Managers of Wealth

Passing on your wealth to charitable causes

Philanthropic giving can be a tax-efficient way to put your hard-earned money to good use

Ten Trends For Wealth Management In 2023

Wealth managers have two choices: recalibrate their business models and accelerate their structural reform efforts, or risk falling behind.

Tackling the UK Gender Pensions Gap

Is it time for a more radical approach to closing the gender pensions gap?

ScS completes acquisition of sofa in a box pioneer Snug with the support of Evelyn Partners

In the financial year 2021 the company recorded revenues in excess of £30m, up from £7m a year earlier.

Ex-SJP adviser joins Love Island

Ron Hall, a former adviser at St James’s Place partner practice AJG Wealth Management, left the firm to find love and/or fame.

Schroders Equity Lens January 2023: your go-to lens on global equity markets

Our latest analysis highlights the charts and data that matter to global equity investors.

Inflation’s gravity check: what goes up, must come down

The chances of sidestepping deep recessions in 2023, and then pausing interest rate hikes, are growing.

Self-Assessment tax return – 10 tips to help you hit the January 31 deadline and avoid overpaying

From checking whether you need to file a return to leaving enough time to register or input your information and taking advantage of tax allowances to reduce your bill, acting now will stop you facing hefty fines

Alternatives enter a new era

The resulting contrast between equity and bond indices’ 10% fall and alternatives’ rise is stark.

An increasing number of Swiss companies are hedging against currency risks

Around half of the companies anticipate lower real GDP growth in 2023.

The case for Chinese onshore convertible bonds

More importantly, what makes China’s onshore market so appealing is not its size but the set of investor-friendly clauses that it provides.

Shaping 2023

While we accept that inflation appears to have peaked, we remain concerned that the market is still attributing a lower probability to inflation persisting at a level that will unnerve the global central banks.

Pictet: Positive Equity-Bond Correlations «Will Not Be Repeated»

This allows investors to theoretically spread risk and avoid the scenario of complete wealth loss.

Social Media Storms Are Not Only A Threat to Credit Suisse

What happened with Credit Suisse is proof that the financial industry is entering 2023 with a new risk.

Terry Smith lands £36m payout despite turbulent year for Fundsmith Equity

Fundsmith LLP profits rose to £58.2m

The Road To Hell

“MacGuffin: an object, event, or character in a film or story that serves to set and keep the plot in motion despite usually lacking intrinsic importance.” - Merriam-Webster Dictionary.

Size matters

The fact that the largest companies in the UK fared significantly better than medium-sized businesses does not mean that they will continue to do so in 2023.

Now is an ‘ideal’ time for young people to start building wealth, says investing expert

While there is no shortage of laughable investing advice to be found on social media, this struck me as good, sensible stuff, especially given what the market has done of late.

Market Round-Up

The World Health Organisation pushed Beijing to improve data transparency including case counts, disease severity and other health statistics with international travel by Chinese travellers forecast to jump from 5% of 2019 levels to 50% by the summer.

A sudden loss of wealth is devastating. These financial advisers know how to help people get their portfolios back on track.

Financial advisers can't work magic, but they can provide perspective and emotional support

Comment & Analysis