Managers of Wealth

Balancing Act-Monthly insights: Nikko AM

War creates significant uncertainty; commodity-driven price pressures set to complicate matters further

UBS, China Life asset management venture plan in limbo as talks stall – sources

The stalling of the talks underscores challenges for western financial firms looking to expand and grab a bigger share of China’s 100 trillion yuan ($15.70 trillion) asset management sector, which has opened up for bigger foreign participation.

Why the Tilney Smith & Williamson names are disappearing

The research also showed that the brands were well-liked by their legacy colleagues and clients.

Millennials’ wealth more than doubled to over $9 trillion since the pandemic began, but Baby Boomers are still worth almost 8 times as much

U.S. Millennial wealth more than doubled since the outbreak of COVID-19 from $4.55 trillion in the fourth quarter of 2019 to $9.13 trillion by the end of 2021

Gold on the rise amid geopolitical tension

Gold prices rose aggressively after the conflict between Russia and Ukraine broke out on 24 February.

Why do brands fail in Monaco?

Let’s put it in this way, over 80% of the luxury businesses coming to the Principality of Monaco fail to capitalise on their true potentials.

Abramovich investments highlight Cayman’s unknown Russia exposure

Tracing Cayman’s exposure in the more obscure, but potentially much larger, area of investment funds is more challenging.

Stefan Gerlach: "Of course the balance sheet of the SNB is a problem"

Mr Gerlach, for the first time in a long time, inflation no longer meets the definition of price stability.

Wealth Management: Shifting from product-centric to customer-centric

ESG is increasingly a key expectation across all client.

Schroders CEO calls for more financial health checks pre-retirement

We need to sell the benefit of good advice.

Coutts has ‘big goals’ for hybrid advice solution

A year ago, Coutts launched a partially automated solution for affluent customers, which included support from a face-to-face adviser.

Sunak looks to ease pressure on squeezed UK consumers

A cut in fuel duty will be welcome to UK households, but only partly offsets the pressures from inflation and tax increases.

Navigating New Wealth: What Women Require

We hear too many stories of advisors who get lost in the weeds talking about investments first and miss more pressing priorities.

How cryptocurrency investors are changing the world of wealth

But what do we know about these wealthy cryptocurrency investors? New research by Wealth-X digs into the demographics, wealth-source and interests of the wealthy who are part of the crypto space, to find out how they differ from their HNW peers.

Adapting to the risk of stagflation shock

The whirlwind of excess fiscal stimulus, the demand shock and surging inflation have been fuelling the persistent inflation narrative.

Billionaires problems and the man who solves them

Another matter that the ultra-wealthy face is their vulnerability to being taken advantage of. Both those with new and established wealth are unaware of how much things generally cost.

How CPAs And RIAs Excel Together

Partnering with financial advisors within the wirehouse community was the foundation for the Integrated CPA Alliance.

Russian Cash in Swiss Banks Back in Focus After Zelenskiy Speech

Zelenskiy says blocking cash part of ‘fight against evil’

The new escape funds in Swiss banking

Conversely, there are also customers who are now becoming aware of Switzerland.

Heightened Risks Undermine 'Buy the Dip' by Gary Dugan

The central banks are justified in their worries about inflation.

Comment & Analysis