Managers of Wealth

The End Of History

“Everything that can be invented has been invented.” - Attributed, probably falsely, to Charles Holland Duell, Commissioner of the US Patent Office from 1898 to 1901.

BTG Pactual reports record quarter ever for revenues and net income

With continued growth of client franchises, assets under management reached R$1.04 trillion, increasing 36% y/y

Market Update 9th May 2022

The Bank of England’s quarter point rise in the UK bank rate was also fully expected. We should though add a little critical commentary on its powers of forecasting.

How long will the US dollar’s strength continue?

The fear among investors is that QT comes too late, leaving the Fed with no choice but to raise rates so quickly that there is no time to observe the economic impact of each hike, with the risk that the economy falls into recession.

Review of the week: The dollar ascendant

US monetary policy is tightening, sending the greenback higher. This should ease US inflation even as it squeezes the costs of living and doing business for foreign markets.

Ukraine Conflict – What is the Outlook for Asia?

The geopolitical risk barometer has risen to a level last seen during the Cuban missile crisis, with Russia stating readiness of their nuclear arsenal.

Could UK economy be more fragile than BoE believes?

The economy may be less robust than Bank of England has concluded, possibly impacting the outlook for further rate hikes.

Despite grim economic outlook, investors are not spooked

He comments: "Just when we all believed we were through the worst of the pandemic's main economic challenges, the investment landscape shifted again.

Adventures past and present: Sir Sean Connery’s iconic Picasso

The Three Musketeers, whilst immersing himself in study of the masterpieces of Rembrandt.

Five financial truths about Millennials at 40

Results from the 2021 Natixis Global Survey of Individual Investors reveal how Millennials are changing.

Mirabaud Asset Management Announces the Closing of the Mirabaud Grand Paris Strategy

Clients are also able to invest in commercial real estate and logistics buildings through pooled real estate club deals, attracting over €500m in investment, bringing total private assets to close to €1bn.

How will consumption patterns change with the next generation?

Demographic patterns and changes are a key driver of demand and consumption of goods.

Global economy under rising pressure – a prudent investment outlook

The shock from the war is being felt worldwide, especially through a sharp rise in commodity prices, which has created multi-decade-high levels of inflation in the US and Europe.

Raise thy trusty shield: A knightly tale

The lessons of Anthony’s planning remain as relevant for the worldly and wealthy of today as they were almost seven centuries ago.

SS&C Finds Enterprises Look to Intelligent Automation to Maintain Business Productivity

A study released ahead of SS&C's Blue Prism World 2022 found enterprise organizations are concerned about meeting growth goals due to challenges in maintaining productivity

Switzerland and the UK deepen partnership

On Thursday, both sides praised the quality of bilateral relations based on shared values and leadership in research, education and innovation.

Stocks And The Stockdale Paradox

“Anything can happen in stock markets and you ought to conduct your affairs so that if the most extraordinary events happen, you’re still around to play the next day.” - Warren Buffett.

Five key client onboarding challenges that your wealth firm must address

Differing perspectives is just one of the many problems faced by the wealth management industry that have beset clients in their onboarding experience.

Adding value through multibanking

The primary use cases for multibanking will be in areas such as account aggregation and transferring funds between accounts.

The Seven Truths of Transformation

How to up your odds of success

Comment & Analysis