Managers of Wealth

The Human Brain: Fantastic, Fearful and Flawed

With thanks to Dr. Helena Boschi, Keynote for our Villa d'Este conference 2021. Pardon the pun but over the last 20 months the human brain has been…

Dominik Rutishauser: "We have set our first fragrance brand"

The management of funds was previously reserved for asset management firms.

Its No Longer Transitory

The reaction in the high yield market is more likely to be one of the broad risk concerns expressed by investors.

Fed shifts gear despite Omicron variant

The Omicron variant incorporates as many as 50 genetic mutations that may change the Covid virus’ behaviour.

Beneath the surface, dispersion and uncertainty loom

The volatility of returns offers one interpretation of market risk: that volatility tends to be negatively correlated to equity performance.

ESG Metrics to be Introduced in the Wealth Management Space, by Stephen Metcalf, head of sustainable Investing, RBC Wealth Management

The main opportunity going forward will be the so called ‘ESG Momentum’, where investors look for companies with improving ESG credentials.

Credit Suisse Poised to Anoint top Private Banker

The bank surprised investors five weeks ago when it revealed plans to merge its sprawling wealth activities into a single unit – without specifying who would run it.

Another Financier in Damage Control Over China Comments

In the interview, Dalio described China’s approach to dealing with dissidents as similar to that of a «strict parent» – a comment that drew the ire of viewers who saw the hedge fund investor as indifferent to human rights.

5 Steps to Applying New Tech in Wealth Management

In wealth management, there are many areas to upgrade, tech-wise.

Lags, trade-offs and the challenges facing monetary policy

Speech given by Ben Broadbent, Deputy Governor, Monetary Policy

Two-thirds of advisers say Covid variants pose the biggest threat to market stability in 2022

A further 19% saw the biggest risk to be higher than expected inflation, while around one in eight (12%) were most concerned about strong economic growth failing to materialise or being very short lived.

Cryptocurrencies Haven’t Hit Peak Bubble Yet

From ICOs to DeFi, NFTs to stablecoins, the list of cryptocurrency and blockchain innovations would have made an investment banker in the dotcom era green with envy.

Philanthropy in the age of crypto

After giving $100 million in 2020, Open Philanthropy will give $300 million this year, and $500 million per year in 2022 and 2023.

UBS chief Ralph Hamers signals global digital wealth push

Swiss lender plans to extend new wealth management service that will target the affluent

Mission Impossible by Tim Price

“Three groups spend other people’s money: children, thieves and politicians. All three need supervision.”

Trying to sound smart is stupid

The problem is that frequently, when fund managers try to display their “smartness”, they can end up pushing investors away from their fund rather than reeling them in.

Outrageous Predictions 2022: Revolution

As culture wars rage across the world

Investors’ Outlook: Anything for Christmas but coal

The black stuff, originally useful as heating material around Christmas, has long become a signifier of naughty behavior when stuffed in a kid’s stocking near the fireplace.

The outlook for inflation and monetary policy - speech by Michael Saunders

There are signs that the tightening in the labour market is being reflected in higher pay, especially in new hires

A mid-week round-up from Building Bridges Geneva

Building Bridges 2021 is focusing on three areas: impact and transparency, supply–demand mismatch, and fintech for Sustainable Development goals (SDGs).

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