03/21/2022
How CPAs And RIAs Excel Together
Partnering with financial advisors within the wirehouse community was the foundation for the Integrated CPA Alliance.
Comment & Analysis
03/21/2022
Russian Cash in Swiss Banks Back in Focus After Zelenskiy Speech
Zelenskiy says blocking cash part of ‘fight against evil’
03/21/2022
The new escape funds in Swiss banking
Conversely, there are also customers who are now becoming aware of Switzerland.
03/21/2022
Heightened Risks Undermine 'Buy the Dip' by Gary Dugan
The central banks are justified in their worries about inflation.
03/20/2022
The Perks and Practicalities of a Second Home
Homeowners now have more flexibility than ever to split their time between properties—here are the financial and everyday considerations they should know about
03/20/2022
Le Voyage Gourmand: Take an Exceptional Food Tour Through France
Experience French gastronomy like never before by following the country’s new Vallée de la Gastronomie food and wine route
03/18/2022
Why don’t more women invest? The system feels stacked against them
As a result, the studies find many women are shying away from investing even though they want to take control of their finances.
03/18/2022
World’s 25 Wealthiest People
Warren Buffett is the fifth-richest person in the world, with $122 billion.
03/18/2022
A Changing Landscape by Coutts
Russia’s invasion of Ukraine and the ongoing rise in inflation have unsettled financial markets around the world.
03/18/2022
'Sustainable' funds are no more green than traditional products, study finds
So-called "green revenue" is the percentage of sales generated from products that benefit the environment such as with cleaner water or contribute to mitigating climate change.
03/18/2022
‘We are horrified and deeply concerned about the Russian invasion’
We are horrified and deeply concerned about the Russian invasion of Ukraine and the ensuing crisis.
03/18/2022
EFG International: Ukraine Update
With the war in Ukraine ongoing, Sam Jochim summarises recent military and political developments and their potential impacts on markets in this Macro Flash Note.
03/18/2022
The best property advisers in France and Monaco
Overlooking the glistening French Riviera, the Principality of Monaco remains a firm favourite among the ultra-wealthy.
03/18/2022
Shenzhen overtakes New York as home for billionaires
But China's wealthiest fail to crack top 10 list dominated by Americans
03/18/2022
What’s behind market volatility in China?
At the close on 15 March, the MSCI China Index was down close to 25% month-to-date, and almost 30% year-to-date.
03/17/2022
Why you should choose your clients wisely
Some advisors take on too many clients outside their core market, warns Cerulli Associates
03/17/2022
Evolving Trouble
The global economy is on course for lower growth and higher inflation.
03/17/2022
Swiss Re: Sergio Ermotti and management do not have to starve
That is significantly less than when he was head of the big bank UBS, where he last brought home 13.3 million francs.
03/17/2022
Russian oligarch moved $1.3bn share stake from Cyprus to British Virgin Islands amid sanctions
Mordashov has been sanctioned by the European Union and the UK since Russia's invasion of Ukraine.
03/17/2022
Delivering superior financial literacy to your clients: the limelight of contents
The line between operations is perceived as way more blurred as we go ahead. Products cannot live alone without communication, and these operations must be deeply intertwined to guarantee attractiveness at the early stage.