12/27/2021
Edmond de Rothschild CEO to Mainly Focus on Offshore Asia Market
That’s a legitimate question, and one that the Swiss Financial Market Supervisory Authority (Finma) also asked me.
Comment & Analysis
12/27/2021
Mark Gilbert’s View to 2022: Asset Management Gets Even Harder
Portfolios invested 60% in stocks and 40% in bonds have been a mainstay of fund management for years.
12/27/2021
In China, Bragging About Your Wealth Can Get You Censored
Online posts by users showing off their receipts, over-ordering food or scattering money have been deemed vulgar. Regulators say such content leads young people astray.
12/27/2021
The $64,000 $65,000 $57,000 Question: Bitcoin’s Place in Multi-Asset Portfolios
Could Crypto be a useful diversifier in a multi-asset portfolio? And what might be an optimal allocation if so?
12/26/2021
Crypto Cards Are Giving Bitcoin Purchase Power
These days it’s easy to use bitcoin and ether to buy goods and services online, in the metaverse, and in the meatspace, with payment gateways handling conversion at the point of sale.
12/24/2021
Investment megatrends to watch in 2022
Our FinTech strategy is all built upon the digitalisation of financial services
12/24/2021
AJ Bell’s trusts for investors of all risk tolerances
With the new year upon us, investment research head Ryan Hughes highlights four trusts he thinks are well positioned for 2022.
12/23/2021
What does wealth mean in 2021? Experts comment on the rise of billionaires over the past decade
More generally, the wealthy may be more ready now to acknowledge that inequality has become obscene.
12/23/2021
Whip Inflation Now! (And in the Future)
Don’t let fears of higher prices derail your clients’ finances.
12/23/2021
The family business: Planning ahead to pass down the family wealth
At the heart of the wealth creation in the region are the family businesses in Southeast Asia.
12/23/2021
Wealth Rises At All Income Levels, But Faster At The Top
Policymakers in Congress acted swiftly early in 2020 and then again in 2021 to counter the ongoing disruptions of the pandemic.
12/23/2021
Digital Transformation – Are Asia’s Private Banks and Wealth Management Firms on Track to Realise their Hopes and Visions?
The panel also looked into the obvious pitfalls and tricky nuances of implementing and executing these decisions so that these often very significant technology investments are not wasted by not taking the right approach to digitalisation.
12/23/2021
Magical Mantelpieces: 7 Festive Decor Ideas That Will Wow your Guests
From classic ideas to fresh takes on festive design, find all the inspiration you need to give your home a holiday glow up this season
12/23/2021
François Pauly: «We Aren't Where We Want to Be in Zurich»
What’s behind this unusual step on to the operational side of the business?
12/22/2021
Billionaire Space Race Turns Into A Publicity Disaster
Bezos's Blue Origin rockets are estimated to create 75 tons of emissions per 11-minute flight, more than the average person creates during their entire lifetime.
12/22/2021
Special Report – Metaverse: overhyped or the next internet revolution?
When Facebook changed its name to Meta Platforms1 in October, the word ‘metaverse’ moved from the domain of tech geeks to the mainstream.
12/22/2021
PIMFA welcomes extension of 10% depreciation notification rule flexibility but calls for longer term reform
This was always a rule that had more relevance for European Union financial markets than it did for the UK and our departure from the EU presents our industry, and the FCA with an opportunity to enact reforms that better fit our own domestic markets.
12/22/2021
Seven Black Swans a Swimming: Tail Events That Could Shape Markets
As Christmas approaches, we have taken inspiration from the old carol and selected seven ‘black swans’ that could have an outsized effect on markets over the coming years, for both good and ill.
12/22/2021
Bubbles, inflation, negative breadth: which market myths matter for 2022?
This issue of Simply Put, where we make macro calls with a multi-asset perspective, tests their validity.
12/22/2021
Health becomes a hot topic issue in high networth families’ financial planning
Generational wealth planning needs to take pointers from pandemic lessons