Managers of Wealth

Rockefeller’s Greg Fleming urges caution on equities for rest of 2022

Veteran banker warns that rates could remain as high as 4% for ‘six to 12 months’

Key challenges facing the UK’s new prime minister

A cost-of-living crisis, industrial unrest, fears over energy supply and the ongoing headache of Brexit - these are just some of the crunch points facing Boris Johnson’s successor.

Company succession in Switzerland: Emotions complicate handover planning

The study analyzes the planning and handover process in detail, scrutinizing in particular the chronological sequence of steps in the succession process.

Monthly Update: UK Inflation - Cooking on Gas

As UK CPI forecasts turn even more pessimistic, the economy comes under increasing pressure.

Defining and then Refining the Right Business Model for Success

Blake opened his commentary by agreeing with a fellow panellist’s view that private wealth continues to grow rapidly across Asia

Commodities: Buy the dip

Parts of the commodity complex have pulled back since June on fears of global recession.

From buying sports teams to picking a hedge fund, here's how the uber rich take outsourcing wealth to a new level

Insider's Hayley Cuccinello got to know 10 CIOs who control the vast personal fortunes of some of the richest Americans.

Support for central bank hawkishness weighs on equities

US equities extended their recent decline on Tuesday despite data showing resilient US consumer confidence and labor market tightness.

Credit Suisse’s «One Bank» Model at Risk this Week

The uphill battle for Credit Suisse's «one bank» model – an integrated business approach involving multiple in-house entities including the private and investment bank – is getting steeper.

Thinking about tax around a divorce

If you’re splitting up with your spouse or civil partner, it’s important to consider the tax implications when you’re dividing your assets

The Penny Finally Drops

And the markets are listening, too. Friday’s market rout could be the harbinger of the challenges ahead.

Ex-Citi Private Bank heavyweights launch PE platform

Private Markets Alpha, set up by three former Citi Private Bank executives and an ex-Neuberger Berman director, aims to ‘democratise’ access to private markets.

Women, wealth and teamwork – the future of finance in Italy

The number of female clients has also risen, with women increasingly involved in managing family wealth or gaining independent wealth through successful entrepreneurship.

Morningstar busts myth that smaller funds outperform

Research giant’s report finds that the bigger the fund, the better its performance is likely to be, though strategies investing in smaller companies can sometimes be an exception.

Paradigm shifts keep testing markets

Through the energy crisis, weak growth and political instability, the European Central Bank has started an interest-rate hiking cycle that we see peaking at 1.25% in early 2023.

It’s People, Not Simply Assets, Behind the ‘Great Wealth Transfer’

If you understand the people caught up in the 'Great Wealth Transfer'—if you align your outreach with their habits and goals—you can position yourself to grow with them in the years to come.

Mixing family with money? Here's what you should know

The family bank has benefits for both lender and borrower, but it’s important to note a few key considerations to help ensure everyone’s expectations are met.

Bank barometer – the last hurray of Swiss banking?

This is the highest level since the financial crisis, as the industry lobby announced.

Why recession looms for the developed world

Central banks around the world are hiking interest rates to battle rising inflation. Recessions are now expected in the US, UK and Europe in the next year.

JTC to buy New York Private Trust Company

The transaction remains subject to various closing conditions and final regulatory approvals and is expected to complete before the end of the year.

Comment & Analysis