Managers of Wealth

High Noon for Axel Lehmann

Although Lehmann did not directly refer to the current turmoil at Credit Suisse, his appearance was so confident and calm that one could only marvel, reported one participant at the event.

‘I expect landmines to go off’: GAM investments head on credit risk

David Dowsett warned that there could be trouble in private markets and areas of saving which have built up a lot of long duration exposure.

Head of Deutsche Bank annoyed with the ECB

The banks concerned had previously defended themselves against excessive interference by the central bank in day-to-day business.

Fractures in the family: Advising wealthy families in the midst of conflict

Recent upheavals sweeping the globe, including significant changes in social and familial structures and technological, political and economic shifts, have quite obviously also stoked the fire of underlying family tensions with incendiary results.

Stay the course in private equity

It is unlikely that private investments will be marked down to the same extent as public markets.

“Incentives are needed to encourage the sustainability transition” – an interview with Patrick Odier, our Senior Managing Partner

The US Inflation Reduction Act (IRA) is a huge, unprecedented programme of environmental and social reform through several hundred billion dollars of investment.

Third of HNWIs don’t want to discuss wealth transfer

Investment Trends head of research Irene Guiamatsia tells Professional Planner this presents a challenge for advisers.

2023: The point of new returns?

The first phase of the year should see the final leg in the upside to rates and in the downside to growth.

Schroders Global Investor Study 2022: People still expect improved investment performance despite economic uncertainty

By contrast, people in Italy and France were more cautious – expecting returns of 9.8% and 9.2% respectively.

Are investment trusts trading on big discounts 'bargains'?

The average investment company discount has widened more than 10 percentage points from 3.6% on 31 December 2021 to 14.3% on 18 November 2022, the Association of Investment Companies revealed recently.

Constructive outlook for precious metals

There has also been a modest rise in longer-term inflation expectations in most developed economies, which is a benign signal for precious metals.

Strategic Estate Planning for UHNW Individuals

Individuals with a net worth over $5 million are now more at risk than they have been in decades.

JPMorgan Leads in Wealth Management Digital Experience: Survey

A J.D. Power survey of wealth management customers also found that advised investors have greater overall satisfaction with their firm’s website and app than self-directed investors do.

‘The year ahead promises to be much more positive for markets’

The bullish prediction for 2023 by Nigel Green, Chief Executive of deVere Group, comes as investors look ahead after a rough year for markets triggered by headwinds

How has weaker growth and higher inflation impacted stock market performance?

During this period of low-growth and high-inflation, our article takes a look at the market impacts and examines the weaker sectors against those showing more resilience.

How can investing in AIM shares help to manage inheritance tax (IHT)?

This compares favourably with the usual rules that apply to gifts and simple trust transfers, when you have to survive for seven years before they fall out of your estate.

The Importance Of Succession Planning For Ultra-Wealthy Family Businesses

Severe conflicts regularly prove to be extremely problematic to disastrous for family enterprises

Peter Keller: Which wines go best with truffles

Some of the best wines in Italy come from here, primarily made from the noble Nebbiolo variety.

The most important words in investment – and Life

“There’s always something to do.”

Japan is poised for a timely wage boost in 2023

In common with many advanced economies, Japan is experiencing record inflation.

Comment & Analysis