Managers of Wealth

Wealth in the UK has surged but wealth taxes have not

Since 1980 wealth in the UK has risen by 174 per cent but wealth tax revenue has risen by just 46 per cent.

How The Ultra-Wealthy Protect Their Money Using 'Defective' Trusts

A financial advisor can walk you through all of the ins and outs of each type of trust and help you determine the right financial strategy to use the IDGT or another type that may be more beneficial.

Under 30 wealth boss: 'Five-year plan is to get to £1bn mark'

Now, some four months into the top role, he has his eye set on big growth targets for the business which he intends to fuel with bolt-on acquisitions.

Has gold’s relationship with interest rates changed?

At a time of high inflation and rising interest rates, it might be time to look again at previous assumptions about gold

Neil Woodford’s UK comeback plans on the brink

WCM Partners, set up by Neil Woodford in 2021, has applied for the firm to be struck off the Companies House register

How to have a ‘wealth mindset’ instead of a ‘poor mindset’ as an investor, from a financial psychologist

Telling people to leave their money on the sidelines is the worst advice you could give people right now.

Luxury Institute: Evolving Values and Priorities of Ultra-High-Net-Worth Families

The Luxury Institute acknowledges its gratitude to the UHNW Institute and its members who contributed to this research.

UK's return to growth piles rate rise pressure on BoE

Better-than-expected May GDP number should further pressure Bank of England to up the pace of interest rate rises.

Swiss Life on Capturing Untapped HNW Sales Opportunities in Asia

They focused their attention largely on Variable Universal Life and its particular advantages.

Gasping for gas – tensions over Russian energy intensify

The energy crisis, and Western efforts to cap Russian gas and oil revenues, are fanning rising recessionary fears, and countries are seeking alternative sources.

Publication of shareholder circular in connection with proposed simplification of Company’s dual class share structure

For the purposes of approving these proposals, the Circular contains notices for two shareholder meetings each to be held as hybrid meetings on 15 August 2022 at 1 London Wall Place, London, EC2Y 5AU.

Improving the energy efficiency of UBP’s buildings

The energy consumed in buildings is responsible for about 30% of the CO2 in the atmosphere.

Peak inflation? Not yet for emerging markets, it seems

Investors are looking for signs that high rates of inflation are moderating, but the first tranche of new monthly numbers for June is not encouraging.

How advisers are tackling wealth retention

Women stand to inherit much of the UK’s wealth before it reaches the next generation

London Now: Exploring the Connection Between Art and Literature

Christie’s is celebrating the great city of London and exploring the connection between literature and art this summer with an exhibition and a philanthropic auction in support of English PEN

Quilter's Nick Wood: The evolution of the ‘star’ fund manager

It is the perennial question asked by the investment press – who is the next star fund manager?

Why most investors are bad at selling and what they can do about it

Poor selling decisions lead to underwhelming investment performance. We identify four biases that explain why selling is so much harder than buying, and offer potential remedies

Citigroup Switzerland CEO: «Startups Are Struggling to Find Capital»

In her interview, McManus points to an area where the Swiss financial industry could improve while telling us how the country's financial center is seen internationally.

Rise in wealthy migrants to create demand for wealth management services

Over the coming decade, the report forecasts a 30 per cent increase in the number of high-net-worth people living in Canada, driven largely by the projected performance of the economy, but boosted by this migration trend.

Just 12% of advised clients are ‘ESG Dedicated’

Overall, 56% of clients are either ESG Dedicated or Focused, meaning more than half want ESG factors to play a role – to some extent – in how their portfolio is selected or managed.

Comment & Analysis