Managers of Wealth

UBS Expands Philanthropy Offering in Hong Kong

Charitable donations to the fund can be invested within the parameters selected by clients and all administrative fees are borne by the bank.

Five African cities hold more than 50% of continent's private wealth

Egypt accounts for the most billionaires, says Africa Wealth Report

UHNWs are investing heavily in art but experts say it’s dangerous territory

Art was a top investment performer in 2022 but its an unregulated market, warn top advisers

Best wealth managers for high net worth individuals in the Middle East in 2023

Some are based away from the Middle East but their clients and knowledge are entirely concerned with the region.

The Fear of Fear Itself

The banking sector is likely to remain the epicentre of investors’ fear.

German IFO has improved further contrary to expectations

Resulting from the tighter bank’s lending standards and higher cost of capital, credit should slow down further in the next quarters.

UBP Annual Report 2022

Message from the Chairman of the Board of Directors and the Chief Executive Officer

Private wealth emerging as the new frontier of alternative assets fundraising — Preqin reports

Larger fund managers lead the way in the private wealth space with billions of dollars already

Leading family businesses best at building trust

A new paper from PwC suggests that a 71% majority of family businesses reported growth in their latest financial year, while 43% reported double-digit growth.

Central banks tread cautiously in the face of banking stress

Central banks in the US, eurozone, Switzerland and the UK pressed ahead with rate rises this month in the face of banking stress.

Diversity, an expanding area: EU and UK policy moves

Diversity is a compliance concern at two levels, the higher one being potential breaches of anti-discrimination laws set by countries and, for its member states, the EU.

Bank crisis: How four leading DFMs are positioned

The issues in the US banking space appear more idiosyncratic than systemic at this point in time but it is important to remember how these concerns can spread like wildfire.

Spring hope sees UK evading recession

The UK’s economic prospects are looking up.

Billionaire Zara Founder Races to Spend His Ever-Growing Bounty

Spain is the only European Union country with a full-on wealth tax, forcing Ortega’s family office to rapidly invest dividends in order to skirt the levy.

The Rich Are Getting Richer – But Is The Wealth Gap Worse In Europe Or The US?

At the same time, the cumulative wealth of the top ten billionaires in the UK has grown from £48 billion in 2009 to £182 billion in 2022 - an increase of 281 percent.

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.

Comment & Analysis