Managers of Wealth

Family Business leadership: lessons learned

The current generation of leaders readily admit to making mistakes, especially if they learned from them, preventing more serious setbacks later.

The Office Desk: From Neat Freak to Creative Chaos

Whether it's a clean desk or a chaotic office, there's one case in particular where major mistakes and embarrassments lurk

Five funds to watch in 2023

Investment ideas for 2023 and beyond.

Quarterly markets review - Q4 2022

A look back at markets in Q4, when shares made strong gains.

Retail Outlook 2023 – Shortage of labor and skilled workers to become more acute in Switzerland

The Swiss economy proved highly resilient in the challenging global environment in 2022, with consumption supported by a robust labor market and immigration.

UK property fund Q3 redemption deferrals extend to CBRE

Retail funds remain mostly unaffected

Wealth manager sentiment towards bonds reaches highest level since 2009

Up to 53% from 2%

Next-gens welcome risk and encourage impact and innovation as they prepare for succession

With an increased tolerance for risk, coupled with a clear understanding of sustainable investing, digital assets / new tech and philanthropy, many feel they are in a strong position to grow their families’ wealth.

The Ultrarich Plan to Conserve Their Wealth in 2023 — What’s the Strategy

The uber-wealthy are also taking the tried and true approach of holding onto their stocks despite the recent tumult of the market, with many saying they’re holding onto inexpensive index funds as part of their long-term strategy.

Towards a change of cycle

All the major themes that have marked 2022 will remain relevant: inflation, the risk of recession and the tightening of monetary policies.

India’s promised boom

India’s economy will benefit from a global drive to diversify supply chains, manufacturing investments and technological infrastructure in 2023.

Five Steps to Stop the Nosedive at Credit Suisse

Like Deutsche Bank AG in the middle of the last decade, Credit Suisse has tripped itself into a downwards spiral in which failing client, staff and investor confidence leads to revenue losses, higher costs and tumbling profitability.

Taking stock of China’s rapid reopening

China’s unexpectedly rapid dismantling of COVID restrictions is paving the way for economic reopening, but the simultaneous surge in infections across the country suggests the path will be bumpy.

Lucerne private banker reflects on his unsellable Russian investments

‘Right now, we don’t know when or how we will ever be able to convert them back into money,’ said Jürg Staub of Reichmuth.

First impressions

That hawkish pivot drove cross-asset performance all year—the result of the Fed tightening financial conditions to slow the economy and bring inflation down.

'Investors should not forget the lessons of past crises'

It has been proven in 2022 that it is not impossible for equities and bonds to be correlated.

Five investing mistakes the wealthy don’t make

The good news is it’s not rocket science, and we can all learn from them.

SIX Swiss Exchange: Key Figures 2022

SIX Swiss Exchange recorded fourteen company listings

Robertson Stephens' Stuart Katz: Answering Key Questions Heading Into 2023

The strategic segment covers cash needs expected in 1-2 years, which allows for investment in a separately managed fixed-income account strategy that seeks higher yield while still maintaining a focus on capital preservation.

New Year's resolutions from 7 in wealth management

The temporal landmark that is the new year is a prime springboard for making plans to pursue a goal or change a behavior.

Comment & Analysis