Managers of Wealth

2023 Review & 2024 Outlook

The above were just the big sectors stories.

Accolade Wines restructure looms but China no golden ticket

Accolade’s recapitalisation comes after a difficult period for the industry and with dealmaking back on the cards.

From Lonza to gold gains: Swiss CIOs share their boldest investment calls

Four Swiss CIOs share their strongest convictions for 2024 with Citywire.

Swiss Savings Survey 2023: The Swiss population is more focused on security than ever

Saving is an important aspect of our culture in Switzerland

Fear Among Investment Bankers at the New UBS

Only employees of American banking giant Citigroup were more uncertain about their jobs (44.6 percent).

'Guernsey’s Place in the World’ to be Highlighted at Annual Finance Update

Attendees will have the opportunity to learn how Guernsey Finance supported the financial services industry in 2023,

The Netherlands as a hub: European business expansion and supply chain optimisation through Dutch SPVs

It serves as a transformative catalyst, providing companies with a gateway to global growth.

Don’t give up on St James’s Place, Hargreaves Lansdown, Abrdn and Schroders just yet, says broker

Meanwhile, as interest rates have increased over the past year, investors have dumped underperforming UK equities in favour of cash.

Goldman Sachs Asset Management raises $650 million for life sciences fund

The fund, West Street Life Sciences I, will specifically target early to mid-stage therapeutic companies with multi-asset portfolios as well as tools and diagnostics firms.

Why Most Accounting Firm Wealth Management Practices Are Not Successful

The biggest obstacle to success is the reluctance to discuss wealth management and their firm’s wealth management practice with their clients.

More than a third of women say they would not be able to afford everyday spending in a recession

This latest research also shows that men are much more likely to consider themselves to be financially resilient to a recession should one materialise.

SJP: ‘Focal point remains on bridging advice gaps’

Policy proposals promising better access to advice without compromising consumer clarity are expected to materialise at some point in 2024.

How the expanded Dormant Asset Act revolutionises financial planning

To date, £1.7bn has been transferred to the Reclaimed Fund Limited.

Ten events investors need to watch in 2024

The coming year is expected to be a turbulent one, with more than two billion people going to the polls at some point in 50 countries to vote in national elections.

Are high-end private tutors worth the money?

With private tuition on the rise and increasing competition in elite schools, knowing who to turn to for tutoring is increasingly challenging – and important

6 Best Ways To Build Wealth on a Six Figure Salary

Luckily, most advisors will offer a complimentary consultation to get a sense of what you’re dealing with.

Hong Kong CEOs plan to tap wealth management, ESG opportunities in Greater Bay Area in 2024, survey finds

Businesses look to turbocharge plans to capitalise on the city’s drive to be one of the world’s top wealth centres and talent hubs

BNP Paribas AM’s Wei: China is a ‘dream market’ for alpha

Wei Li, multi-asset quant solutions portfolio manager at BNP Paribas AM, explains why we should look beyond beta when examining China.

What medieval painters tell us about wealth today

While being rich might be more acceptable than it once was, the influence that comes with it is more controversial

Christian Brenner: “And then the hour of gold strikes”

If gold's archenemy, interest rates, is lowered, we expect prices to rise.

Comment & Analysis