Managers of Wealth

Gen X and Boomers Expectations for Digital Wealth Management Experience

During his presentation, Kean talks about the expectations vs reality and what wealth managers need to do to meet the expectations of multigenerational clientele.

StanChart: Equity Rotation to Emerging Markets Not Imminent

And within equities, Standard Chartered urges emphasized focus on allocations within the asset class as an increasingly key factor for performance, as opposed to simply investing in broad benchmarks.

No quick fixes: our 2022 outlook

Our Annual Outlook considers whether we should view 2022 as a transition year, enabling investors to position portfolios for the challenges ahead.

Data in private capital: not if, but when

For the rest, the opportunities that data mining presents are becoming increasingly difficult to ignore: data promises to save time and resources on back-office functions and help the front office make the right decisions for growth.

New returns: banks move back into wealth management

As the traditional banks grapple with disruptors and an enduring environment of low interest rates, a growing number are piling resources into a new business opportunity – wealth management.

Art Market - How to buy Well?

An interview by our Art Banking expert Laurent Issaurat, Head of SGPB’s Art Banking Services.

Meet our five new Global Visionaries!

Even though we are coming to the end of another year – the UBS Global Visionaries program continues at full pace!

Voting Matters 2021: Are asset managers using their proxy votes for action on environmental and social issues?

On top of this, despite their substantial resources, only six of the world’s largest asset managers filed or co-filed a shareholder resolution at any of the companies we assessed.

Correspondent banking trends persisted in 2020, even as payment landscape changed, new data show

Correspondent banking relationships declined by 4% from the previous year, taking their total contraction to about 25% between 2011 and 2020.

Staying With a Positive Tone

Central banks worldwide are gradually picking up pace on the path to monetary tightening.

Chinese, US policies cross paths, on different headings

This year, China’s economic expansion slowed as the country tightened borders to fight Covid and restricted support, while a rebounding US economy was driven by accommodative monetary policy and historic levels of federal spending.

Year End Wealth Management: 9 Key Opportunities

Here are some things you should consider before December 31, 2021.

ESG analysis of NSE 100

The first cut analysis brings out that there has been an overall increase in the average score of the NSE 100 companies.

Chinese real estate: from idiosyncratic to systemic risk

The Chinese property market has made headlines recently.

Could Credit Suisse Bring Back Disciplined «One-Bank» Business?

But while it wants to intensify focus on culture across risk management functions and its strategy, it is reluctant to shift away from the «one bank» model that has allowed it to holistically serve clients’ business and family needs acro

Financial Wellbeing in 2021 – Family, Tax and Inflation

As you can see in the graph below, the primary concern in 2021 is a potential deterioration in mental and physical health, a timely reminder that financial wellbeing is much more than just a number.

The four pillars of wealth management

The guiding principles by which BNL BNP Paribas meets the needs of its clients are applicable across many different industries and guarantee to those willing to abide by them a secure foothold on the upward path to success

This Island Is The New Luxury Tax Haven For Crypto Rich

The St. Regis Bahia Beach Resort in Puerto Rico boasts a golf course and oceanfront residences in a 483-acre nature reserve, set along azure waters and lush rainforest.

A Wine Expert Weighs In: Chablis is Worthy of a Spot in Your Cellar

Caitlin Miller, a wine specialist in New York, shares why she’s been charmed by Chablis and what you should look for in this complex and collectible wine

GLKB finances new heating systems at zero percent

This means that amounts between 15,000 and 50,000 francs can be accessed, as stated in a message on Monday .

Comment & Analysis