Managers of Wealth

Ex-SNB Chief Says European Banks Need Clarity

Credit Suisse is waging an epic battle to redefine itself with a new strategy

Peter Keller: Five underestimated wine regions

Nevertheless, there are regions that have been somewhat forgotten and are underestimated for various reasons.

If We Don’t Define ESG, Its Enemies Will

First the mob came for critical race theory, now it's come for ESG

Global wealth set to contract over 2% in 2022

Average nominal growth of financial assets is expected to be at 4.6% until 2025, according to Allianz

There’s a reason 84% of HNWIs use property wealth for retirement…

UK house prices have risen exponentially over the years, even through the peaks and troughs of various recessions and financial market wobbles.

Buying a second-hand superyacht

A second-hand yacht is typically a beautifully maintained vessel that comes at a significant price for both the buyer and the seller.

LGT Navigator: Federal Reserve remains undeterred

US Stock markets continued to slide on Wednesday after the Federal Reserve once again reaffirmed its restrictive monetary policy course.

Expecting the expected: will your job still exist in 2040?

The future of jobs is changing. Our research explores the influences of new technology on employees and how to minimise financial impacts on employment

How is inflation affecting the big investment themes of the future?

We look at what the resurgence of inflation means for thematic investing.

UBS Global Real Estate Bubble Index: At the tipping point

For the study, UBS analyzed residential property prices in 25 major cities around the world.

Tactical US Equity Themes: 4 key opportunities

This month, the UBS Chief Investment Office reiterates their conviction in four key themes: Time for quality, Security takes center stage, Resilient spending, and Pricing power standouts. Additionally, they are closing the Reopening America theme.

60/40 or 30/30/30? BlackRock forecasts renewed focus on asset allocation mix

Recession woes mean investors must pay more attention to finding the right asset class mix, says BlackRock Investment Institute chief.

Majority of HNW individuals planning to use property wealth to fund retirement

The plans of over 1,000 people in the UK with investable assets of over £250,000 have been surveyed by wealth management firm, Saltus, which found that an overwhelming majority are opting to tap into their property wealth to help fund their retireme

Wealth backers: The funds bullish on Rathbones structural opportunity

In the second of a new series focusing on fund managers backing wealth firms, we talk to the investors betting on Rathbones’ recovery.

Silver lining in cloudy asset management sector?

Stock sell-off creates opportunities, but choose carefully

Daily market updates from our Chief Investment Office - Brooks Macdonald

Read detailed economic and market news from our in-house research team.

Positive NNA and increased profitability in 9M22; 2025 strategic plan to sustain profitable growth and achieve scale

Underlying operating income increased year on year, reflecting significantly higher net interest income due to interest rate increases across currencies and a rise in other income.

Gulf's $210bln philanthropy pot expected to grow - study

Wealthy individuals and family offices in the region are increasingly deploying capital with a focus on social or environmental impact, according to the report on the GCC, which comprises Bahrain, Kuwait, Oman, Qatar, Saudi Arabia and UAE

Alberica Brivio Sforza: flexibility and sustainability are Lombard Odier’s trump cards

'Interview published in ESG News, 14 September 2022'

New data reveals worrying spike in over 40s risking retirement with 35-year mortgages

Aside from an anomalous peak in 2018 following the introduction of later life remortgage or home loan offerings from various lenders, the current sales figures are the highest seen in a decade.

Comment & Analysis