Managers of Wealth

Coutts support investors' call for Real Living Wage at Sainsbury's

While terms like ‘sustainability’ and ‘net zero’ seem to make up most conversations about responsible investing

VP Bank tokenises the first watch in Liechtenstein

The showcase of this tokenisation took place in the Vintage Lounge of the Vaduz watch store Huber.

CFA – this image is definitely passé in Switzerland

The current corona measures had a drastic effect on the notorious mass exams in 2020 and 2021

Fixed income: Update on US interest rates

Even after experiencing six months of historical rate moves—with the 10-year Treasury yield having spiked from 1.5% at end-2021 to last week’s high of 3.5%

Japan’s rising prices and diverging central bank policy

For a second consecutive month, in May Japan’s headline consumer price inflation rose 2.5% compared with a year earlier.

Earnings – Afterall it’s the Bottom Line that Counts

Total sales for the Nifty 200 universe grew 21% YoY, primarily led by Oil & Gas, Metals, Financial Services, and IT.

One Swallow Does Not Make a Summer

The speech was interpreted as a signal of the Chinese government’s commitment towards the 5.5% growth target for the year.

Genevan Entrepreneur Targeting Sberbank Switzerland

Zurich-based Sberbank, which is active in commodity finance has been up for sale after its Russian owner, one of Russia’s main banking groups

PCS by Mercer Launches Novel Digital Insurance Broking Service

PCS has the ability to provide remote end-to-end life protection broking services to clients; from consultation and medicals to documentation and contract signing.

Entrepreneurs and concentrated wealth: How to manage it

If entrepreneurs are to invest in other ventures, they are likely to only do so when the company is well established and generates sufficiently high profits to provide surplus capital beyond the business’s needs.

Deutsche Bank: «It’s All About Timing in China»

Despite having yet to make an overweight call, the bank expects incoming upside for Chinese equities with the opportunity to outperform global equities in the second half of 2022.

Why the global wave of wealth is set to continue

Despite climate of uncertainty, BCG projections expect nominal and real wealth growth to continue – though some areas will be weaker

Five reasons to use a Guernsey trust

They may also consider trusts for managing property investments, which have potential planning and tax pitfalls that clients need to be aware of.

Your Wealth, Your Way - Impact Reports 2021

Impact Roadmaps highlight positive change across five tangible impact goals: Inclusion, Health and Wellbeing, Climate Change, Responsible Consumption and Sustainable Infrastructure

How to pick the right wealth manager for the 2020s

Investors have never had more choice, but it can be tricky to find a good match

This CS banker can still be a superstar

The fact that the prophecy has not come true since then has not been able to damage the image of the CS strategist.

Lombard Odier PB CIO: 'A short-lived recession in 2023 is likely'

In equities, Monier prefers value stocks in the energy, financial services, industrials, materials, miners, healthcare and utility sectors.

Asset Management’s M&A Boom Will Continue

The value of asset and wealth management deals reached the highest level since 2009, PwC says — and the party isn't over.

'I’m considering buying my own fund', says manager

Bonds have sold off this year as investors are concerned about the impact of inflation on the asset class.

Schroders Global Investor Study 2022: ‘Expert’ investors more empowered to prioritise their values and principles

The results show that investors who class themselves as being ‘expert’ are more focused on the role that their principles and values can play in their investment decisions.

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