Why the global wave of wealth is set to continue
Despite climate of uncertainty, BCG projections expect nominal and real wealth growth to continue – though some areas will be weaker
Comment & Analysis
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Five reasons to use a Guernsey trust
They may also consider trusts for managing property investments, which have potential planning and tax pitfalls that clients need to be aware of.
How to pick the right wealth manager for the 2020s
Investors have never had more choice, but it can be tricky to find a good match
Your Wealth, Your Way – Impact Reports 2021
Impact Roadmaps highlight positive change across five tangible impact goals: Inclusion, Health and Wellbeing, Climate Change, Responsible Consumption and Sustainable Infrastructure
This CS banker can still be a superstar
The fact that the prophecy has not come true since then has not been able to damage the image of the CS strategist.
Lombard Odier PB CIO: 'A short-lived recession in 2023 is likely'
In equities, Monier prefers value stocks in the energy, financial services, industrials, materials, miners, healthcare and utility sectors.
Asset Management’s M&A Boom Will Continue
The value of asset and wealth management deals reached the highest level since 2009, PwC says — and the party isn't over.
'I’m considering buying my own fund', says manager
Bonds have sold off this year as investors are concerned about the impact of inflation on the asset class.
Schroders Global Investor Study 2022: ‘Expert’ investors more empowered to prioritise their values and principles
The results show that investors who class themselves as being ‘expert’ are more focused on the role that their principles and values can play in their investment decisions.
Half-time scores – how the investment industry is faring in 2022
Severe share price slumps and outflows widespread across the asset and wealth management sector though there are a few anomalies
Alternatives are back with diversification opportunities
In the meantime, equity and bond markets are adapting to the tougher conditions, including a rise in interest rates that has spelt the end of free money.
Credit Suisse stock: Shares look cheap if the whiff of scandal would clear
Credit Suisse stock has more than halved in value since early 2021