Managers of Wealth

"30-baggers": why the UK has more than its fair share

There are many “old” economy names among the select group of UK companies which have appreciated in value by 30 times or more.

Why Homes in These Trendy Areas Will Be More Expensive Than Ever in 2023

Many insurers have stopped insuring high-fire-risk homes in California and insurance premiums in Florida increased by 33% last year.

Lighthouse Canton to expand and scale its Greater China client segment

In response to growing demand, Lighthouse Canton is bolstering its Wealth Management team’s capabilities to better service and scale the Greater China client segment.

Swift transition to a weaker dollar

These included far better news, faster than expected, on Chinese growth, receding risks from the natural gas shock on a six to nine-month view and a slowdown in the pace of Fed tightening.

EY’s Advice to Asset Managers Under ‘Acute Financial Pressure’

Everything should be on the table — but it always was, said Mike Lee, the global leader of wealth & asset management at EY.

Asset and wealth management sector is struggling with digital transformation

This finding is in stark contrast to other industries, where digital transformation and a focus on digital experience as a differentiator has become paramount to customer happiness and business survival.

Falling prices for investment properties expected

Top and good locations proved to be more stable in value than peripheral locations.

Will First Boston Get a Chunk of Credit Suisse's Fund Unit?

Specifically, this is assumed to be the Private Funds Group, wholly owned by Credit Suisse and part of the fund business.

Geopolitical tensions creating challenges for Swiss firms – though high proportion moving into new business areas despite crises

Credit Suisse publishes 2023 SME study on how geopolitical tensions are creating challenges for Swiss firms

Citigroup wealth unit stops margin loans against India Adani's securities - source

Citi's wealth unit decided to cut the loan-to-value ratio for credit against Adani securities to zero on Thursday

Nimesh Shah on bringing accountancy into the 21st century

‘Clients are really receptive about my role as CEO… they’re facing a lot of the same things that we’re going through as a firm as well: the great resignation, the battle for talent, what Covid has done to our profession as well.&a

Central Banks Buy the Most Gold in Over 50 Years

On Tuesday, the WGC also celebrated the 30th anniversary of its study on gold demand trends, which examines the cornerstones of physical gold market demand.

Hampden & Co’s Jeremy Vaughan: ‘Most private banks aren’t banks at all’

Jeremy Vaughan, managing director of banking, puts the company’s success down to its focus on core banking activity, rather than diversifying into other products.

UK gambling with £5.5trn inheritance as more than half don’t have a will

Of those that do have a will, the majority (53%) have not updated it within the last five years, with a further 14% never having updated it at all.

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.

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