Managers of Wealth

Amy McMullan named in DMJ Governance HOT 100

Amy has responsibility for leading our company secretarial operations

Bellevue launches Swiss SME private equity fund

Bellevue believes that investors find it hard to access the Swiss SME market because of a lack of investment vehicles.

Lessons for Asian wealth managers from GameStop

Financial advisers have to be very discerning to service investors who want to prove a point

Marilyn Gautier Shares Keys and Examples of Why Women In Leadership Thrive

These examples and analysis was brought up by the CEO of Marilyn Models Agency, Marilyn Gautier; a vibrant example of female leadership herself.

Lessons in how to protect your legacy

Recent high-profile cases illustrate the importance of estate planning, says probate and estate administration provider, Kings Court Trust

Swiss real estate ‘no longer in the bubble risk zone’, says UBS

This happened despite owner-occupied home prices gaining almost 5% compared to the previous year, adjusted for inflation.

Eurozone GDP dips as pandemic restrictions return

GDP beats expectations but there are growing risks around Europe’s vaccination programme.

Don't get caught in the 60% tax trap

There’s a little-known tax ‘sinkhole’ that could catch you unawares and leave you paying more tax than you need to. We look at ways to sidestep it

While the family grieve privately the wider team at The Captain Tom Foundation would like to express our heartbreak at today’s news:

Thank you Captain Sir Tom. Because of you tomorrow will be a good day for so many more.

Five key charts for investing in 2021 - Schroders

As investors consider their positioning for 2021, we have selected five key charts to bring them up to speed on the current investment environment.

BNP Paribas Asset Management, CAIA Association and Liquefy publish research on the future of tokenisation in alternative investments

Tokenisation is the process of creating a digital representation of a non-digital asset.

Weighing Machine by David Miller, Quilter Cheviot

The moving hand of business moves on with company earnings reports laying bare the challenges of last year.

Modest Proposal for the British Private Equity Funds Industry

European AIFs are at least four times more expensive to operate than comparative US funds and this cost differential is only expected to increase with additional social reporting costs.

Is the window closing to capture the cyclical upswing?

As a result, forward-looking markets have rallied to new highs, and we expect pent-up demand to keep fuelling macroeconomic momentum.

You Can't Deflate a Bubble Can You

Some of the concern about market bubbles has focused on the actions of retail investors.

Reddit bubbles show ‘false narrative' in media: UBS WM chief economist

Paul Donovan shared his views on retail investors on Reddit deliberately increasing the valuations of Gamestop stock and silver.

Luxembourg Financial Center Proves Resilient in 2020 Despite Pandemic Headwinds

The Luxembourg House of Financial Technology (LHoFT) saw the number of FinTechs it hosts rise to 76, up from 67 the year before.

5 concepts that determine the financial status around the world

The question that arises is how will we manage the goods we have in the most efficient way to cover most of our needs.

How Leaders Can Balance Work and Life to Survive and Thrive During This Pandemic

As the founder of a quickly-growing startup in the medical devices industry, she was used to a routine and thrived by keeping her work life separate from her personal life.

The Brutal Truth for Bankers Is They’re Expendable

This was largely a product of the $35 billion Ant Group Co. initial public offering, which caused subscription funds to flow in and then to exit when Chinese regulators aborted the world-record sale.

Comment & Analysis