Managers of Wealth

Earnings – Afterall it’s the Bottom Line that Counts

Total sales for the Nifty 200 universe grew 21% YoY, primarily led by Oil & Gas, Metals, Financial Services, and IT.

One Swallow Does Not Make a Summer

The speech was interpreted as a signal of the Chinese government’s commitment towards the 5.5% growth target for the year.

Genevan Entrepreneur Targeting Sberbank Switzerland

Zurich-based Sberbank, which is active in commodity finance has been up for sale after its Russian owner, one of Russia’s main banking groups

PCS by Mercer Launches Novel Digital Insurance Broking Service

PCS has the ability to provide remote end-to-end life protection broking services to clients; from consultation and medicals to documentation and contract signing.

Entrepreneurs and concentrated wealth: How to manage it

If entrepreneurs are to invest in other ventures, they are likely to only do so when the company is well established and generates sufficiently high profits to provide surplus capital beyond the business’s needs.

Deutsche Bank: «It’s All About Timing in China»

Despite having yet to make an overweight call, the bank expects incoming upside for Chinese equities with the opportunity to outperform global equities in the second half of 2022.

Why the global wave of wealth is set to continue

Despite climate of uncertainty, BCG projections expect nominal and real wealth growth to continue – though some areas will be weaker

Five reasons to use a Guernsey trust

They may also consider trusts for managing property investments, which have potential planning and tax pitfalls that clients need to be aware of.

Your Wealth, Your Way - Impact Reports 2021

Impact Roadmaps highlight positive change across five tangible impact goals: Inclusion, Health and Wellbeing, Climate Change, Responsible Consumption and Sustainable Infrastructure

How to pick the right wealth manager for the 2020s

Investors have never had more choice, but it can be tricky to find a good match

This CS banker can still be a superstar

The fact that the prophecy has not come true since then has not been able to damage the image of the CS strategist.

Lombard Odier PB CIO: 'A short-lived recession in 2023 is likely'

In equities, Monier prefers value stocks in the energy, financial services, industrials, materials, miners, healthcare and utility sectors.

Asset Management’s M&A Boom Will Continue

The value of asset and wealth management deals reached the highest level since 2009, PwC says — and the party isn't over.

'I’m considering buying my own fund', says manager

Bonds have sold off this year as investors are concerned about the impact of inflation on the asset class.

Schroders Global Investor Study 2022: ‘Expert’ investors more empowered to prioritise their values and principles

The results show that investors who class themselves as being ‘expert’ are more focused on the role that their principles and values can play in their investment decisions.

Half-time scores – how the investment industry is faring in 2022

Severe share price slumps and outflows widespread across the asset and wealth management sector though there are a few anomalies

Alternatives are back with diversification opportunities

In the meantime, equity and bond markets are adapting to the tougher conditions, including a rise in interest rates that has spelt the end of free money.

Credit Suisse stock: Shares look cheap if the whiff of scandal would clear

Credit Suisse stock has more than halved in value since early 2021

Navigating markets: Top questions answered

In this FAQ, the Chief Investment Office answers common questions surrounding inflation, the Fed, bear markets, and the investment implications for investors.

Where do markets go from here?

For Henry, investors need to stick to the plan and look to the long-term as that is where the returns can be made.

Comment & Analysis