Managers of Wealth

Rich men like Jeff Bezos to Sergey Brin leave their wealth in the hands of women

Brin's family office, Bayshore Global, named 35-year-old Goldman Sachs alum Marie Young as chief investment officer in January.

Swiss Banking on a Wild Goose Chase with the EU

Private bankers tend to gripe, usually to anyone within earshot, about how everyone and everything is always conspiring to get between them and their clients.

Evelyn Partners: We’ve turned away firms giving poor quality advice

Some firms have had to pay out millions in compensation for bad advice given by firms before they acquired them.

Wealth managers falling short in addressing ESG problems

Improper ESG engagement is leading to retail underinvestment, finds study

How innovative thinking can de-risk your portfolio

What worked in the past won't work in the future, warns veteran portfolio manager

3 investment trust ideas that could help tackle inflation

We look at the potential benefits investment trusts can offer to income-seeking investors and share 3 investment trust ideas.

Valerie Rockefeller: ‘The whole notion of philanthropy is built on inequity’

A lot of projects are about individual potential, so we do a lot in education, healthcare, the arts and expression.

LGT Navigator: Investors take cover ahead of central bank meeting

The euro fell against the US dollar at the beginning of the week for the first time since mid-July below parity and reached at times a low of 0.9970, respectively, the lowest value in more than five weeks.

Risks of default weighed on Bank Linth in the first half of the year

As the bank writes, operating income would have been at the same level as in the first half of 2021 if value adjustments in the interest business due to default risk had not been increased by CHF 2.8 million.

How equity release by the older generation is helping first-time buyers

The findings also reveal that property wealth is progressively being seen as a usable asset for today rather than a legacy investment.

Why are UK takeovers on the up again?

UK companies continue to draw takeover interest, especially from private equity firms. We look at why this is happening and which sectors may be most attractive for potential buyers.

Is it Time to Book Profits in Private Banks? Maybe ‘Strongly’ Yes!

These moves might not seem too much to some investors, but looking at the broader sectoral move, a 25% rally in the sector in two months is a bit over the top. The P/E ratio of the index itself has surged to over 20, now at 20.8.

Are Things Really That Good?

It is important to bear in mind that inflation can severely distort the apparent financial health of companies.

The golden rules to retirement planning: Piecing together the pension puzzle

In the second of our retirement series, we look at what you need to do to fund the lifestyle you want when you retire.

Schroders: Economic and Strategy Viewpoint - Q3 2022

In the quarterly update to our forecasts, we examine the impact that rapidly rising interest rates could have on global economic growth.

McDonagh - the woman who takes two steps at a time in CS

This brings the previous head of the Bank of Ireland a good deal closer to the top position in a global banking group.

HSBC: Singapore to House Most Millionaires Per Capita in Asia

The bank forecasts that millionaires will make up 18.5 of the city-state’s population by 2030, up from 7.5 percent in 2021.

Inflation surges to 10.1%: Mortgage borrowers urged to act as lenders get ahead of the BoE curve

The raised possibility of an increase in Bank Rate to 2.25% next month should really focus the minds of borrowers who can take steps to try and lock in at rates that are on the market now.

Where are people moving jobs the most in wealth management?

“The business development management (BDM) segment is the most volatile, the most active, part of the wealth management recruitment market at present,” he said.

How can external asset managers continue to be entrepreneurial?

For more than 30 years, services to external asset managers have been an important and strategic activity for Lombard Odier, with more than 70 employees working for EAMs and multi-family offices today.

Comment & Analysis