We can sometimes be asked to speak to the next generation who feel quite alienated by the wealth their parents have, and it’s a real privilege to give them the confidence to become responsible custodians of that wealth."
After a lifetime of forging a path of your own, your wealth needs protection from eroding forces. For more than 200 years, we’ve been guiding some of the world’s most successful individuals and families with a clear focus on their future.
No two families are alike; each has complex and unique needs. We're here to keep you wealthy, and our extensive network of leading legal and accounting specialists means we can pair you with the best experts to meet your individual wealth management needs.
As a wealth manager, we focus on the fundamentals, rather than prevailing investor sentiment. We are determined to be good custodians of your capital, delivering expected returns for decades to come. As a family working hard to preserve your wealth, you’ll want to focus on understanding your goals and putting an effective financial plan in place.
You might find it helpful to use our wealth management framework to divide your wealth into different 'pots', each with a range of objectives driven by accessibility, target returns and risk tolerance.
Publications
Two months since the collapse of Silicon Valley Bank (SVB), we provide an update on the banking system. We continue to think the banking system looks overall healthier than in the period leading up to the Global Financial Crisis.
Market Commentary
Die Märkte haben sich zwar schnell wieder erholt, aber es ist noch zu früh, um daraus zu schließen, dass wir aus dem Banken- und Wirtschaftsdschungel heraus sind. In dieser Ausgabe von Market Perspective befassen wir uns mit den Konjunkturrisiken und aktualisieren unseren Inflationsmonitor, bevor wir die Wirtschaftsleistung der verschiedenen Länder bewerten.
Publications
The US debt ceiling is currently at $31.4tn and the total stock of outstanding government debt reached this level back in January. Since then, unable to issue any new debt, the Treasury has been depleting its cash balance. Despite this, we discuss why we believe the US will not default.
