12/07/2023
The Bahamas: A Global Leader In Financial & Trust Services, and Digital Assets
The Bahamas has become one of the most established trust jurisdictions from a legislative and depth of bench of trust professionals worldwide
Comment & Analysis
12/07/2023
How to future-proof your family office
Other overheads, such as rent, software licences, cybersecurity and compliance are rising too.
12/07/2023
Swiss 10 Million Population Milestone is Rocket Fuel for Real Estate
Before now, strong growth in the population was always backed by a great deal of construction activity.
12/07/2023
Transamerica Life Bermuda’s CEO and CCO Outline their Strategies for Refining & Elevating the Proposition
The firm is registered and operates in Bermuda, and has a substantial presence in Singapore and Hong Kong, where they oversee the business globally.
12/07/2023
Swiss real estate fund with poor performance
CS real estate fund with hefty book losses
12/07/2023
UBP House View - December 2023
Despite all the negative forecasts after 2022, which was a bleak year, risk assets have delivered good-quality returns across most asset classes.
12/07/2023
Women's financial resilience, opportunities in industry highlighted at summit
Edward Jones Canada spokespeople offer insights into industry's progress, how much more needs to be done
12/06/2023
HSBC: Nearly No Entrepreneurs Reveal Transfer Plans
More than one-third of entrepreneurs worldwide are considering an exit from their business within the next five years.
12/06/2023
UBS Sells Jet That Caused Grounding of Ex-CS Chair
The purchase price is unknown.
12/06/2023
What should I do with my cash holdings?
Over the long term, balanced portfolios have historically outperformed deposits over most time horizons.
12/06/2023
At Credit Suisse in the Mittelland, the ranks are thinning out
Meanwhile, research in the important Mittelland region shows that hardly anyone of the experienced private bankers from the taken over institution remains.
12/06/2023
10 million Switzerland: Bonanza for the real estate industry?
Switzerland's population is expected to increase by another million by the mid-2030s.
12/06/2023
Swiss property investors enter golden age despite ‘substantial risk’: UBS
Immigration and an ageing population are increasing demand for housing, while supply is not keeping up.
12/06/2023
Outlook 2024: Narrow path to a soft landing
Overall, while the world economy should see a period of below-trend growth, a major economic accident looks unlikely.
12/05/2023
Guardians of the galaxy: What does the future of asset management look like?
As more and more long-serving managers hang up their spreadsheets, DFMs and wealth managers surmise what the future
12/05/2023
Consumer spending bounced back in November as seasonal shopping boosted retail and travel
The travel sector again performed strongly in November
12/04/2023
More Billionaire Wealth Achieved Through Inheritance, Overtaking Entrepreneurship
The report estimates that more than 1,000 billionaires are expected to pass on $5.2 trillion in wealth to heirs over the next 20 to 30 years.
12/04/2023
To Be Perfectly Transparent
The FATF official guidance or “Recommendations” 24 (companies) and 25 (trusts) have now been formally updated, as at February 2023.
12/01/2023
How women are managing family wealth
As professional advisors, we continue to adopt and adapt to support clients on their wealth journey.
12/01/2023
Schroders Crystal Ball 2024 Investment Outlook: Megatrends are forcing investors to change their view of the world
The 3Ds of decarbonisation, demographics and deglobalisation are forcing investors to recalibrate their view of the world.