Managers of Wealth

Adopting a Billionaire Mindset with Borrowing

Billionaires multiply their wealth by borrowing against their assets to pay for new investments. But they aren’t the only ones who can use leverage to their benefit.

Swiss brand is still on top of the world

It invites a citizen-oriented approach in the reflections and decision making process.

UBS: Wealthy warm to sustainability; aim to protect assets from Biden tax changes

Climate change is becoming an increasingly pertinent topic driving policy and markets.

Baillie Gifford pours cash into Spacs despite own managers’ criticism

The Edinburgh-based fund house has taken part in at least seven Spac mergers so far in 2021, even though the managers of its flagship fund, Scottish Mortgage, have criticised the format.

Q&A: How tech is shaking up the banking sector

Younger customers are increasingly switching to new mobile banking apps. As Covid-19 accelerates this process, what does this mean for the traditional banks?

A message from Christian Sewing on Q3 results 2021

The following message from CEO Christian Sewing was sent to all Deutsche Bank staff

Different digital assets, different monetary policies

This variation helps differentiate digital asset networks from one another – helps frame value propositions - and ultimately provides a basis to inform investment allocations.

TSP Is Now A B Corp. Here's Why You Should Be One Too

It was a mixture of anxiety and disbelief. Surely this wasn’t happening to us here in the UK?

Private debt and affordable housing: a match?

Private debt markets have an abundance of capital seeking suitable investment opportunities, while social housing suffers from a supply shortage that is crying out for investment.

How Southeast Asia's thriving tech ecosystem has led the regional VC/PE expansion

Inspired by his visit, the president had declared that the Indonesian government planned to grow the country’s digital economy to become the largest in South-east Asia.

Jersey Private Fund growth underlines jurisdictional appeal

There are now 456 JPFs registered – up 50 in six months – holding Assets Under Management of £78 billion.

Explored: the role of a facility agent

The capital markets are also subject to a growing number of stringent regulations and transacting parties need to effectively manage potential conflicts of interest

Financial and Stock Market Confidence - Use of Wealth Management Companies - Investment in Cryptocurrencies

Among the 24% who did not report using a wealth manager in Q1 2021, a third planned to start doing so this year.

Tax Transparency For Financial Institutions: A Cost Or An Opportunity?

Many financial institutions have experienced significant internal pressures when implementing these complex requirements

Nicolas Faller: «Private Markets Are An Ideal Alternative»

For large financial institutions, tougher prudential standards regarding the amount of capital they must hold, and their liquidity ratios have forced them to reduce their corporate finance activities, and companies have therefore had to find other sources

Comment & Analysis