Managers of Wealth

Let’s do this by Julius Baer

Bricks & mortar are back in fashion for now. After a major lag in 2020, assets related to tangible businesses must catch up.

The Wait-and-See Rally that did not Wait - Gary Dugan

A negative surprise could easily lead to a marked setback/profit-taking. President Trump could still do something untoward, or the Brexit talks could fail.

Post-Brexit funds landscape is clearer

This was a key announcement and supports current structures and the business operations of fund managers operating from London.

Market Strategy by Oppenheimer & Co.

The answer in our view is that we don’t expect the economic recovery that is likely to follow the Covid-19 crisis to produce significant levels of inflation

Charting The Growing Generational Wealth Gap

Though personal definitions might differ, the U.S. Federal Reserve uses a clear metric

MSCI World rallies in record November as clients clamour for global stocks

The prospects for economic growth are improving, which will help to support equity markets.

From bust to boom – how recovery boosted by a Brexit deal could spark a return of the roaring twenties

The spectre of a possible spike in interest rates could expose the public finances further down the line, although gilt maturities have increased to an average of more than 18 years, pushing this thorny issue into the long grass to some extent.

Philanthropy is still dominated by the ultrawealthy, but asking billionaires to solve inequality is colossally stupid

In the case of widening inequality during the coronavirus pandemic, the refrain could become: "Lower-income people and workers are friends, not food."

M&A 2021 Outlook

Public M&A trends and strategies

Jewel in the crown or ticking time bomb? Understanding data during an M&A transaction

We consider below how these three risks can be minimised during the sale process.

How Your Business Can Improve Customer Service Interactions Online

It can also encourage customers to make faster buying decisions because they know they can get support right away.

Wives should start learning how to manage money

Financial avoidance is a recurring narrative among women and wives, often passed down from previous generations.

What Brexit means for Guernsey and Jersey

Guernsey and Jersey are Crown Dependencies, whose relationship with Britain stems from the sovereignty of the British Crown, rather than the UK Parliament or HM Government.

Purpose, not platitudes: A personal challenge for top executives

To harness the power of corporate purpose, CEOs and other senior executives must pressure-test that purpose with their teams, employees—and themselves.

Swiss Small and Mid-Cap Equities – Consistent value creation

Switzerland’s fiscal stability allowed the country’s parliament to act quickly and adopt a substantial aid package of CHF 57 billion to support the domestic economy.

8 Myths of Private Equity

Probably the biggest myth is that private equity firms break up companies.

Rodolfo De Benedetti: "There are too many banks in Switzerland"

Decalia co-founder talks about his difficult relationship with his father and what connects him with the local financial center in the long term.

Where high net worth buyers can grab a discount in London

A combination of Brexit uncertainty and the current pandemic has seen many sellers reduce their asking price expectations in order to secure a sale.

The Rich Are Getting Richer, and That's Good for Advisors: Cerulli

he number of high-net-worth households is increasing, and that group controls more than 43% of U.S. investable assets, Cerulli reports.

The role of the adviser in intergenerational wealth transfer

Bringing together different generations can be fraught with problems but advisers who succeed will have happier clients

Comment & Analysis