Managers of Wealth

Why the capex recovery will prove resilient

As a regime shift takes place, the global economy is on the cusp of a decade of higher capital expenditure by companies. Smart manufacturers are poised to reap the rewards of this.

How a Banking Squall Can Turn Into a Financial Tsunami

Orcel also sees no parallels to the global financial crisis of 2008 or the US savings and loan crisis in the late 1980s.

Wealth Management M&A: key deal structure considerations

In this second article in our series, we look at some of the other key issues to consider when structuring an M&A transaction.

Closing on the peak

Slower credit, trade, manufacturing and housing mean subdued growth and easing labour markets in the US, with some recessionary episodes later in the year.

Q1 Market Review - Better than it Seemed

Growth forecasts have continued to inch up, and the overall inflation scenario still needs to improve.

Rothschild & Co completes sale of North American Asset Management units to Wintrust

Rothschild & Co Asset Management U.S. will now merge into and operate its business as Great Lakes Advisors, LLC, Wintrust’s subsidiary.

Credit Suisse Group AG publishes results of the 2023 Annual General Meeting

All other Board members were re-elected for a further term until the closing of the planned merger with UBS.

Crises drive European evolution as core inflation persists

As inflation hits consumers’ pockets in the region, labour unions are responding with demands for higher wages, or contesting the prospect of working longer before retirement.

Analyzing fixed income manager performance

Like equity managers, fixed income managers have lots of different levers to pull to try to outperform the traditional benchmarks.

UBS boss Ralph Hamers: "Listen to my German one last time"

Although the largest bank in Switzerland is on the road to success, his services are no longer in demand.

Gen Z and investing: a field guide for wealth advisors — and a warning

Yet 1 in 3 members may get their financial advice not from professional wealth planners, but from TikTok and YouTube, platforms permeated with myths, misperceptions and outright falsehoods dispensed by so-called experts.

Taking the «Suisse» out of Swissness

While Vontobel has the largest market share consisting of $10 billion in US offshore assets via its Swiss Financial Advisors unit, boosted in 2021 with the acquisition of UBS's US offshore portfolio, many smaller boutiques are offering their US clien

UK economic outlook looks brighter but gaps still remain, warns Deutsche Bank

This is the third upward growth revision Deutsche Bank has posted this year.

Credit Suisse chairman ‘truly sorry’

Axel Lehmann spoke to the bank’s shareholder meeting ahead of the merger with UBS.

African billionaires flee the continent

How the mega-rich are preparing for a new post-Covid world elsewhere

How to pass on wealth tax efficiently

We take a look at the different ways you can pass wealth onto younger generations using ISAs.

UBS May Cut Up to 30,000 Jobs

In Switzerland, the publication reported UBS might cut up to 11,000 jobs.

Another crisis ahead? Five questions hanging over markets, answered

We are keeping a close eye on measures of loan affordability and on US banks’ commercial real estate lending, especially that related to offices

Where are the opportunities in fixed income?

As a result, we think it's time to increase exposure to bonds and investors holding excess cash should consider opportunities to lock in today's yields.

Wealthy Asians get high on fine wines

Fine wines are uncorrelated with mainstream assets, which makes the passion investment a valuable portfolio diversification tool, according to Cru World Wine co-founder.

Comment & Analysis