Managers of Wealth

Too much caution kills performance

This is good news for our financial sector as active wealth management and portfolio risk management happen to be in its DNA.

Inflation, interest rates and impending recession – Our latest market views

Coutts’ clients heard our experts’ views on this and more at our latest exclusive quarterly investment event.

The Forrests have flipped from personal riches to philanthropy

The Forrests are setting an example for other wealthy Australians to follow and further deepening the contribution of business-led prosperity to tackling social challenges.

Oliver Wyman is on a Talent Hunt After UBS Coup

All the more so as the company has prevailed against larger and more prominent competitors, especially McKinsey.

Is the equity rally sustainable?

Given the risks to the US economic outlook, we see better risk-reward in high-quality bonds than in equities.

How To Tap Possible Opportunities As A High Net Worth Individual

Understandably enough, investment strategies become vital for your empire’s survival.

Wealth managers refocus to respond to women

Female clients tend to think differently about money

Wealth of the rich and superrich dropped by $3 trillion last year

A recurring study from Capgemini has examined the wealth of millionaires around the world.

Julius Baer: Singapore is Priciest City for Living

The rankings were based on an index tracking price changes from a basket of 20 goods and services in 25 cities worldwide, including essentials like residential property or luxury products like jewelry, whisky or wine.

UK economic resilience offers mixed outlook

The UK economy is proving resilient, and its growth prospects have improved thanks to lower energy costs, more predictable fiscal policy, and better relations with its European Union trading partners.

CS' troubled past is now UBS's present

At least in theory – because in practice, with the CS takeover last March, UBS also took on the legal risks of the ailing big bank.

Study on alternative investments and private assets among Swiss investors

A recent survey of 300 Swiss high-net-worth individuals (HNWIs) conducted by Lombard Odier, has revealed that the share of investments in private assets is steadily growing in the current market environment.

Taking a Breather

The Fed still sees the need to raise rates and expects to keep the rates elevated level for some time.

Six steps for finding the best trades

To ensure you invest well and grow your wealth, you will need to learn the basics of researching and analysing the benefits and risks of each investment opportunity.

Quality income equities – why now?

Income-seeking investors can look to a variety of opportunities in fixed income, where we hold a most preferred view.

Team Malizia set sail on the final leg of The Ocean Race after a dramatic start

Racing for the remaining three boats continued, with Team Malizia second through the departure gates as they headed away from The Hague to negotiate the English Channel.

Moving beyond the inflation shock

In the US, rate-sensitive areas: housing, investment, manufacturing, and trade are slowing or contracting, while services have been more robust.

Monthly letter: Balancing act

As we approach the second half of 2023, markets are pricing a benign path forward. Implied equity volatility is the lowest since the onset of the pandemic, and the S&P 500 is up 20% from October’s low.

Billionaires are being demoted to millionaires in most of the world’s 15 wealthiest countries

Its research found that three-quarters of the cohort are concentrated across 15 countries.

What Makes Someone A High Net Worth Individual

This new-age term is used to denote cash-rich individuals who hold sufficient bank balances to bankroll even their most expensive dreams.

Comment & Analysis