Managers of Wealth

Expecting the expected: will your job still exist in 2040?

The future of jobs is changing. Our research explores the influences of new technology on employees and how to minimise financial impacts on employment

How is inflation affecting the big investment themes of the future?

We look at what the resurgence of inflation means for thematic investing.

UBS Global Real Estate Bubble Index: At the tipping point

For the study, UBS analyzed residential property prices in 25 major cities around the world.

Tactical US Equity Themes: 4 key opportunities

This month, the UBS Chief Investment Office reiterates their conviction in four key themes: Time for quality, Security takes center stage, Resilient spending, and Pricing power standouts. Additionally, they are closing the Reopening America theme.

60/40 or 30/30/30? BlackRock forecasts renewed focus on asset allocation mix

Recession woes mean investors must pay more attention to finding the right asset class mix, says BlackRock Investment Institute chief.

Majority of HNW individuals planning to use property wealth to fund retirement

The plans of over 1,000 people in the UK with investable assets of over £250,000 have been surveyed by wealth management firm, Saltus, which found that an overwhelming majority are opting to tap into their property wealth to help fund their retireme

Wealth backers: The funds bullish on Rathbones structural opportunity

In the second of a new series focusing on fund managers backing wealth firms, we talk to the investors betting on Rathbones’ recovery.

Silver lining in cloudy asset management sector?

Stock sell-off creates opportunities, but choose carefully

Daily market updates from our Chief Investment Office - Brooks Macdonald

Read detailed economic and market news from our in-house research team.

Positive NNA and increased profitability in 9M22; 2025 strategic plan to sustain profitable growth and achieve scale

Underlying operating income increased year on year, reflecting significantly higher net interest income due to interest rate increases across currencies and a rise in other income.

Gulf's $210bln philanthropy pot expected to grow - study

Wealthy individuals and family offices in the region are increasingly deploying capital with a focus on social or environmental impact, according to the report on the GCC, which comprises Bahrain, Kuwait, Oman, Qatar, Saudi Arabia and UAE

Alberica Brivio Sforza: flexibility and sustainability are Lombard Odier’s trump cards

'Interview published in ESG News, 14 September 2022'

New data reveals worrying spike in over 40s risking retirement with 35-year mortgages

Aside from an anomalous peak in 2018 following the introduction of later life remortgage or home loan offerings from various lenders, the current sales figures are the highest seen in a decade.

ONS GDP data: UK economy contracts 0.3% in August amid deepening cost-of-living squeeze

Gross domestic product (GDP) is estimated to have fallen by 0.3% in August 2022, after growth of 0.1% in July 2022 (revised down from a growth of 0.2% in our previous publication).

Regulations and Recession Fears Are Making Managers Rethink ESG

Almost half of asset managers plan to pause or reconsider their current ESG strategies, according to KPMG.

Why merging UBS and Credit Suisse is a bad idea

Although the market speculation about the merger between the two Swiss giants is intensifying, Credit Suisse might have more room to go before going for such a last-ditch option.

Sanctum Wealth : Investment Strategy

Even the Fed dot plot suggests a growing divergence of views within the Fed, which only spotlights uncertainty.

How High-Net-Worth Collectors Are Shaping the Future of Shopping

Close more big holiday sales by offering private appointments.

Asset managers urged to tap retail, private markets amid expectations of global growth slowdown for years

A study by Broadridge also predicts that individual investors will drive 42% of net flows in the coming decade compared to just 26% over the last 10 years

Markus Voegelin: "At Raiffeisen, the interest rate risk is central"

In addition to the Ukraine war, there are also dangers from disrupted supply chains, skyrocketing commodity prices and further interest rate hikes.

Comment & Analysis