12/19/2022
Worst Timing for ESG Women Equity Fund
An additional blow came from greenwashing accusations against the fund manager in June.
Comment & Analysis
12/19/2022
New Year’s portfolio resolutions
The end of another turbulent year is a time both to reflect and to make plans, with many of us thinking about our New Year’s resolutions.
12/19/2022
Asset Management: Millennium’s secret weapon
Plus, short selling is back, metaverse ETFs, and Casablanca returns to the big screen
12/19/2022
Rothschild & Co announces the publication of R&Co4Generations Progress Report 2021-22
R&Co4Generations is a key pillar of the Group’s strategy and an enabler to create a sustainable future for the next generations.
12/19/2022
Bernard Arnault, emperor of luxury and world's top fortune
They include some of the most recognisable names in fashion and prestige goods, from Louis Vuitton and Kenzo to Moet Hennessy and Tiffany.
12/19/2022
Where Next for the US Dollar?
The greenback has had another strong year, but there are a turning point has been reached.
12/19/2022
How tough life lessons can ease UHNW clients' anxiety
You need to put the oxygen mask on first, and then you can tend to your clients, says advisor
12/16/2022
How the pandemic tipped the balance for women in wealth
Following challenges from COVID-19 disruption, Edward Jones is opening doors for women advisors to thrive and succeed
12/16/2022
How Rathbones’ Smith is positioning for a productivity bounce
Smith believes we are facing a global productivity slump, requiring a different, bottom-up approach in the years ahead.
12/16/2022
Rebuilding the Swiss cultural industry post-pandemic: report by Fondation Lombard Odier and the Center for Philanthropy Studies
Yet during the pandemic, many cultural workers fell through the cracks of government support, and several institutions faced extreme operational challenges.
12/15/2022
Sotheby’s Grabs Retail Space for New Hong Kong Auction House
The 24,000 square feet two-storey space will mark Hong Kong’s first auction house to move from an office to a retail podium.
12/15/2022
The Future of the Digitally Empowered Advisor & Relationship Manager
Wei Mei Tan, Global and Asia Head of Advisory for HSBC Global Private Banking and Wealth, was one of our expert panellists.
12/15/2022
European wealth managers predict tougher suitability regulations
Most feel they will be pressured to pay compensation for failing to understand clients’ risk profiles
12/15/2022
HNW clients fret over recession threat
Wealthy investors are in a ‘state of paralysis’ but it is ‘not the time to shy away’
12/14/2022
HSBC: Philanthropy is a key priority for NextGen
As trillions of dollars change hands in inter-generational wealth transfer, education and elder care are key focus areas for rich Asian families.
12/14/2022
The 2023 Wealth Management M&A Outlook
A data-driven analysis of M&A and valuation trends re-shaping the wealth management market.
12/14/2022
Ueli Maurer: You should leave CS alone for a while
Ueli Maurer expects a change for the better at Credit Suisse.
12/14/2022
The end of cash in Switzerland is within reach
The findings of the Payment Monitor published by the American card giant Visa on Wednesday make it clear that payment habits in Switzerland are changing permanently two and a half years after the start of the corona pandemic.
12/13/2022
2023 predictions: Wealth manager tech spend to surge
Analysing the trend in profits and expenses at major international banks with substantial wealth management divisions points to a big…
12/13/2022
SJP opens adviser recruitment initiative for those with disabilities
Advice giant joins forces with Kaleidoscope Group UK for offering