Managers of Wealth

Portfolio Commentary

Our risk-first approach and thoughtful stock selection helped us deliver stable post-fee performance in our flagship schemes as can be seen in the table below.

Rathbones expects high inflation to continue despite OBR prediction

Global trade as a percentage of GDP is roughly where it was 15 years ago, as is international investment,” said Coombs.

What Succession teaches us about wealth, taxes and the Murdochs

Succession is about extreme wealth and unbridled power, but it also says a lot about how we tax the rich.

Morningstar Announces Winners for 2023 Morningstar Fund Awards – South Africa

The awards recognise those funds and asset managers that have served investors well over the long-term.

From Pillar to Post: Between Switzerland's Banks

A look at the top ranks of the banks shows which managers are well-versed in both cultures.

Apex Group celebrates success of Women’s Accelerator Program with launch of external network

51 women took part in the first year of the program, with over half securing promotions, progression or new roles following their participation in the initiative.

James Reed: I don’t understand why people donate directly to charity

Any money people donate to The Big Give is retained in The Big Give to build the platform or support campaigns.

Do the right thing

We can all get things wrong, but if presented with the right incentives, and a little luck, there might still be time to change our minds before it is too late.

Containing or contagion? High rates take a bite out of banks

While it is too soon to know whether this will restore market confidence, the current environment looks very different to that which preceded 2008’s financial crisis.

Attractive opportunities in the “middle ground” of credit

Crossover credit, which covers corporate bonds in the area between investment grade and high yield, can offer some of the most interesting investment options.

Time to prepare for a peak in policy rates

But policymakers face the challenge of balancing their battle with inflation against mounting risks to growth and financial stability.

Five takes on multi-asset investing in post-pandemic China

Up until recently, the main hindrance for Chinese bonds was accessibility.

For Credit Suisse, Gallows Humor is No Laughing Matter

It shows a certain degree of nonchalance in viewing the crisis embroiling Switzrand's second-largest Swiss bank, especially since its current stock price of 1.68 Swiss francs won't buy you a lot of bread.

The Secret Recipe For Becoming Wealthy At a Young Age?

This work should have prospects for advancement, or we should be able to identify opportunities in the market and change work to achieve an increase in our budget.

SJP 2023 Budget Analysis: A Budget for Growth

The changes and what they mean for financial planning strategy

UK Budget: Chancellor’s attempts to lift medium-term growth are unlikely to succeed

Despite a raft of measures to boost growth, and positive short-term news from the OBR, we think the outlook for the UK remains challenging.

How a weaker US dollar would hit Swiss equities: J Safra Sarasin

The Swiss stock market’s performance is strongly correlated to the US dollar, a factor often overlooked by investors, according to Karsten Junius and Wolf von Rotberg.

Millennials are more likely than other generations to support a cap on personal wealth

According to a new Fast Company-Harris Poll, most Americans would not support a cap on someone’s net worth, but one generation was more open to the idea.

Market volatility expected as debt ceiling impasse looms on the horizon

The UBS Chief Investment Office (CIO) provides guidance in the event of a last-minute settlement that raises the debt ceiling as well as a failure by Congress to do so.

COVID-19 Luxembourg Update: Exceptional Measures Applicable to Companies Ends

The period of application of the exceptional measures provided for by the law was extended several times during COVID-19 and finally ended on 31 December 2022 in view of the improvement in the overall health situation.

Comment & Analysis