Managers of Wealth

CS' troubled past is now UBS's present

At least in theory – because in practice, with the CS takeover last March, UBS also took on the legal risks of the ailing big bank.

Study on alternative investments and private assets among Swiss investors

A recent survey of 300 Swiss high-net-worth individuals (HNWIs) conducted by Lombard Odier, has revealed that the share of investments in private assets is steadily growing in the current market environment.

Taking a Breather

The Fed still sees the need to raise rates and expects to keep the rates elevated level for some time.

Six steps for finding the best trades

To ensure you invest well and grow your wealth, you will need to learn the basics of researching and analysing the benefits and risks of each investment opportunity.

Quality income equities – why now?

Income-seeking investors can look to a variety of opportunities in fixed income, where we hold a most preferred view.

Team Malizia set sail on the final leg of The Ocean Race after a dramatic start

Racing for the remaining three boats continued, with Team Malizia second through the departure gates as they headed away from The Hague to negotiate the English Channel.

Moving beyond the inflation shock

In the US, rate-sensitive areas: housing, investment, manufacturing, and trade are slowing or contracting, while services have been more robust.

Monthly letter: Balancing act

As we approach the second half of 2023, markets are pricing a benign path forward. Implied equity volatility is the lowest since the onset of the pandemic, and the S&P 500 is up 20% from October’s low.

Billionaires are being demoted to millionaires in most of the world’s 15 wealthiest countries

Its research found that three-quarters of the cohort are concentrated across 15 countries.

What Makes Someone A High Net Worth Individual

This new-age term is used to denote cash-rich individuals who hold sufficient bank balances to bankroll even their most expensive dreams.

The Money Habits Of The Millionaires

The money habits of millionaires are critical to their survival.

Financial education charity backed by Quilter reaches 28,000 in first year

MyBnk's research shows two out of five of young adults are not financially literate and 61 per cent of young adults cannot recall receiving financial education at school.

8 Keys to Meeting the Needs of Ultra-Wealthy Clients

Put simply, they want to know that their wealth is being protected and being put to good use — whatever that means to them.

The Secrets For Keeping Wealth In The Family For Generations

With this in mind, let us take a look at how successful families have been able to keep wealth within them for generations.

According to the US analyst firm, UBS shares have great upside potential

The hard work of implementing new structures and processes or realizing synergies and cost savings is far from over.

Andreas Luder: «Clients are concerned about their custodian's security»

Andreas Luder, after more than 25 years at UBS, you became self-employed a year ago.

The challenges women breadwinners face

Women continue to make great strides in education, labor force participation and career advancement, and they are contributing more to their families’ incomes than ever before.

UAE will see the world's second biggest influx of millionaires in 2023

UK will see larger exodus of HNWIs than Russia in 2023

Lombard Odier recertifies as B Corp™ with improved score

Lombard Odier was the first global wealth and asset manager to achieve B Corp Certification in March 2019, with an impact score of 98 points.

Interview with Mr. Selman Bicaco Urrutia, Head of Private Banking, Piguet Galland & Cie SA

What do you consider to be the single most important aspect of Piguet Galland’s service that ultimately helps its clients sleep well at night?

Comment & Analysis