Managers of Wealth

‘Very important soft factors’ drive ZKB to Swiss equity trophy

Benno Arnold won first place at our awards, for a fund which has outperformed in its asset class over a 10 year period.

Dubai among the fastest-growing cities for the super-wealthy

New York resumes its position as top destination for millionaires, report says

Easing labour market pressures hint at turning point in UK inflation battle

While it is worth nothing that wage growth is a lagging indicator, the Bank will likely see this slight slowdown as a positive, though it still may not be enough to put pause on a further interest rate hike at its MPC meeting in May.

Karl von Rohr not seeking to renew his contract as Member of Deutsche Bank’s Management Board

During his tenure as a Member of the Management Board he has played a major role in re-establishing Deutsche Bank as a profitable and credible institution.

The Portuguese economy looks forward

Naturally, growth rates fell during 2022 from 11.9% year-on-year in Q1 to 3.2% year-on-year in Q4.

How to build a Liquidity strategy

Historically, well-diversified balanced portfolios have fully recovered their losses within 3-5 years, even after a serious bear market decline.

Where are the best investment opportunities in China?

China’s reopening after Covid lockdowns has attracted considerable investor attention, but there are longer-term trends to consider too.

Buffett Shows Investors How to Broaden Their Horizons

High-quality companies can be found outside the US, and often at cheaper prices.

It's time to go back and understand that annuity market again

We've been through a period where drawdown has been very prevalent, annuities perhaps weren't offering that value.

Global art market sales reach $67.8bn, study shows

Outside large sales, overall auction returns were 'subdued' in 2022, the Art Market/UBS report finds

Bentham Asset Management announces global income PIE fund in NZ

The fund is structured as a portfolio investment entity and a New Zealand managed fund vehicle.

Private Markets: attractive opportunities in the coming vintages

Private Markets have a history of strong performances following peak equity markets and even during recessions.

Is Another Former High-Flier Returning to UBS?

In early April, UBS announced it was bringing back Swiss Re chairman Sergio Ermotti as CEO to lead its acquisition and integration of Credit Suisse Group.

Why are wealth management firms ignoring their own succession planning advice?

Financial firms often tell their clients about the importance of succession planning.

Julius Baer Chairman Resets Firm on Acquisition Course

That suggests after years of enforced abstinence from major transactions, the bank is once again on the acquisition path.

Why Brazil could prove a major headache in UBS's takeover of Credit Suisse

Despite UBS acquiring Credit Suisse, in Brazil the latter is larger.

Philip Adler: «No Asset is More Valuable Than Clients’ Trust»

Universal banks often raise that money in the capital markets, with all the risks that imply.

CIO Lens Q2 2023: when rising rates bite

With companies and markets still adjusting to the reality of higher interest rates, it has been a volatile start to 2023.

Pause or hike, caution is still warranted

But irrespective of whether the Fed delivers a further rate increase, we see reasons to be cautious about the outlook for the US economy and corporate earnings.

JO Hambro UK Equity Income ends 10-year volatile Abrdn affair

Citywire + rated fund managers Clive Beagles and James Lowen have sold out of long-term holding Abrdn following the recent rally in its share price.

Comment & Analysis