08/02/2022
Credit Suisse – after the strategy change there is a deduction
Credit rating agencies lowered the rating of CS's senior unsecured debt and deposits from A1 to A2.
Comment & Analysis
08/02/2022
Helvetia has a real estate platform - and is launching a new one
The platform covers all phases of real estate ownership, Helvetia advertises: from saving to searching, financing, hedging and value retention to selling.
08/02/2022
Selling your start-up in France: how to limit your exit tax
There is also an exceptional contribution of 3% to 4% payable on incomes that go over certain thresholds, which is usually the case for business transfers.
08/01/2022
Swiss Re reports a net income of USD 157 million for the first half of 2022, with Q2 profit of USD 405 million
After the first quarter was marked by negative impacts from the financial market downturn, the COVID-19 pandemic and reserving for the war in Ukraine, this resulted in a net income of USD 157 million for the first half of 2022.
08/01/2022
Fabian Käslin: «Of Shitstorms and Proud Swiss»
Anyone hiking through Switzerland right now, for example, in my home in Etzel near Zurich, will find lush fields, meadows, and pristine lakes.
08/01/2022
Diversifying Portfolios In Uncertain Times, Practical Investing In Sustainable Initiatives, And The Future Of Advisory Regulation
Meanwhile, more companies are waiting longer to go public as private equity is offering investment access to exciting innovations that are inaccessible through public market solutions.
08/01/2022
A Conversation with Seaquake Crypto CEO Andrew Katz
Katz never seems to lose sight of his primary objective, and he is ever-determined to surpass expectations at every opportunity.
08/01/2022
A year as an intern at Walker Crips
Eleanor shares some insight into the valuable lessons she learned, and talks about how this experience has shaped her approach to work.
07/29/2022
US recession risk remains as Fed seeks to tame inflation
After its latest rate rise, the Federal Reserve has signalled the pace of hikes could slow.
07/29/2022
Cazenove Capital’s Responsible Multi Asset Fund reaches over £1bn in client investments
The fund provides charities with a simple, cost-effective way of aligning their investment objectives with their charitable aims.
07/29/2022
The Dollar – The Best of a Bad Bunch
The dollar’s recent inexorable rise has appeared to show no bounds and has made asset allocators inevitably believe that it may be too risky to bet against the currency.
07/29/2022
June was the worst month for Swiss pension funds since Covid crash: Credit Suisse
The only asset class that was reported as positive in the survey was alternative investments
07/29/2022
Labuan IBFC And LIIA To Jointly Host Asian Captive Conference 2022
These indicators clearly reflect Labuan IBFC’s increasing prominence as the captive market of choice regionally and globally.
07/28/2022
Volatile markets wipe £12bn off SJP’s books
SJP expects its full year net flows to be around £11bn, compared with £18.2bn last year.
07/28/2022
Investment Performance Awards 2022: The shortlists revealed!
This year’s awards will credit the wealth firms that have delivered strong returns for clients in these ever-changing market conditions.
07/27/2022
Beyond retail: multi-asset mandates for institutional investors
Multi-Asset mandates cover a large swath of client needs, from adding leverage and balancing risk across asset classes (risk parity), to straightforward target-date glidepath solutions for DC plans.
07/27/2022
Why SJP boss Andrew Croft isn’t backing down from an embattled model
The UK’s largest wealth manager has faced criticism over charges, rogue advisers and more, but is sticking to its guns
07/27/2022
GCC’s Financial Wealth To Grow by 5.2% Annually, Reaching USD 3.5 Trillion by 2026
It is also expected that life insurance and pensions will become the third largest asset class over the next five years.
07/27/2022
Investing through bear markets – where to from here?
Most major equity markets are down between 10-25% year-to-date, and a downtrend remains in place, despite some rebounds off May and June lows.
07/27/2022
The golden rules to retirement planning: Where there's a will there's a way
In the first of a new series of articles, we look at the best way to protect your and your family’s future.