Managers of Wealth

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.

Chinese Art Purchases Grow Despite Economic Downturn

Nonetheless, art demand amongst the rich in China remains strong.

Why Amundi is downgrading €45bn worth of Article 9 funds

Industry uncertainty and discrepancies on how to define sustainability make Article 9 reclassifications a matter of responsibility, according to Amundi's chief responsible investment officer.

Credit Suisse Group AG executes capital increase by way of share placement and announces the final terms of the rights offering

This announcement is not an offer of securities for sale in the United States.

Protect your wealth in a tumultuous market – invest in gold

Diversification is the key to mitigating risk – and in tumultuous times like these, gold bullion is your secret weapon.

Comment & Analysis