Managers of Wealth

Zug consolidator takes majority stake in Top 50 IAM

Cinerius Financial Partners takes a majority stake in Swiss wealth management firm but, as with previous acquisitions, will allow it to keep its name and business model.

Edmond de Rothschild Corporate Finance confirms its position among the leaders in Small & Mid Caps with 60 transactions carried out in 2022

Based on a long-term view, the team specialised very early on in developing strong verticals in promising sectors that showed resilience in a context of crisis and inflation.

Spotlight on Growth Momentum in Asia

Asian economies have proved resilient, underpinned by factors such as increasing domestic demand, moderate inflation and renewed long-term capital inflows

Value’s resurgence: flash in the pan or here to stay?

With investors wondering whether value’s outperformance of the last two years can be sustained, Ben Arnold looks at three key questions at the heart of the debate.

Japan’s path to normalising monetary policy

Japan’s economy is looking relatively healthy.

Export industry defies challenging environment

Due to the numerous global challenges, SMEs are focusing on securing what they have already achieved, with penetration of additional markets receding into the background.

Is now the right time for alternatives?

A balanced approach that benefits from both beta and alpha strategies, and uses a full set of available instruments, while taking risks into account, can improve outcomes.

Investing in Credit Suisse Rights Offering Pays Off

Almost all of them, some 98.2 percent of the share capital, took advantage of the opportunity.

Aviva Investors, Invesco, Abrdn to hire in growth areas, shun ‘sweeping’ job cuts

Despite mass layoffs in other sectors, some of the City’s largest asset managers are still selectively hiring

Swiss fund market shrinks 13.7% in 2022

Flows remained muted throughout the year, and by December 31 the industry had seen net outflows of 5 billion Swiss francs.

Emerging market outperformance set to continue

As a result, fed funds futures markets are now pricing around a 95% chance that the Fed will further reduce the size of its expected February rate hike to 25 basis points.

7IM previews retirement income solution linked to platform

They can then select different types of products based on these incomes and expenditures to see what the client would end up with.

China’s 50% rebound: it’s not just about Covid

Abandonment of the zero-Covid policy has contributed to the 50% rally in Chinese stocks, but this is only part of the story.

Why one MPS boss is sticking with Terry Smith

Our view is that he has added a lot of value for our clients over a long period of time.

What could a US recession mean for gold and gold equities?

We look at how gold and gold equities have fared historically during US recessions.

Older generations ‘bridge gap’ to embrace impact investing

Furthermore, more than half said sustainable investing is bridging the gap between younger and older generations, and almost 70% reported sustainable investing is being embraced by the generation in charge of the family’s wealth.

Jeremy Howard: «Wine is an Alternative Asset Class Today»

In fact, wine has shined not just as a collectible but as a viable allocation within broader investment portfolios.

Recessions first, then recovery

The most recent developments show that economic and financial pressures are easing.

Swiss National Bank's Schlegel Says Too Early to Sound Inflation All Clear

Although low by international standards, Swiss inflation rose to 2.8% last year, outside the SNB's price stability target for prices to rise by up to 2% annually.

Monthly mortgage payments could drop by 25% by the end of the year according to Quilter

Those who purchased a property at this price and mortgage rate with a term of 25 years and an 80% loan to value ratio will be facing a monthly mortgage payment of £1,520.

Comment & Analysis