Managers of Wealth

Taking stock of China’s rapid reopening

China’s unexpectedly rapid dismantling of COVID restrictions is paving the way for economic reopening, but the simultaneous surge in infections across the country suggests the path will be bumpy.

Lucerne private banker reflects on his unsellable Russian investments

‘Right now, we don’t know when or how we will ever be able to convert them back into money,’ said Jürg Staub of Reichmuth.

First impressions

That hawkish pivot drove cross-asset performance all year—the result of the Fed tightening financial conditions to slow the economy and bring inflation down.

'Investors should not forget the lessons of past crises'

It has been proven in 2022 that it is not impossible for equities and bonds to be correlated.

Five investing mistakes the wealthy don’t make

The good news is it’s not rocket science, and we can all learn from them.

SIX Swiss Exchange: Key Figures 2022

SIX Swiss Exchange recorded fourteen company listings

Robertson Stephens' Stuart Katz: Answering Key Questions Heading Into 2023

The strategic segment covers cash needs expected in 1-2 years, which allows for investment in a separately managed fixed-income account strategy that seeks higher yield while still maintaining a focus on capital preservation.

New Year's resolutions from 7 in wealth management

The temporal landmark that is the new year is a prime springboard for making plans to pursue a goal or change a behavior.

Swiss Bankers to Keep an Eye on in 2023

She was supposed to become head of Europe at Credit Suisse.

Quilter announces the passing of Commercial and Propositions Director, David Tiller

David passed away on Wednesday 28 December whilst out walking with friends in the Lake District.

Ex-SLA boss Keith Skeoch knighted for services to finance

Skeoch has been made a knight bachelor of the Order of the Companions of Honour in the New Year Honours List.

And 2022's Financial Market Word of the Year is...

Hawks and doves describe the monetary and interest rate policy leanings of central bankers.

Should UK philanthropy follow the US model?

But experts say there is work to be done to turn this burst in charitable giving spurred by the pandemic, into a sustained culture of philanthropy in the UK.

Elon Musk has suffered the 'biggest loss of wealth in modern history' this year

The 51-year-old had faced problems with Tesla due to China's severe lockdown restrictions, their biggest market outside of the US, as per the Sydney Morning Herald.

This is how the merged Sparkasse Hellweg-Lippe is positioning itself in private banking

The institute, which was created from the Sparkasse Lippstadt and Soest-Werl, is also gearing up for a common future in private banking.

Where Does Your Net Worth Stand in Relation to Your Age Group?

Liabilities are debts that can be subtracted from asset totals, including mortgages, home equity lines of credit or home equity loans, credit card balances and installment loans, including personal loans, auto loans and student loans.

23 hits on money, wealth and prosperity

Whether you want or need money, work for it or cheat, win or lose it - money moves us all.

How UBS AM is stress-testing for liquidity risk

Policy shifts in Japan, China among scenarios under review at Swiss asset manager

Connolly Wealth Management breaks down Roth Conversions to help people with tax-efficient retirement planning.

Retirement planning is necessary to achieve that golden life and can be a long-term process that involves sacrificing money each month.

MC Interview | There's a lot of interest in India among HNIs world over: Julius Baer's Ashish Gumashta

The Executive Chairman of Julius Baer India said that there is an unprecedented confidence in the India story among investors and business houses, in an interview given to Moneycontrol

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