Managers of Wealth

UK Autumn Statement: what does it mean for the economy and markets?

Our experts share their views on today's announcement from the UK Chancellor of the Exchequer, Jeremy Hunt, which sought to give near-term support to the economy.

UBS Year Ahead 2023: A year of inflections

As investors try to identify the turning points for inflation, rates, and growth against a complex geopolitical backdrop, UBS’s Chief Investment Office looks ahead to a year of inflections

Stealth taxes, not wealth taxes

The chancellor is applying the biggest tax squeeze to the middle classes, not the wealthiest

The dos and don’ts of building generational wealth

Everybody dreams of handing over their accumulated wealth to the next generation, but few achieve it. Here’s why.

Tax deductions: how to optimise Pillar 2 buybacks

The principle behind buybacks is the ability to "catch up" on missed contributions.

European Wealth Managers Resilient Despite AUM Contraction

Fitch rates European wealth and asset managers that operate across multiple prudential regulatory frameworks.

Millennials willing to forgo inheritance to ensure parents can comfortably retire amidst rising costs

Nearly all parents surveyed (99 per cent) intend on passing an inheritance onto their children or grandchildren, with almost two in five (37 per cent) anticipating gifting more money this year to help their children with the rising cost of living.

What role can global commercial real estate play in a portfolio?

Growing numbers of investors are discovering how a range of real estate strategies – in both public markets and private – can earn a place in their portfolios.

Baloise anticipates solid full-year results with reliable generation of cash

All Baloise business units contributed to the growth recorded in local currency terms.

Schroders Emerging Markets Lens November 2022: your go-to guide to emerging markets

Our monthly analysis highlights the charts and data that matter to emerging market investors.

Making your portfolio resilient for long-term wealth generation

Like Churchill has said – “Never let a good crisis go to waste”, let’s look back at these three years and review investment decisions and themes that have worked well

The top fund managers buying into TSMC alongside Buffett

Warren Buffett's Berkshire Hathaway has bought a $4.8bn stake in the Taiwanese chip maker, while elite fund managers tracked by Fix the Future are also snapping up shares.

How high-net-worths manage their online presence

From online profile curation to digital vulnerability audits, the savviest UHNWs are investing heavily in protecting themselves online

Buy list benefits

Fully centralised investment processes are standard fare at most large wealth managers and whilst Quilter Cheviot does offer a bespoke element to our service, we certainly operate a centralised research function.

Ten investment convictions for 2023

That will only happen once the US Federal Reserve halts its interest rate hikes.

Alpine ski property prices see biggest jump in eight years

As the pandemic rekindled interest in wellbeing and outdoors life, high demand for ski holiday homes has driven up prices.

How ESG has changed the investment industry

‘There’s no turning back’

Investec: ‘Brooks Macdonald en route to be top-five player’

Investec says Brooks has a USP in its new tech platform and will see growth in its model portfolio, but further M&A is needed for assets to compete with the largest wealth firms.

MLNs to help protect capital, enhance yield potential

Like traditional bonds, Market-linked Notes (MLNs) provide a return of principal at maturity. Unlike traditional bonds, MLNs do not pay a fixed rate of interest.

The digital infrastructure that could help emerging markets leapfrog developed economies

There is a pressing need for emerging markets to develop versatile data technologies, but investment is vital to bring cost down to make it viable for people to use.

Comment & Analysis