Managers of Wealth

BIL Investment Insights

Amid this panoply of warring narratives, the US equity market delivered an impressive twist last Friday, avoiding a fourth consecutive week of losses.

2022 Could Be The Year Of The Wealth Tech User Experience

Many advisors and wealth managers, along with their technology partners, have worked continuously on upgrading their client experience, especially after Covid-19 sent many people into a long-term work-from-home environment and made it difficult to travel

How To Apply For UK Citizenship By Investment

The country provides amenities such as quality medicine, a high standard of living, and a developed education sector, which makes it a suitable choice for immigrants.

Burgeoning EV market will create more opportunities for investors: Private banks

They also noted that Asia, especially China, will continue to drive this shift in 2022 as it forges ahead in reducing carbon emissions and rolling out green technology.

Private Banks Splash Out For Red Packets in Year of The Tiger

The red packets are marked by major companies as one of the most important corporate premiums of the year in a region where the custom is widely practiced not only within China but also amongst the Chinese diaspora as well as non-Chinese.

Ken Van Leeuwen On Financial Planners Becoming The Family CFO

A financial planner’s role spans far beyond investments, and one must also work in highly specialized areas such as taxes, benefits, business and estate planning to adopt a holistic approach.

Central Bankers - Tigers Still with no Teeth

Last week, the markets saw the Fed meeting as hawkish, but what did investors expect?

Alexander's Winter Letter 2022

My last Winter Letter spelt out what we mean by our purpose of ‘Good Bankers and Good Citizens’. It was heartening to learn from our recent survey that so many customers appreciate our purpose-driven stance.

Spoiler Warning by Tim Price

Note that while that debt is concentrated in the western economies, indebtedness is essentially a universal condition.

Lombard Odier - Global Investment Strategy Q1 2022: Taming inflation

Although the central bank’s roadmap is clear, the way markets price the pace of tightening is key.

£50m of public cash ploughed into firm linked to tax haven by bank set up by Nicola Sturgeon

The Scottish National Investment Bank was launched in 2020 by First Minister Nicola Sturgeon.

Gold – Increasing downside risks - UBP

Gold has traded quite strongly, considering – although this is likely also explained by commodity index rebalancing, which normally starts in January.

Survey: Only 7% of financial advisers have a proposition for advising and retaining women

Whilst nearly 80% of financial advisers believe that wealth transfer presents an opportunity to their business, only 7% have a proposition for advising and retaining women.

UK Home Purchases for US Individuals

The examples below highlight why US persons should always take US tax advice before buying property in the UK.

LLB offers Bank Linth takeover and delisting

Bank Linth shareholders to receive a buyout offer with ‘an attractive premium’.

'Rate rises will have a positive impact' - UBP

This year UBP has announced a rise in net earnings of nearly 11% for 2021 to 201.2 million Swiss francs, and assets under management at 160.4 billion, up 8.8%.

Remembering Andrew Denham-Davis

A salesman who believed in wearing out shoe leather, during fifteen years at Brooks Macdonald he built and managed a 35-strong sales team.

Nikko AM: Global Equity Investment Outlook 2022

Investment Insights by our experts and thought leaders

You want to see off the competition? There’s nothing quite like a head start – Gerrit Smit

With almost a third of market share, Amazon is the world’s largest cloud computing business.

3 questions to change the way you think

This misconception must be corrected, however, or it will slow down the speed of change.

Comment & Analysis