10/07/2022
Asset managers divided on mandatory Scope 3 reporting
Analysis of 20 influential asset managers reveals Scope 3 emissions and materiality disclosure are huge subjects of contention.
Comment & Analysis
10/07/2022
Why the Future of Wealth Management in Asia is Greener, More Mobile and Engaging
This new generation of investors presents wealth managers with a fantastic opportunity to deepen client relationships
10/06/2022
Monthly update: Currency comes into focus
The pound’s recent plunge should be taken in the context of a strong dollar
10/06/2022
How will Spain wealth tax impact HNW clients?
It is expected to collect around €1.5bn across 2023 and 2024
10/06/2022
UBS Ticino boss: from professional soccer player to regional manager
The UBS bosses recognized early on that she was dealing with a talent
10/06/2022
The SNB keeps an eye on Credit Suisse
This is due to concerns about the bank's ability to restructure its business without raising more money from investors.
10/06/2022
UK fund managers are dirt cheap, but only one delivers on its promise
UK asset managers are cheap relative to history but remain too volatile and risky to buy, except for a buoyant Man Group.
10/06/2022
Goldman Sachs pursues asset purchases in UK pensions fire sale
US bank’s asset management arm targets retirement schemes’ illiquid holdings
10/05/2022
Can Japan shield the yen from the dollar?
On 22 September, Japan’s Ministry of Finance instructed the Bank of Japan (BoJ) to intervene in currency markets, buying the yen and selling the US dollar, for the first time since 1998.
10/05/2022
How Chris Smith mastered the finance game
For one of the country’s leading financial advisers, a thwarted career in sport was the redirection he needed to be at the top of his game in wealth management.
10/05/2022
UBP further expands governmental real estate offering
UBP’s ambition is to offer diversification and granularity through liquid investments to both private and institutional clients.
10/05/2022
Citi Warns Charities Face Crisis Despite $2.4 Trillion Warchest
Report finds giving was already stagnating before donors were hit this year with declining asset values and elevated inflation.
10/05/2022
Asset managers may regret becoming the new banks
Alphabet soup of LDI and ESG puts BlackRock and others in the financial hot sea
10/05/2022
Annuities set for comeback as rates soar: Six retirement planning consideratio
With weakness in equity markets and turmoil in bond markets, it is a difficult time for those trying to plan their retirement finances. Silver linings to the financial clouds can be tricky to identify but one is visible in the form of massively higher ann
10/05/2022
Rising rates – a game changer for banking stocks?
In Europe, market volatility has also exposed vulnerabilities in some individual names. Below we weigh the arguments for becoming more positive on a long unloved sector.
10/04/2022
Leonteq is now recognised as a benchmark administrator under the European Benchmarks Regulation
This will allow the company to grow its activities beyond the traditional structured products business.
10/04/2022
PwC announces record global revenues of US$50 billion
Our people give their time and skills every year to support the communities where they live and work, supporting organisations from small local charities to national and global NGOs.
10/04/2022
Fund giants gate UK property withdrawals on pension run
The redemption halt comes as pension funds pull money in a perfect storm of a weakening real estate market, and a fall in other assets.
10/03/2022
Ethnic Minority Businesses could add £75 billion to the UK Economy
To mark Black History Month, Diversity Equity & Inclusion Consultant, Sharniya Ferdinand, describes how the report she helped create, Time to Change, is championing wealth creation in minority communities.
10/03/2022
How To Close The Generational Wealth Gap
Specific wealth-building actions have been isolated to only those with existing wealth and we are focused on breaking through this barrier and expanding the accessibility of wealth-building tools and strategies to all.