Managers of Wealth

Really?

The Fed funds rate is just 10bps below the rate of inflation. 10-year government bond yield are 150bps below the rate of inflation.

Knight Frank: Fewer Ultra-Rich in Hong Kong, China

Globally, the population of UHNWIs decreased by 3.8 percent in 2022 following a record increase of 9.3 percent in 2021.

Philanthropic Giving Needs A Healthy Dose Of Innovation

Taking a step back and looking at our overall dependence on technology today, we see that cars can essentially drive themselves, homes are now “smart” and entire careers are devoted to AI and machine learning.

Six charts that show how cheap UK equities are

How undervalued are UK equities? Let me count the ways.

Will SJP’s move to the UAE impact the expat advice market?

‘Healthy competition should always be welcomed’

End to Swiss Bank Bailouts is Wishful Thinking

But that is months away, and it could be a hot summer for Ermotti and his Credit Suisse takeover plans.

Working together across the client journey

For instance, perhaps they’re receiving an inheritance, going through a divorce, selling a business, downsizing, or even just holding lots of wealth in cash.

Schroders wins gender diversity award for Best overall Board and Exco

We’re proud to have won an award for supporting a more gender-balanced workplace and a fairer business environment at the INSEAD Alumni Balance in Business (BiB) Awards 2023

Strategies Ultrahigh Net Worth Individuals Use To Build And Keep Their Wealth

There are real, practical tools that multimillionaires and billionaires use.

Earnings season: What does it tell us?

Earnings season not only tells investors how well companies have performed over each quarter, it also paints a picture of future performance too.

Including private investments in an asset allocation

By trading off liquidity in a portion of your portfolio and taking on some more complex trading strategies, investors may lower volatility and achieve higher returns.

Commodities: a structural allocation for the next decade?

Our analysis shows that commodities are a better hedge than bonds in inflationary environments, and multi-asset investors should re-consider commodities as a strategic holding in portfolios.

US’s ‘March’ bank crisis is likely to linger longer

Higher interest rates and tightening credit conditions are curtailing smaller lenders’ ability to reinforce their balance sheets, and all US banks face the possibility of higher regulatory costs.

Are the Swiss and British financial centers moving closer together?

Negotiations could be completed by late summer 2023.

Mayfair Capital rebrands as Swiss Life Asset Managers UK

Firm sees opportunities in UK infrastructure

Should I Pick a Fund That Reinvests or Distributes Dividends?

Gulping, you sip your tea and open a Google tab.

How wealth tax will affect the UK’s super-rich

Charities, campaigners, and even some billionaires themselves are among those campaigning for a wealth tax but what will this actually mean for UHNWs in the UK?

UBS prioritises Credit Suisse investment bank integration and cost cuts

Decision on Swiss domestic unit expected with months

The impacts of inflation on charities reserves

For the majority of charities, their income will largely come from a combination of donations, and grants, with any further spending coming from their existing pool of reserves.

Generating consistent returns with SMID caps

In return, the partnership enables UBP’s clients to access a world-class equity specialist with a twenty-year track record of consistently delivering alpha across a range of market conditions and cycles.

Comment & Analysis