Investment Strategies

Residential sales above $10 million in the 12 cities covered by the Knight Frank Global Super-Prime Intelligence Report totalled 422 in Q2 2023. This number was 11 percent below the 475 recorded in Q1 of this year and 13 percent below the 483 sales seen in Q2 2022.

Wealth managers, portfolio managers, financial advisers and financial planners said their clients have “significantly increased” their allocations to cash and alternatives in the past two years, according to research from Ortec Finance.

In mainstream culture, associating technology with sustainability typically pertains to discussions surrounding - somewhat speculative - ‘carbon capture’ technologies.

Bandwagons are a recurring feature in the investment and wealth management worlds.

After professional rugby careers with Newcastle Falcons, Alex Tait and Will Welch have embarked on a new career path in financial planning with Professional Wealth Management (PWM) in Newcastle.

Quilter Cheviot has introduced a new short-term fixed income strategy for use in discretionary portfolios.

A look back at our top stories from the week...

In the second quarter of 2023, family offices worldwide showcased a dual inclination towards risk whilst pursuing returns, according to research from Citi Private Bank.

A roundup of the latest funds news impacting the wealth management sector...

A roundup of the latest news from the funds sector...