Managers of Wealth

Caledonia Investments looking to sell fund manager 7IM

Caledonia has owned 7IM for seven years, after acquiring the company in 2015 for GBP100 million.

Wealth Management Firms Thinking Happy Thoughts Amid Ugly Bear Market

Erdmann, who was the top ranked advisor nationally last year, as well as many economists and advisors across the major firms on Wall Street are striking a positive tone despite the recent drawdown.

T Rowe Price bets on China reopening stocks

The prolonged Covid pandemic and stringent regulations are creating investment opportunities for investors in the long term, said the asset manager.

Dubai has emerged stronger from the pandemic: Julius Baer

The city has fallen two places in the Swiss bank’s most expensive cities index, but only because prices are rising faster in other cities, according to a new report

So, what does the DWS whistleblower really think about ESG?

She also decoded common problems within the global ESG investment industry

Millennial millionaires are delaying home, car purchases due to inflation

Millennials are three times more likely to be cutting back on big purchases compared with their baby boomer counterparts.

Swiss Real Estate Risk Rising, Correction More Likely, SNB Says

Stretched valuations make a market correction more likely, but the rate at which interest rates are increased will influence whether it would be smooth or abrupt

Slowing or stalling? A cautious outlook for the global economy

Russia’s invasion of Ukraine was the first, and has altered some dynamics in the global economy forever.

An age of real wealth destruction

Investors will need to seek real returns from ‘alpha’ as nominal rate hikes and monetary contraction pierce asset bubbles

Inflation Pressures SNB to Unexpectedly Hike Rates

It cannot be ruled out that further increases in the SNB policy rate will be necessary for the foreseeable future

Platforum: How to stand out without slashing fees

How can wealth managers differentiate themselves from each other without just racing to the bottom on fees?

Investment Outlook 2022 – mid-year update

This calls for a reassessment of the outlook for the rest of the year as investors seek to balance risk with opportunity amid market instability.

Schroder BSC Social Impact Trust launches its inaugural UK Impact Report

The Report details the tangible social impact of the investments made, on behalf of its clients, since the launch of the Trust in late 2020.

UAE golden visa programme attracts investment and talent, report finds

Wealth and migration trends report finds country’s agile approach has paid dividends

Russia to Lose 15K Millionaires to Emigration in 2022 – Analysis

Despite the reported departures of wealthy Russians, reports have said that many of the country's ultra-rich elites have consolidated around the Kremlin after the initial shock of the invasion died down.

How wealth advisory must be customised for the new generation

Millennials and Gen Z are increasingly take their place in the boardrooms of family businesses

Inflation will subside but recession looms, warns Pictet's Paolini

Swiss group's five-year outlook identifies emerging markets, commodities and other alts as opportunities.

Bonds are back – here’s why

A record sell-off coupled with a shifting economic backdrop mean opportunities in global fixed income markets have appeared.

Estate planning: why make a will?

This alone demonstrates the importance of estate planning for those who wish to have peace of mind for themselves and their loved ones when it comes to their succession.

‘Understanding client psychology is essential in money management’

Not surprisingly then the race to acquire a slice of HNI’s wealth pie is growing as India is witnessing a swift rise in the number of HNIs who are scouting for customised solutions to manage their complex needs.

Comment & Analysis