Managers of Wealth

For Credit Suisse, More Pain Seen Ahead

Everyone is angry – shareholders robbed of most of their promised dividend, employees lifted of their bonuses, and regulators, who have apparently gone unheeded.

With Disruption Everywhere, Here’s What Advisory Firms Should Prioritize

Some considerations to maintain resiliency are through diversity, redundancy, and flexibility.

Will Credit Suisse's Clients Remain Loyal?

The odds of tracking client behavior from outside are limited, but net new money is an indicator.

UK family businesses risk falling behind on ESG, according to PwC survey

he survey reveals 79% of respondents in mainland China, 78% in Japan and 49% globally report ‘putting sustainability at the heart of everything we do’ compared to 39% in the UK.

Japan Has the Most Powerful Passport but Only in a Post-Pandemic World

As has been the case for most of the index’s 16-year history, the majority of the remaining top 10 spots are held by EU countries.

CFOs in Global Survey Reveal Pandemic Has Fundamentally Altered How They Hire and Manage Their Workforce

Sixty-five percent of Asia-Pacific respondents indicated that they expect to exceed goals and expectations for 2021, compared to 46% for UK and 47% for North America

Millennials Make Their Mark, Highlighting a Big Shift in the Investing Landscape According to New Broadridge Study

Widest data study ever of the retail investment marketplace delivers unprecedented evidence-based insights into investors' purchase of U.S. equities, mutual funds and ETFs

HNWs change views on advice

More than half of HNWs, 56%, are now open to receiving advice while 12 months ago only 40% were.

7% growth in global reinsurance capital, with signs of underlying combined ratio improvement: Willis Re

Willis Re’s Reinsurance Market Report tracks the capital and profitability of the global reinsurance industry.

Credit Suisse Has One Easy Card It Can Play

The bank has said it anticipates defaults on the $10 billion of supply-chain funds it ran with Greensill Capital, and that investors are likely to sue.

It’s a volatile time in wealth management right now, but I’ve never felt more secure at Fidelity. Here is why.

One such positive advocate for the sense of belonging and long-term commitment at Fidelity is Larysa, VP, Financial Consultant at a Fidelity Financial Planning office in Northern California.

Who's afraid of bond vigilantes?

Raising rates too soon would be a bigger threat.

How to be part of the rise of women’s wealth

How money confidence can help women to unlock their financial potential

Edinburgh fast becoming capital of wealth

Fuelled by the housing theme of the pandemic — wealthy buyers moving out of the English capital — price growth in Scotland’s prime market is set to rocket over the next five years.

Being cruel to be kind: what can the pandemic teach us about the need for protection?

Although it can be uncomfortable, people need to think about how they are protected against the worst-case scenarios, says Tony Müdd, Divisional Director for Development and Technical Consultancy at St. James’s Place.

Time for Value as Growth and Inflation Arrives

The other key data point of the week is the US inflation data.

BlackRock eyes Credit Suisse’s asset management arm, reports

The interested parties include State Street, DWS, Pegassus Europe and Allianz.

Camille Pissarro: Transatlantic struggle for painting stolen by Nazis

The question of how to weigh the rights of current owners against those of the original pre-Nazi owners has never been fully settled.

Economy resembles ‘Ever Given’ stuck ship, but don’t panic: CS Swiss CIO says

He also compared the economy to Jonathan Swift’s satirical novel Gulliver’s Travels.

Review of the week: A chill wind blows

A week of Fed watching cooled the recent rise in US Treasury yields, sending the dollar and sterling lower. Then British flags followed suit.

Comment & Analysis