Managers of Wealth

Monthly letter: Balancing act

As we approach the second half of 2023, markets are pricing a benign path forward. Implied equity volatility is the lowest since the onset of the pandemic, and the S&P 500 is up 20% from October’s low.

Billionaires are being demoted to millionaires in most of the world’s 15 wealthiest countries

Its research found that three-quarters of the cohort are concentrated across 15 countries.

What Makes Someone A High Net Worth Individual

This new-age term is used to denote cash-rich individuals who hold sufficient bank balances to bankroll even their most expensive dreams.

The Money Habits Of The Millionaires

The money habits of millionaires are critical to their survival.

Financial education charity backed by Quilter reaches 28,000 in first year

MyBnk's research shows two out of five of young adults are not financially literate and 61 per cent of young adults cannot recall receiving financial education at school.

8 Keys to Meeting the Needs of Ultra-Wealthy Clients

Put simply, they want to know that their wealth is being protected and being put to good use — whatever that means to them.

The Secrets For Keeping Wealth In The Family For Generations

With this in mind, let us take a look at how successful families have been able to keep wealth within them for generations.

According to the US analyst firm, UBS shares have great upside potential

The hard work of implementing new structures and processes or realizing synergies and cost savings is far from over.

Andreas Luder: «Clients are concerned about their custodian's security»

Andreas Luder, after more than 25 years at UBS, you became self-employed a year ago.

The challenges women breadwinners face

Women continue to make great strides in education, labor force participation and career advancement, and they are contributing more to their families’ incomes than ever before.

UAE will see the world's second biggest influx of millionaires in 2023

UK will see larger exodus of HNWIs than Russia in 2023

Lombard Odier recertifies as B Corp™ with improved score

Lombard Odier was the first global wealth and asset manager to achieve B Corp Certification in March 2019, with an impact score of 98 points.

Interview with Mr. Selman Bicaco Urrutia, Head of Private Banking, Piguet Galland & Cie SA

What do you consider to be the single most important aspect of Piguet Galland’s service that ultimately helps its clients sleep well at night?

China Asset Management Industry to Grow Says McKinsey

China’s population of 1.4 billion people is aging, and the government is trying to manage pensions for those who need assistance.

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.

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