Managers of Wealth

With the End of Easy Money, Swiss Banks Need New Ideas

anks such as WIR Bank, Valiant, and Glarner Kantonalbank immediately announced the end of fees on high credit balances.

'Good is bad, bad is good’ idea is too simplistic

The July payrolls report isn’t a game-changer, but it does impact the timing of a potential recession and could make a soft-landing more likely, not less.

Biotech and the era of great liquidity

Initial public offerings and secondary offerings are the lifeblood of the biotech industry.

Government 95% mortgage guarantee scheme suffers disappointing take up

The latest data shows 15% of all mortgages completed using the government scheme were not first-time buyers, showing the scheme is proving relatively popular among other borrowers.

US inflation heading in right direction, but rate hikes still on the cards

It may be too early to declare victory yet as much of it will depend on the outlook for energy costs, but this is very much a step in the right direction.

A Challenges and an Opportunity

Last week’s US employment report had investors fretting about tight labour markets and the persistence of reasonable growth.

Novice investors: Nine personal finance rules to obey before you invest

A well-diversified investment portfolio can be an inflation-busting strategy over the long term, so follow our guide to get your household finances in order before you plunge into the markets

Zurich reports 25% rise in first-half operating profit, on track to beat all targets

Our first-half 2022 results show the solidity of our business and the value of our mid-term transformation.

Property values may be about to fall, but Derwent's demand remains high

Positive rental growth continues for the portfolio

Are family businesses more resilient?

While the share prices of family-owned businesses slumped by 23.7 percent during the first phase of Covid, companies without a family shareholder saw their share prices drop even more – by 30.7 percent.

Philanthropy Misconceptions

Think Bezos, Buffett and Musk have it wrong? Think again.

Tentative dollar divergence, continued euro weakness

While acknowledging this tentative change in mood, we are not altering our broader dollar outlook for several reasons.

The bankers who were billionaires for a few hours

TOP Financial Group, a Hong Kong-based online broker, has doubled its value eight times in a short space of time after going public.

Partners Group to buy giant insurance broker from Warburg Pincus

Foundation Risk Partners is a specialist insurance broker in the US.

China: Politburo drops GDP target and decrees stability in H2 2022

China has once again captured the attention of investors seeking shelter from unprecedented global policy tightening.

Q2 2022 Wayfarer Quarterly Commentary - WHIreland

Inflation continued its rampage across the western world, hitting 40-year highs in the UK and US and the highest level in Europe since the inception of the Euro.

No pain, no gain?

What comes next though is more ambiguous, but it’s unlikely to be as simple as good news is bad news, as investors deal with a Fed pivot pushed further into the future and conflicting signals on the US economy.

More Quilter advisers exit as network struggles to recruit

These departures are part of a trend, with almost 100 leaving the network in 2020.

Fitch Affirms Banque Pictet at 'AA-'; Outlook Stable

Stable and Diversified Business Model: Pictet is one of Switzerland's largest wealth managers, and its business model has performed well since the start of the pandemic.

Gap between earnings expectations and economic reality narrows

To these fears are now added the risk of a recession as central banks try to slow economies with higher borrowing costs.

Comment & Analysis