09/29/2023
Celebrating the STEP Private Client Awards with ZEDRA!
The Academy sees music as a universal form of communication to bridge cultural, political, economic and linguistic barriers.
Comment & Analysis
09/29/2023
Capital vs. pension: another point of view
Many factors come into play when deciding what to do with your pension assets, and these go far beyond tax considerations.
09/28/2023
Interview: Graeme Hartop, CEO of Edinburgh-headquartered private bank Hampden & Co
This was followed in August by it revealing 2023 interim results, registering a pre-tax profit of £5m, and total lending having grown 6 per cent year on year to reach £461m, for example.
09/28/2023
The modern female investor: empowered, sustainable, goal-driven
Women are managing growing levels of wealth across many countries.
09/28/2023
Hansard Global Results
Dividend maintained in challenging year for new business
09/28/2023
Sustainability stock market league table: which rank best and worst?
Our analysis ranks the world’s biggest stock markets by their sustainability credentials, providing an additional, underappreciated, lens on how to assess their risks and opportunities.
09/28/2023
Schroders marks sustainability milestone with leading impact industry verification
The nine Impact Principles cover areas such as strategic intent, origination and structuring, portfolio management, and impact at exit, and include independent verification.
09/27/2023
VP Bank: Wealth Transfer is Fueling Intermediaries Growth
Asia is undergoing a historic transfer of wealth from one generation to the next.
09/27/2023
US Regional View: Higher for longer
The result of last Wednesday’s Federal Open Market Committee meeting turned out to be more eventful than most investors were anticipating.
09/27/2023
Things to Know About the Billionaire Card – a Diamond-Encrusted Credit Card
The Billionaire Card is exclusively accessible to those with a significant amount of wealth.
09/27/2023
Mirova again awarded for the quality of its equity management at the 2023 “Corbeilles Mieux Vivre Votre Argent”
In 2023, Mirova is again awarded with the “Certificate of Best Management for five years”, confirming once again the relevance of its long-term equity strategies
09/27/2023
What Chances Does UBS Have at its Trial in France?
The two parties meet on Wednesday before the Court of Cassation, the highest court in France.
09/27/2023
Rock Investment SAS Announces its Intention to Provide Financing of Up to CHF100 Million to GAM Building AG
Rock has already provided short-term financing of up to CHF 20 million to cover GAM’s immediate liquidity needs.
09/27/2023
M&G Wealth: Cost-of-living crisis is increasing financial secrecy among families
The ‘Family Wealth Unlocked’ report finds that there’s been an increase in the number of people not wanting to discuss finances since the start of the cost-of-living crisis and are hiding worries or money from their loved ones.
09/26/2023
A new era for private credit – what does it mean for investors?
The private credit market has been one of the fastest-growing areas of lending and a rapidly maturing asset class.
09/26/2023
Sergio Ermotti is Happy About Client Money Inflows
He had encouraging things to report and sees «good momentum» in the current quarter in recovering funds that clients had withdrawn from Credit Suisse before the takeover in March.
09/26/2023
Not All In The Same Boat
Until recently, holding cash could have proved costly, but with the yield curve that has now inverted, their cash is currently earning more than the cost of their debt.
09/25/2023
Vacations Only the Rich Can Afford
This allows for some pretty spectacular luxury holidays to places that might be out of reach for most people.
09/22/2023
More Money, Literally More Problems: Unique Estate Planning Concerns for the Ultra Wealthy
A financial advisor may be able to help you manage your wealth and create an estate plan tailored to your needs.
09/22/2023
Financial Times and Schroders announce the shortlist for the 2023 Business Book of the Year Award
Each year it recognises a book which provides the ‘most compelling and enjoyable insight into modern business issues’.