07/13/2022
How to have a ‘wealth mindset’ instead of a ‘poor mindset’ as an investor, from a financial psychologist
Telling people to leave their money on the sidelines is the worst advice you could give people right now.
Comment & Analysis
07/13/2022
Luxury Institute: Evolving Values and Priorities of Ultra-High-Net-Worth Families
The Luxury Institute acknowledges its gratitude to the UHNW Institute and its members who contributed to this research.
07/13/2022
UK's return to growth piles rate rise pressure on BoE
Better-than-expected May GDP number should further pressure Bank of England to up the pace of interest rate rises.
07/12/2022
Swiss Life on Capturing Untapped HNW Sales Opportunities in Asia
They focused their attention largely on Variable Universal Life and its particular advantages.
07/12/2022
Gasping for gas – tensions over Russian energy intensify
The energy crisis, and Western efforts to cap Russian gas and oil revenues, are fanning rising recessionary fears, and countries are seeking alternative sources.
07/12/2022
Publication of shareholder circular in connection with proposed simplification of Company’s dual class share structure
For the purposes of approving these proposals, the Circular contains notices for two shareholder meetings each to be held as hybrid meetings on 15 August 2022 at 1 London Wall Place, London, EC2Y 5AU.
07/12/2022
Improving the energy efficiency of UBP’s buildings
The energy consumed in buildings is responsible for about 30% of the CO2 in the atmosphere.
07/12/2022
Peak inflation? Not yet for emerging markets, it seems
Investors are looking for signs that high rates of inflation are moderating, but the first tranche of new monthly numbers for June is not encouraging.
07/12/2022
How advisers are tackling wealth retention
Women stand to inherit much of the UK’s wealth before it reaches the next generation
07/11/2022
London Now: Exploring the Connection Between Art and Literature
Christie’s is celebrating the great city of London and exploring the connection between literature and art this summer with an exhibition and a philanthropic auction in support of English PEN
07/11/2022
Quilter's Nick Wood: The evolution of the ‘star’ fund manager
It is the perennial question asked by the investment press – who is the next star fund manager?
07/11/2022
Why most investors are bad at selling and what they can do about it
Poor selling decisions lead to underwhelming investment performance. We identify four biases that explain why selling is so much harder than buying, and offer potential remedies
07/08/2022
Citigroup Switzerland CEO: «Startups Are Struggling to Find Capital»
In her interview, McManus points to an area where the Swiss financial industry could improve while telling us how the country's financial center is seen internationally.
07/08/2022
Rise in wealthy migrants to create demand for wealth management services
Over the coming decade, the report forecasts a 30 per cent increase in the number of high-net-worth people living in Canada, driven largely by the projected performance of the economy, but boosted by this migration trend.
07/08/2022
Just 12% of advised clients are ‘ESG Dedicated’
Overall, 56% of clients are either ESG Dedicated or Focused, meaning more than half want ESG factors to play a role – to some extent – in how their portfolio is selected or managed.
07/08/2022
Bonds are dead, long live bonds? What can save investors in the months ahead
With the Fed maintaining its hawkish stance, investment chiefs of Europe's biggest private banks deliberate where to go next with their asset allocation.
07/08/2022
Wealth industry business sentiment weakens in Q2 2022
Despite these dark clouds, the wealth industry is still hoping for a better 2022.
07/07/2022
What is the role of investors in financing the transition towards sustainable food systems?
Climate change, perhaps the best-known of these boundaries, is coming under increasing pressure, with our atmospheric CO2 levels higher now than they have been for millions of years.
07/07/2022
A risk-based approach to multi asset as caution prevails
Such turbulent times amplify the need for resilience
07/07/2022
As Bad as it Felt
In the first half the key change in sentiment amongst economists and central bankers has been the marked deterioration in their outlook for inflation.