 month investment outlook didn't really change.

Schroder Investment Solutions expands distribution reach of Model Portfolio Service

The MPS is now available on a total of 14 platforms across the UK market.

Gifting Money to The Kids This Christmas? Read This First

The great generational wealth transfer is under way, but there are many reasons it may already be going very, very wrong for benefactor and recipients alike

Swiss Life REF (CH) ESG Swiss Properties: Portfolio purchase worth around CHF 240 million

Its investment focus is on residential real estate in Swiss cities and their surrounding areas.

Schroders favours Chinese and Hong Kong equities amid 2023 recession

Equities are poised to rebound next year amid recession fears, said the British asset manager.

A bridge over troubled waters

The long-established dynamic is that central banks write between the lines and markets read between the lines.

Dream On

The markets prefer to ignore the economic data that shows the global economy is in a significant downshift in growth and facing prolonged high-interest rates.

Do central banks’ losses matter?

The prospect of financial losses can be seen either as the flip side of this era of monetary activism or the price to pay for previous policy choices.

Why banks have become an analyst versus market scenario

Bank earnings held almost steady in Q4 p despite the markets expecting worse

BIS analysis shines light on persistent risks in foreign exchange trades, hidden dollar debt: BIS Quarterly Review

The survey also put a spotlight on growing off-balance sheet US dollar borrowing in the form of FX swaps, forwards and currency swaps.

How wealthy is 'wealthy' in Korea?

'Newly rich' in 30s, 40s account for 18.4% of wealthy Koreans

The Princely Family of Liechtenstein Sends Masterpieces to Hong Kong

The Princely Family of Liechtenstein is sending 130 works of fine art from their Princely Collections, which span six centuries, to Hong Kong.

Safeguard a child’s financial future this Christmas with one of these seven tax-friendly gifts

As the cost-of-living crisis threatens household budgets up and down the country, shoring up the financial future of your children and other young family members has never felt more important

Patagonia’s bold precedent signals new direction for high-net-worth philanthropy

Working with high-net-worth philanthropists has shown me that no two philanthropists or charitable giving journeys are the same.

Asia Wealth swings to first half loss due to exposure to weak yen

The company reported that the foreign currency exchange loss in the first half had widened from USD197,409 from USD52,948 a year ago.

Schroders UK Financial Adviser Survey 2022: More than half of advisers have seen clients change investment plans as capital losses top concerns

The survey also found that a significant number of advisers have increased client holdings in cash and alternatives over the past 12 months, while 20% intend to reduce cash holdings next year in favour of equities.

Credit Suisse looks to speed up cuts as revenue outlook worsens

Credit Suisse said in October it intends to reduce its cost base by around 2.5 billion Swiss francs ($2.67 billion) to about 14.5 billion in 2025.

Comment & Analysis