Managers of Wealth

Transforming a private bank for customer centricity and innovation

EY teams helped a leading private bank shape and execute a business transformation for profitable growth and enhanced customer experience.

Swiss Re reports a net income of USD 2.1 billion for the first half of 2024

The Group's financial performance was supported by strong contributions from all Business Units, and Swiss Re maintains its full-year targets.

‘Phantom wealth': Millennials are richer at their age than their parents were — but could it just as easily go away?

Millennials – people born between 1981 and 1996 – are on average wealthier than their parents were at the same age.

GBST and Barnett Waddingham renew long-term Composer contract

Under the continued partnership, Barnett Waddingham will benefit from GBST’s extensive at-retirement capability supporting both platform and fully bespoke complex SIPPs.

Swiss real estate offers opportunities as interest rates decline

The sector traded in a persistent downtrend, and we expected outflows to persist after more than a decade of investors increasing allocations to ‘alternative’ assets.

Hong Kong's CIES is off to a bumpy start, experts say

The relaunched CIES is off to a stuttering start due to its complexity and competition, as ultra-wealthy individuals gravitate toward family office tax breaks.

Can VP Bank Turn Around Its Persistent Turmoil?

A difference in expectations was cited as the reason for the exit of the two private banking veterans.

Ireland tops rankings of best citizenships for HNWs

The 2024 World Citizenship Report HNW reveals a shift in priorities that reflects a broader trend for overall well-being in a time of geopolitical insecurity

Sun Life Singapore targets UHNWs with social impact feature

The insurance firm's recently revised legacy plus feature is resonating with its high and ultra high net worth clients looking to make an impact while protect their assets.

Solving the solvency jargon

The Net Stable Funding Ratio or NSFR assesses a bank’s long-term liquidity

Shanghai’s wealthy residents upgrade to premium homes, ignoring property market upheaval

Sales of newly launched luxury homes jumped 39 per cent to 1,544 in the first half of the year, according to China Real Estate Information Corp

Turbulence in Japan equities: assessing the recent downturn and prospects for recovery

Unpacking the recent market slide and looking at the factors to focus on

Now Hiring? The UK's workforce woes

An environment of lower interest rate and strengthening economy growth should bolster UK companies’ profit margin and in turn the UK equity market.

Janus Henderson's Mio eyes tech opps, says investors 'overly bearish'

Chinese markets are ripe for a sharp rebound, says the asset manager's Greater China equities head Victoria Mio, who has built exposure to Apple's supply chain in a bullish tech replacement cycle call.

75% of wealth managers have little to no gold exposure despite its strong performance

This asset class traditionally performs poorly in a higher interest rate environment because it doesn’t yield anything

3 share ideas with the potential to grow wealth over the long term

For those with more time on their side, there are three key things to look for in a company – strong growth prospects, a dominant market position, and a history of being able to adapt.

Sing when you’re winning: Baillie Gifford’s boost on £4bn Spotify stake

Ballie Gifford has done exceptionally well on its Spotify bet, holding the streaming giant since 2015.

CIO Alert: Risk-off mood takes hold

The risk-off mood pushed the S&P 500 1.8% lower.

Philanthropy needs reform to be more inclusive and effective

To maximise the impact of charitable giving, all registered charities should qualify for tax-deductible status.

Real estate market: After CS shock, banks regain courage

The answer hardly satisfied the questioner.

Comment & Analysis