Managers of Wealth

2023 Wealth Report: Bezos And Musk Zoom Ahead In The Rich Race As US And China Host Over Half Of Global Ultra-Rich

The global UHNWI population, individuals with a net worth exceeding $30 million, has seen a significant increase in 2023.

The Fed’s 'dot plot' in focus

The Fed is likely to tolerate a couple of months of disappointing inflation data.

There is a great willingness to take part in change

Karl im Brahm, CEO at Objectway, explains in an interview what opportunities, challenges and risks of digitalization exist in banking.`

What’s got into gold?

In the first two weeks of March gold prices surged through a series of records, gaining 5.5% and hitting a high of USD 2,195 per ounce.

Is now the time to invest in China?

With Chinese stocks trading at exceptionally good value, is now the right time to buy into the world’s second largest economy? Coutts Multi-Asset Strategist David Broomfield shares his view.

Bang for your buck! 11 wealth managers’ top UK ISA fund picks

Whether the UK ISA boosts investment into UK equities remains to be seen.

The opportunity of optimism – Lord Browne's Tacitus Lecture

The annual lecture brings together an audience of commerce, trade and industry leaders to hear the insights of a speaker chosen to address subjects encompassing ‘historical significance, modern matters and future thinking’.

Study reveals wealth managers and institutional investors believe digital assets have an important role to play in diversification

Around 10% questioned said digital assets should only be included in diversified investment portfolios for specific investment strategies.

Market study reveals more than 2,700 single-family offices are thriving in Hong Kong

Strong wealth management sector and policy support boost city’s status as premier destination for global family offices and asset owners

Signa Debacle Costs Ex Julius Baer CEO a lot of Money

Even chairman Romeo Lacher will have to tighten his belt.

Younger generations want to retire earlier and may be on track to do so, according to Brown Shipley survey

On average, those aged 35-54 plan to retire at 61, while those aged 55 and above plan to retire at 66.

Gulf millennials set to inherit $90trln in 20 years

Middle East witnessed a 6.2% increase in the super-wealthy last year

Watch now: How to Catch a Fraudster

Together they highlighted some historic cases

Amundi launches ‘lowest cost’ all-country equities ETF

French giant’s new passive fund will have management fees as low as 0.07%.

The end of the beginning

Rate cuts this year should not be considered to be policy stimulus.

How German financial companies are getting back on the road to success

Despite this trend, German asset managers are increasingly lagging behind.

Case Study: Helping a Client Make The Most Of An Isa’s Tax Benefits

How we help clients plan for the future.

Managing family wealth: an interview with our Grandes Familles Internationales team

These characteristics have led us to develop specific expertise for large international families, taking a global, bespoke and long-term approach.

Swiss Re proposes increased dividend of USD 6.80 per share, supported by strong capital position

When combined with a positive business outlook, Swiss Re's Board of Directors decided to propose a 6% dividend increase to USD 6.80 per share.

How We Help Clients With Super Prime Property Purchases

We recently made some changes to our lending service to help clients find valuable flexibility when looking to secure their dream super prime property.

Comment & Analysis