Ambitious wealth management company, AssetCo, headed by industry veteran Martin Gilbert, is to buy SVM Asset Management Limited for GBP10.7 million.
Luke Hyde-Smith of Waverton writes that absolute return funds seek to provide a positive nominal return for investors regardless of the underlying market conditions.
Julius Baer has released the third edition of the Global Wealth and Lifestyle Report, which takes a basket of consumer goods and services that reflect the spending patterns of high-net-worth individuals and analyses their prices in 24 key cities around the world.
Capgemini 2022 wealth report reveals North America retains top spot for high net worth population and wealth
Capgemini’s World Wealth Report (WWR), published today, reveals the global High Net Worth Individual (HNWI) population grew 7.8 per cent and their wealth grew 8 per cent in 2021 owing to recovering economies being boosted by the stock market.
The Wealth Adviser 2022 Report contains interviews with some of the winners from the 12th outing of the Wealth Adviser 2022 Awards.
Michael Butler, partner at ECI, talks to Harriet O’Brien about the value of developing a unique selling proposition
Commenting on energy price increases from the perspective of investing in the Gulf, Jubin Jose, manager of London-listed Gulf Investment Fund plc, writes that with the UK and much of Europe facing gas supply worries and surging energy prices as geo-political brinksmanship in Ukraine continues, which markets are set to benefit from this uneasy outlook?
Risk advisory firm Validus Risk Management has published its annual analysis of the top macro risks for the coming year.
Philippa Aylmer writes that with UK assets looking attractive relative to the rest of the world and the end of the Omicron wave in sight, it might be easy to dismiss ‘partygate’. However, Stuart Clark, portfolio manager at Quilter Investors warns investors to expect increased volatility in 2022.
Nikki Howes, Investment Manager, Handelsbanken writes that the firm believes that exciting investment opportunities can be found in the global megatrends driving change across the world.
The UK’s December CPI figure of 5.4 per cent for the year was higher than expected and reminded Paul Craig, portfolio manager at Quilter Investors of the situation 30 years ago.