Managers of Wealth

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.

Insights: The new face of luxury travel

From sustainability to revenge travel, here are the key trends driving luxury tourism

What Protects Ultra-High-Net-Worth Family Wealth

Ultra-high-net-worth families are responsible for ensuring that existing resources are sufficiently managed so that the younger and future generations do not struggle.

Northwestern Mutual Earns Record Showing on Latest National Ranking of Top Wealth Advisors

Forbes Best-In-State Wealth Advisors are nominated by their firms and undergo a series of comprehensive interviews, questionnaires and vetting by SHOOK Research.

Top 100 International Private Client Litigation Lawyers 2023

Citywealth conducted a research programme over several months to create a Top 100 private client litigator list fit for purpose.

Citi Global Wealth CIO Says This Is The Biggest Money Making Opportunity For 2023

The report also predicts that as stocks bottom out, growth sectors will be the first to regain footing, followed by cyclicals.

The Importance of Having “The Talk” Concerning Family Wealth

Successful wealth transfer takes into account the needs, wants, skills, dreams, and passions of everyone involved.

Altrata: Hong Kong Leads Asia in UHNW Footprint

This comprises mostly primary residences of the wealthy, attracted by its unrivalled links to mainland China, low taxation and status as a major global financial services hub.

Working With The Ultra-High-Net-Worth

These services can range from tax planning and preparation to compensation and benefits reviews, in addition to estate and trust planning, philanthropic guidance, insurance reviews, and multi-generational education.