Managers of Wealth

Future of Wealth Management is relationships not transactions, new research finds

Wealth management staff will need new skills – to support and complement deployment of more technology

45,000 Australians joined the ‘established affluent’ last year

The graduation of 45,000 individuals into the established affluent was a notable change.

Nokkel and FNZ research states property wealth is critical for retirement

UK’s cost-of-living issue and rising interest rates have made this worse.

Switzerland Wealth Management High Net Worth (HNW) Investors Analysis Report 2023

HNW individuals in Switzerland are predominantly high-earning professional males, while entrepreneurs and female HNWs present a lucrative target segment for wealth managers.

Global Wealth Report 2023 – global wealth set to rise by 38% over the next five years

The latest Global Wealth Report predicts global wealth to reach USD 629 trillion by 2027, despite 2022 being the first year of wealth decline since 2008.

Swiss top global wealth rankings

Switzerland was followed in the rankings by the US and Hong Kong.

HNWIs consider working for longer following LTA reforms

It found that 19 per cent of non-working HNWIs said they already have plans in place to return to the workforce as a direct result of the changes to pension allowances.

Hywin Holdings, Leonteq AG, and Arta TechFin jointly launch “Global Mega-Trends Series” principal-protected notes

The combined research knowhow, structuring expertise, and tech-powered processes of Hywin, Leonteq, and ARTA guided the design, testing, and calibration of the products.

The best Saint-Émilions

This year’s Bordeaux en primeurs hold great promise – even if the classification of wines in the region leads to fevered debate

Pension funds, other institutional investors and wealth managers plan to boost crypto investments

Nearly nine out of 10 (87%) believe investment opportunities in the sector are attractive on a 12-month view with 39% saying investment opportunities are very attractive.

Taking the Edge Off the Risks

Last week’s better-than-expected US inflation report led to a rally in both bond and equity markets.

HSBC announces two year research fellowship in partnership with the University of Oxford’s Wellbeing Research Centre

These areas of interest aim to also build upon the findings of the HSBC Life +Factor Study, completed in 2021 and 2022, by the life insurance business of the HSBC Group.

Real rates suggest IT valuations are stretched. Stay selective

In past years, IT stocks and US real rates had a strong negative correlation—i.e., when US real rates rose, US IT stocks declined and vice versa.

Schroders quantifies the effects of human capital management enhancing investment process

This framework allows active managers like us to gain greater insights into companies within our investment universe.

High-net-worth clients may prove easy to get and just as easy to lose, study reveals

Due diligence may not be the top priority when wealthy clients seek a financial advisor, but they can also be quick to switch

Global tech back with a bang: The best and worst funds/trusts of first six months

So far, this year has seen a fairly dramatic sea change in the winners and losers from an investment fund perspective too as asset managers have attempted to navigate a fairly tricky environment.

Prospect of insolvency for UK businesses' set to fall for the coming year

Corporate insolvencies are at a four-year-high according to the latest government data.

Reality check, but China stocks can still rise

The yuan has eased to 7.19 against the US dollar, marking a new seven-month low.

How wealth can be successfully managed over generations

The preservation of family legacies should be based on trust and shared values

One in four UK business-owners have fast tracked their exit strategies in the past 12 months as General Election looms

Exit plans across the UK’s business landscape have been fast tracked, with nearly a quarter (23%) of business owners having accelerated their plans to sell or wind down their business in the past 12 months.