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

From Pillar to Post: Between Switzerland's Banks

A look at the top ranks of the banks shows which managers are well-versed in both cultures.

Regime shift: central banks will prioritise inflation over growth

Inflationary pressures mean monetary policy must be tighter and more restrictive than it has been in the recent past.

Do the right thing

We can all get things wrong, but if presented with the right incentives, and a little luck, there might still be time to change our minds before it is too late.

Containing or contagion? High rates take a bite out of banks

While it is too soon to know whether this will restore market confidence, the current environment looks very different to that which preceded 2008’s financial crisis.

The End of Ulrich Koerners Wild Roller Coaster Ride

UBS CEO Ralph Hamers will take over as CEO of the new combined banking group.

Attractive opportunities in the “middle ground” of credit

Crossover credit, which covers corporate bonds in the area between investment grade and high yield, can offer some of the most interesting investment options.

Credit Suisse says some clients may want to move wealth assets after UBS deal-memo

UBS will become the undisputed global leader in managing money for the wealthy through the takeover of its main rival, triggering some concerns about concentration risks for clients.

Banking industry under pressure

The bank notes that its liquidity coverage ratio (high quality liquid assets as a share of potential 30-day stressed outflows) had improved further, from a high of 144% in FY 2022 to 150% on 14 March 2023.

Time to prepare for a peak in policy rates

But policymakers face the challenge of balancing their battle with inflation against mounting risks to growth and financial stability.

SJP 2023 Budget Analysis: A Budget for Growth

The changes and what they mean for financial planning strategy

Three European Banks to Hedge Against Silicon Valley Bank Fallout

These banks are well-capitalized and may be less prone to credit contagion.

How a weaker US dollar would hit Swiss equities: J Safra Sarasin

The Swiss stock market’s performance is strongly correlated to the US dollar, a factor often overlooked by investors, according to Karsten Junius and Wolf von Rotberg.

UK Budget: Chancellor’s attempts to lift medium-term growth are unlikely to succeed

Despite a raft of measures to boost growth, and positive short-term news from the OBR, we think the outlook for the UK remains challenging.

Tight labour market poses rates conundrum, while economic inactivity eases ahead of budget

The Bank faces something of a conundrum about whether to hold rates and inject some stability or to continue to fight inflationary fires.

Market volatility expected as debt ceiling impasse looms on the horizon

The UBS Chief Investment Office (CIO) provides guidance in the event of a last-minute settlement that raises the debt ceiling as well as a failure by Congress to do so.

Pension savers could gain £180k if lifetime allowance moves to £1.8m

Initial cost estimates, as well as the Treasury’s own budget policy costings, are inherently open to a high degree of uncertainty in this area though.

Ask the experts: How will ESG investing weather a recession?

Every month, Portfolio Adviser asks a cross section of industry commentators for their views on the same topic

How to ensure true client-centricity

The country hit flu season just as NHS waiting times hit a record high, with 7.2 million people waiting to start routine treatment as of the end of October, according to the British Medical Association.

COVID-19 Luxembourg Update: Exceptional Measures Applicable to Companies Ends

The period of application of the exceptional measures provided for by the law was extended several times during COVID-19 and finally ended on 31 December 2022 in view of the improvement in the overall health situation.

Strategy blog: Banking stress containable

Its large investment portfolio was particularly exposed to longer-dated bonds, with little hedging to protect against rising policy rates.

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