Managers of Wealth

More Money, Literally More Problems: Unique Estate Planning Concerns for the Ultra Wealthy

A financial advisor may be able to help you manage your wealth and create an estate plan tailored to your needs.

Financial Times and Schroders announce the shortlist for the 2023 Business Book of the Year Award

Each year it recognises a book which provides the ‘most compelling and enjoyable insight into modern business issues’.

China’s ultra-rich Gen Zs flock home as global tensions rise

The moneyed classes of the world’s two largest economies thus hobnob every year in a lively exchange of ideas, demonstrating wealth’s power to bridge geopolitical rifts.

Hywin Holdings Announces Land Acquisition in Hainan Boao for Development in Healthcare Sector

The Real Property will be used to build Hywin’s first integrated health management center pilot project, which represents a valuable strategic asset for Hywin’s future growth and development.

Philanthropy: When Good Intentions Aren’t Enough

LGT specialists Julia Kleiser and Rocco Baldinger tell how to avoid the most common pitfalls in giving.

IQ-EQ supports Urban Logistics REIT plc

Urban Logistics REIT plc invests in strategically located, single-let logistics properties across the UK.

Indosuez WM CIO: «People Don't Believe in the China Story»

Markets posted a brief rally in January before trending lower and the CSI 300 is now down nearly 5 percent year-to-date.

Clients in focus as Advisers have plenty to ponder

Beyond this, Courtiers is continuing to evolve, with important changes in the pipeline that clients should begin to notice over the coming months.

Ghost stock Brora among ultra-rare whiskies at Distillers One of One Sotheby’s auction

The Distillers One of One charity auction on 5 October offers whiskies as artworks, individual experiences and, above all, unique liquids, including several 50-year-old-plus single malts

How compounding your returns could help you get more from investing

By leaving your money invested for longer you could take advantage of compounding to help realise greater returns and potentially protect your wealth from volatility.

UBS Global Real Estate Bubble Index 2023: Let the air go

From mid-2022 to mid-2023, real property prices in the cities analyzed fell by an average of 5 percent. The correction phase is likely to continue.

Why the US dollar may be stronger for longer

If the US economy has surprised investors with its resilience, the dollar has also confounded early-2023’s expectations that it would weaken.

Monthly update: China's Economic slowdown Dampens the Market Mood

August can often be a volatile month for equities and this year was no exception. Despite the initial volatility, the market’s mood lifted as the month drew on, boosted by a run of strong earnings reports.

Number of high-net-worth investors seeking advice declining

While there is a greater number of unadvised high-net-worth (HNW) investors, fewer acknowledge their unmet advice needs, new research has found.

UBS is cutting researchers, including its own people

They included some of its own historic staff and some who'd moved from Credit Suisse.

Private infrastructure: Providing access to the key drivers of the infrastructure transition

They also offer some protection against global market volatility and inflation spikes, and are a source of funding when the traditional banking avenues are unavailable.

Entrepreneurs: 3 tips for selling or transferring your company in Switzerland

Behind these statistics, the reality is inevitably varied and every business owner has their own story to tell.

Should UBS be nationalized?

For this purpose, a group led by the non-party Bernhard Schmidt submitted the text of a popular initiative to the Federal Chancellery for preliminary examination.

Platforms must stop dragging their feet on ETF integration

Using ETFs in MPS offerings should be a match made in heaven, but in reality, it can be a nightmare for investors

Hong Kong Has the Most Ultra-Wealthy Residents in the World, a New Report Says

Even though Hong Kong is the UHNW leader, the city saw its ultra-wealthy population fall 23 percent to 12,615 people.

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