Managers of Wealth

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.

The Perks and Practicalities of a Second Home

Homeowners now have more flexibility than ever to split their time between properties—here are the financial and everyday considerations they should know about

Le Voyage Gourmand: Take an Exceptional Food Tour Through France

Experience French gastronomy like never before by following the country’s new Vallée de la Gastronomie food and wine route

Why don’t more women invest? The system feels stacked against them

As a result, the studies find many women are shying away from investing even though they want to take control of their finances.

World’s 25 Wealthiest People

Warren Buffett is the fifth-richest person in the world, with $122 billion.

A Changing Landscape by Coutts

Russia’s invasion of Ukraine and the ongoing rise in inflation have unsettled financial markets around the world.

'Sustainable' funds are no more green than traditional products, study finds

So-called "green revenue" is the percentage of sales generated from products that benefit the environment such as with cleaner water or contribute to mitigating climate change.

‘We are horrified and deeply concerned about the Russian invasion’

We are horrified and deeply concerned about the Russian invasion of Ukraine and the ensuing crisis.

EFG International: Ukraine Update

With the war in Ukraine ongoing, Sam Jochim summarises recent military and political developments and their potential impacts on markets in this Macro Flash Note.

The best property advisers in France and Monaco

Overlooking the glistening French Riviera, the Principality of Monaco remains a firm favourite among the ultra-wealthy.

Shenzhen overtakes New York as home for billionaires

But China's wealthiest fail to crack top 10 list dominated by Americans

What’s behind market volatility in China?

At the close on 15 March, the MSCI China Index was down close to 25% month-to-date, and almost 30% year-to-date.

Comment & Analysis