Managers of Wealth

Romeo Lacher: «This bothers me personally»

He explains where the volume will come from and why a second major wave of outflows is looming at Credit Suisse.

“The Credit Suisse crisis isn’t destroying faith in the Swiss model” – Frédéric Rochat, Managing Partner

Some people believe it was the Credit Suisse name itself that generated confusion among investors, encouraging them to link the institution’s difficulties to the entire sector.

Researcher claims to be 'misquoted' in media report on high net worth foreigners becoming citizens

“After our statement was issued, the researcher wrote to MHA to say that he had been misquoted by the media," Home Affairs and Law Minister K Shanmugam said in Parliament on Monday (May 8).

Pension Fund Study 2023: Collective and joint institutions gaining ground

The study also examines why the investment strategy of collective and joint institutions barely differs from that of other pension funds, despite the fact that they have a younger age structure, for example.

Bank of America: UHNW clients see art as key asset 'more than ever'

Fine art, long seen as a stable asset class that performs independently of other investments, is king for many rich clients, according to Bank of America's Head of Art Services Drew Watson.

Fear is the path to... underperformance?

In honor of Star Wars Day (May the Fourth be with you!), let's ignore Han Solo's request (“Never tell me the odds!”) and look at the historical probability of gains and losses for the S&P 500, using different time horizons.

“The transition is an industrial revolution” - Hubert Keller, Senior Managing Partner

The banker also describes the essential role of oil companies in this transition and asserts that a bank should not have a prescriptive or moralising role when it comes to sustainable finance.

Family trusts key to succession planning: HSBC study

With China witnessing massive wealth creation, developing succession plans with support from professional institutions will help entrepreneurs better realise their goals, says Jackie Mau.

A Royal Boost: UK businesses expect £180m in revenue across Coronation weekend

As business owners look forward to the celebrations, SMEs across the hospitality and leisure sector expect the long weekend to bring in an additional £180 million2 of revenue.

Mike Ryan: Errors of omission versus errors of commission

There are effectively two types of errors that plague decision makers – errors of omission and errors of commission.

Jupiter changes benchmarks on two funds

Euro small-cap and sovereign opps fund

Three market scenarios: how would credit perform?

Corporate bonds can play a valuable role in portfolios in a wide range of market circumstances. But exactly how a credit portfolio is best positioned depends on what’s happening to interest rates, inflation and economic growth.

Funds bounce back in March with £2 billion inflows

Tracker fund flows rebounded with strong inflows of £1.6 billion in March.

Market risks warrant a selective stance on stocks

The first trading day of May was equally uneventful, with low volumes amid a holiday in many markets.

Why the ultra-rich are changing how they invest

High-net worth investors are switching investment strategies, according to new data

Guy de Picciotto: «China will be a gigantic wealth management market»

Hong Kong and Singapore have already begun to position themselves as offshore centers for wealth from China.

Inflation remains a moving target for central banks

To keep economies running smoothly, central banks in the developed world have settled on a steady, annualised 2% inflation target.

JPMorgan’s First Republic Takeover Brings Chance of Keeping 150 Wealth Advisers

JPMorgan CFO Jeremy Barnum cites wealth management division as positive amid a deal the bank “did not seek out.”

How the wealthy manage their money differently

HNWs have a team of trusted advisors who help them manage their money.

China’s reopening: reality check and what to expect

January and February are usually “data vacuum” periods in China.

Comment & Analysis