Managers of Wealth

Credit Suisse Senior Bonds Get Favorable Tailwind

With Credit Suisse now absorbed into UBS, not only will its shares disappear, but around $200 billion of the bank's outstanding senior bonds will transfer to the buyer.

LPL Welcomes Florida-Based Independent Practice Van Buren Wealth Management

"We have the privilege to walk alongside hundreds of clients — from teachers to engineers to executives."

Schroders UK Financial Adviser Pulse Survey 2023

Cash versus equity investing discussions dominate amidst ongoing macroeconomic concerns and cost of living crisis

Farrer & Co : Retention and incentivisation of key personnel in M&A

Many businesses in this sector are "people" businesses, and the quality and engagement of employees is a critical part of ongoing business, and this becomes especially so when M&A is involved.

UBP’s Ivan Wong on being a pure play amid mergers and bank failures

Union Bancaire Privee’s (UBP) Ivan Wong says the pure play approach to private banking in Asia has never had a better competitive edge than it does now.

Credit Suisse's Benjamin Cavalli Swims Against the Tide

Cavalli, considered among the most knowledgeable about Asia in Swiss Banking, will be given another illustrious task.

Global Wealth Management Market 2022 by Company, Regions, Type and Application, Forecast to 2028

Banks accounting for % of the Wealth Management global market in 2021, is projected to value USD million by 2028, growing at a % CAGR in next six years.

Decoding The Next Generation Of Wealth Owners: The Primal Perspective

The world is witnessing the rise of a new tribe: the next generation of wealth owners.

Investing Mistakes That Ultra High Net Worth Individuals Don’t Make

They avoid the mistakes they made in the past.

Gold can overcome near-term headwinds

As a result, gold has now fallen more than 5% from its recent peak in early May, when investors were more confident that the Fed had already finished its rate-hiking cycle.

Wealthy families are backing start-up factory Antler with over $200m

Ant Millet, Antler’s Sydney-based global partner, said the fund had also concurrently raised almost all the finance needed for a planned $60 million fund that will specifically invest in Australian early-stage companies.

Peaks, pauses and pickups: Quintet unveils 2023 midyear investment outlook

European wealth manager highlights core dynamics that will drive the global economy, financial markets and key asset classes over the second half of 2023 and beyond.

The End is Inevitable for Credit Suisse's Swiss Business

When the integration is completed at the end of 2027, the combined entity aims to have saved around $8 billion in costs, of which $6 billion will be personnel.

Fondation Philanthropia celebrates 15 years of impact

Almost half of the donations were designated for the humanitarian and social sector, around a quarter for education and training and just under 15% for medical and scientific research.

MENA Investors More Likely Change Investment Behaviour Than Global Average; EY Wealth Report Reveals

Professional services network EY revealed these findings and more about wealth management in the region in its latest report.

What should I do with my cash holdings?

But deposit rates can also fall quickly if the rate-hiking cycle turns.

Positive impact in EM: Learnings from three years of investing

The first was from the spring of 2020 to the beginning of 2021 with the rerating of renewable and battery names due to changes in regulations and technology deployment.

Investment Strategy

Goldman Sachs describes the deal as a significant reduction in uncertainty but a small reduction in spending.

Real estate platform buys European digital wealth manager

Acquisition expands the firm’s product range and services

‘It’s a bad deal’: Inside GAM’s pivotal AGM and what comes next

The asset manager was quick to issue a press release encouraging support for the Liontrust deal.

Comment & Analysis