Managers of Wealth

Designing the New Workplace Model

A common thread throughout our panel discussion was change. Whatever your organization experienced during the pandemic, change was constant.

Inflationary Concerns

In the meanwhile, oil prices continue to be a pain point for many countries.

Monthly Update: Financial Markets Still Navigating Volatile Conditions

Financial markets are experiencing further challenges as Russia’s invasion of Ukraine continues, China introduces more lockdowns and investors fret over central bank measures to tame inflation.

Meeting evolving expectations of ultra high net worth investors

The study confirms that the need to access services digitally is largely consistent: 89% of investors from every group analyzed — high/ultrahigh net worth individuals, millennials and baby boomers

Britons’ 'wealth score' falls 8% in first quarter

The rising cost of living impacted the household finances of ethnic minorities the hardest.

One in 10 advisers confident retaining clients' family wealth

Octopus conducted research to examine the relationships between the financial advice industry, advised clients and their families

How climate concerns are impacting Britain's wealthy young homeowners

Embracing sustainability is rapidly becoming the new lifestyle choice for many.

Asset protection and trusts- How much control will tip the balance?

In most jurisdictions, trust assets will be more vulnerable to attack from a settlor’s creditors

Why Are We Still Looking for Nazi-Looted Art?

This statement of 11 nonbinding principles was designed to support and encourage each country to make the resources available to aid in the identification and registration of Nazi-looted art.

They Don’t Know What They are doing

What’s even more intriguing is the fact that two members of the committee voted to leave the policy rates unchanged, while three other members were in favour of raising the rates more substantially.

Swiss Life Hits the Ground Running in First Quarter

The decline is most likely the result of the broadly negative trends in the financial markets this year.

They Don’t’ Know What They are Doing

The equity market has traded sideways after recovering from the precipitous fall in mid- March.

The more independent, the better

Especially in times of war and inflation, the question is not whether the markets will correct, but how much.

AJ Bell shares economies of scale with customers via 38% fund chargers cut

The funds are managed in line with five different risk levels so that investors can choose the fund that matches their individual risk profile.

UBS Investor Sentiment: Investors Concerned About the War Yet Stay the Course with their Portfolios

The survey found business owners tempering their hiring and investment plans and are focusing on increasing their employee benefits, IT spending and upgrading talent.

The End Of History

“Everything that can be invented has been invented.” - Attributed, probably falsely, to Charles Holland Duell, Commissioner of the US Patent Office from 1898 to 1901.

BTG Pactual reports record quarter ever for revenues and net income

With continued growth of client franchises, assets under management reached R$1.04 trillion, increasing 36% y/y

Market Update 9th May 2022

The Bank of England’s quarter point rise in the UK bank rate was also fully expected. We should though add a little critical commentary on its powers of forecasting.

How long will the US dollar’s strength continue?

The fear among investors is that QT comes too late, leaving the Fed with no choice but to raise rates so quickly that there is no time to observe the economic impact of each hike, with the risk that the economy falls into recession.

Review of the week: The dollar ascendant

US monetary policy is tightening, sending the greenback higher. This should ease US inflation even as it squeezes the costs of living and doing business for foreign markets.

Comment & Analysis