Managers of Wealth

A positive environment for hedge funds

The hedge fund industry entered a difficult phase in 2009 because dispersion stopped moving in the right direction.

Companies Are Striking Out With Customers: Why CX Is Pivotal to Customer Retention and Where Companies Are Falling Short

The 5th Annual Broadridge CX and Communications survey uncovers correlation between consumer demand for an elevated communications experience and companies’ abilities to retain customers

Investors Need To Prepare For Era Of 'Big Government,' BofA Says

The trends that will impact portfolios include the fact that the era of big government is back; the era of cheap money is over; and the ‘peace dividend’ has been spent.

Rethink Perspectives: Energy – crisis or opportunity?

That was the question at Lombard Odier’s recent ‘Rethink Perspectives’ event in London.

Fixed Income Strategist: Pulling forward to push back

Since the beginning of the year, 10-year US Treasury yields have fallen by nearly 50 basis points and volatility has collapsed to levels not seen since June 2022.

UK narrowly avoids a technical recession in the fourth quarter

Economic activity fell sharply in December with the squeeze on household income likely to continue to impact growth in 2023.

Could Credit Suisse's Singaporean wealth managers one day work for... BNP Paribas?

One of them is BNP Paribas, which the FT says might be interested in Credit Suisse's Asian wealth management business in particular.

Women the future of advice: Netwealth

The data further revealed 22% of Gen Y women will have higher-than-average levels of household income, estimated at over $150,000.

Euan Munro: «The market will not reliably deliver returns»

A recent study from the Swiss National Bank examined the growing importance of investment funds in Switzerland at the expense of traditional banks.

A Third Of Russian Assets in Switzerland at Credit Suisse

Local banks are required to report deposits of non-sanctioned Russians of 100,000 francs or more to the State Secretariat for Economic Affairs (Seco) and have pledged not to accept any more client funds above that amount.

Schroders worst culprit as ‘dog’ funds reach £19bn

This is because it also acts as the underlying manager of a number of Scottish Widows and HBOS funds.

World’s Rich Reveal How They Spend Their Billions on UK Property

The register is a major policy shift, requiring overseas companies to declare beneficial owners or face potential prosecution.

Advisors are shifting service models from individuals to families

Majority of advisors moving toward new unified managed household model, Cerulli reports

Inflation-linked bonds during periods of inflation: how best to use them?

With inflation at its highest in decades, what returns should investors expect from inflation-linked bonds – and are they the best form of inflation protection?

Financial statements for six months ended 31/12/22 approved

Price sensitive

Quilter Foundation donates £25,000 to the DEC’s Turkey-Syria Earthquake Appeal

DEC charities are providing life-saving aid either directly or through local partners, but they urgently need more funds to reach more people.

George Muzinich: «Welcome to a New Reality»

The stock market was going up, the bond market was going up, and we were getting rich.

Two Male Private Equity Heads Aren’t Better Than One Woman

The pair will rotate the chairman and chief executive officer roles every year; not exactly governance best practice, even if the roles are better off separated.

Pictet and the Path to Becoming a Millionaire

Those who show patience and diversify their investments are usually rewarded

New think tank for the financial sector launched in Zurich

With this integrated approach of research, training and consulting, the SNFI offers a platform to accompany and optimally position companies on their way to the digital financial economy.

Comment & Analysis