- Managers of Wealth - Europe - Wealth, private banking and asset management news and opinion

2022 Investment Outlook - Stonehage Fleming Family & Partners

Government bond yields have risen from near historic lows twelve months ago while select credit and long / short managers have navigated the markets reasonably well.

Swiss firms expect slightly stronger euro and stable US dollar in 2022

The reasons for not engaging in hedging vary, with over half prepared to accept the risk.

CIO Viewpoint: Pandemic to endemic; living with infection, inflation and higher rates

The greatest economic challenge from Omicron now looks increasingly like its infectiousness, not its severity.

Risk Markets on Alert as Rates Spike

This time might very well be different: No longer can the market view the Fed as on the sidelines.

The pillars behind ‘Swiss-made’ excellence

This distinction is continuously nurtured and enhanced with significant budgets for research and development, at both national and corporate levels.

Fund flows ‘stable’ in November ahead of Omicron news

month. Tracker funds however, experienced the lowest level of inflows since March 2021, hinting at some underlying investor uncertainty around the trajectory of markets.

Partner hires at London firms increased by 26% in 2021 – study

More than 130 lawyers moved from non-partner roles into partnership

Inflation, interest rates and lockdowns – what to look for in 2022

We look at the big-picture trends we expect to see in 2022 and what investors need to think about.

SS&C Intralinks Predicts Sustained Growth for M&A in Q1 2022

“M&A markets are bound to keep pace with a record 2021.”

Only 30% of UK businesses have a Net Zero Strategy

The survey by YouGov on behalf of Veolia, of over 1,000 senior business decision makers, found that less than a third (29%) of UK businesses have a strategy for reaching carbon net zero.

Let’s dance: Bowie deal won’t be the last, says Coutts

There’s been a huge change in the multiples being paid for these types of assets,” said Matthew Lazenby, executive Director and wealth manager at Coutts.

Investment trust and fund 2021 performance review

Comparing the winners within the trust world versus open-ended, two things jump out.

About LIBOR transition

These submissions were intended to reflect the interest rate at which banks could borrow money on unsecured terms in wholesale markets.

Quilter Cheviot :Weekly comment: New year, new start

UK markets did lag behind somewhat, but still returned close to 20% while the big disappointment was emerging markets which were down slightly due in part to concerns about Chinese growth.

Seismic Spotlight B Corp Podcast

Each podcast episode features a 1-on-1 interview with Amy, who shines a Seismic Spotlight on businesses leading the shift.

The team has also advised on Scottish deals including the sale of Axios Systems plc to IFS, Circularity Capital’s investment in P2i, the acquisition of Roylance Pharma by US client Infinity BiologiX, and the Aim listings of Calnex and Parsley Box.

FCA successor to Andrew Bailey awarded CBE in New Year honours

Christopher Woolard receives accolade for services to financial regulation and technology innovation

Global M&A to remain strong in 2022

Recording their first positive annual performance for five years, dealmakers expect M&A activity to continue to increase this year and ESG issues to dominate the corporate agend

Our client relationship managers are the ‘conductors of the orchestra’

There is an engaging dialogue with younger generation, which wasn’t there before Covid.

Providers need to get better at providing data access, says 7IM boss

This allows them to deliver suitability and ongoing review reports without having to re-key the data, and also allows advisers to deliver more of their advice in a digital format.

Comment, Analysis & Research