Managers of Wealth

Why are wealth management firms ignoring their own succession planning advice?

Financial firms often tell their clients about the importance of succession planning.

Julius Baer Chairman Resets Firm on Acquisition Course

That suggests after years of enforced abstinence from major transactions, the bank is once again on the acquisition path.

Why Brazil could prove a major headache in UBS's takeover of Credit Suisse

Despite UBS acquiring Credit Suisse, in Brazil the latter is larger.

Philip Adler: «No Asset is More Valuable Than Clients’ Trust»

Universal banks often raise that money in the capital markets, with all the risks that imply.

CIO Lens Q2 2023: when rising rates bite

With companies and markets still adjusting to the reality of higher interest rates, it has been a volatile start to 2023.

Pause or hike, caution is still warranted

But irrespective of whether the Fed delivers a further rate increase, we see reasons to be cautious about the outlook for the US economy and corporate earnings.

JO Hambro UK Equity Income ends 10-year volatile Abrdn affair

Citywire + rated fund managers Clive Beagles and James Lowen have sold out of long-term holding Abrdn following the recent rally in its share price.

Raiffeisen Transaction Price Index: Swiss home market still not out of step

The higher level of mortgage interest rates is still not disrupting the Swiss home market.

Wealth managers turn to tech to tackle suitability challenge

The study with wealth managers who collectively manage assets of around €565 billion shows widespread dissatisfaction with existing suitability assessments during recent financial shocks, including the COVID-19 pandemic and ongoing volatility coupled

The great misfortune of Jean-Pierre Mustier

The company will not complete any merger before the May 3 deadline

The 5 Wealthiest and 5 Fastest-Growing US Cities for Millionaires

The USA accounts for 32% of total global wealth and 36% of the world’s millionaires.

Swiss Parliament has Blunt Words for UBS

A hot topic is the domination of the Swiss banking industry by a single major bank that could develop concentrated market power in certain industry segments.

This bank lets savers participate immediately in SNB rate hikes

The rates of the Swiss subsidiary of the Danish online bank will therefore increase as soon as the Swiss National Bank raises its interest rate.

Market narratives keep jumping

After the market narrative flip-flopped multiple times in 1Q, the long weekend arrived just in time to provide a brief reprieve from trying to figure out what comes next.

Why the capex recovery will prove resilient

As a regime shift takes place, the global economy is on the cusp of a decade of higher capital expenditure by companies. Smart manufacturers are poised to reap the rewards of this.

How a Banking Squall Can Turn Into a Financial Tsunami

Orcel also sees no parallels to the global financial crisis of 2008 or the US savings and loan crisis in the late 1980s.

Wealth Management M&A: key deal structure considerations

In this second article in our series, we look at some of the other key issues to consider when structuring an M&A transaction.

Closing on the peak

Slower credit, trade, manufacturing and housing mean subdued growth and easing labour markets in the US, with some recessionary episodes later in the year.

Q1 Market Review - Better than it Seemed

Growth forecasts have continued to inch up, and the overall inflation scenario still needs to improve.

Rothschild & Co completes sale of North American Asset Management units to Wintrust

Rothschild & Co Asset Management U.S. will now merge into and operate its business as Great Lakes Advisors, LLC, Wintrust’s subsidiary.

Comment & Analysis