Managers of Wealth

Swiss AGM Season 2021: Critical shareholders looking for more say

The lessons learned from the 2021 AGM season will keep investors and companies busy for a while.

How to make ESG issues core to investment manager selection, appointment and monitoring

These case studies reveal insights into leading practice from key practitioners and outlines innovative approaches to making ESG issues core to the relationship between asset managers and asset owners.

What property could you buy for US$2 million?

CBRE’s ‘Global Living Report 2020’ says Hong Kong is the world’s most expensive residential property market with flats going for US$1.25 million on average

Aristagora Group puts clients at the centre of world-class private banking and corporate finance services

The company blends its expertise in private and global investment banking with the support of international partners to provide a seamless cross-border experience

Shareholder opposition to Swiss CEO pay hits record high

CEO compensation decreased by 11.3% in 2020, driven by cash bonuses that were 27.6% lower.

Crypto Crash: Bitcoin bashers and crypto cynics are wrong, here’s why

Around $400 billion in value has been wiped from the total digital currency market since Friday, when a major Bitcoin mining hub ordered miners to shut down operations.

Credit Suisse’s New Boss Should Scare Investment Bankers

Horta-Osorio wants to rehabilitate the firm’s battered reputation but that may require only a few adjustments to reality. Just look at Deutsche Bank.

Differentiators that help family businesses to thrive

Family businesses have not been immune to the challenges of the last year or so, but the influence of the family is their special ingredient, compared to other business structures, when it comes to resilience.

Lists of top bosses are fine but what about the 50 worst?

Employees and customers could benefit from knowing more about the least impressive CEOs

A review: Delio’s real estate roundtable

During the hour-long session, our panel shared their thoughts on a wide variety of topics; the impact of Covid, Brexit and changes in the risk appetite of investors were all discussed, plus much more in between.

Asset Management to Supersede Swiss Private Banking

About nine of ten of those asked rated asset management as important or very important for Swiss finance.

2021-2022- Forecasts: Insufficient Global Coordination for a Steady Recovery

In her latest publication, Edmond de Rothschild Group’s Chief Economist has highlighted the discrepancy between US outperformance, eurozone recovery and Asian growth being undermined by low vaccination rates and continued border restrictions.

Family Offices in a Post Pandemic World

During the initial stages of the pandemic, many family offices went into ‘crisis mode’, needing to take steps to preserve family wealth and mitigate their capital risks.

Entity health checks: the doctor will see you now

Cross-border businesses often find themselves lost in a maze of local company law and regulations governing the management and control of their legal entities.

Better Investor Risk Profiling gets Everyone Invested, All the Time

There is a lot of potential for improvement in the context of investor risk profiling.

Leveraging financial ecosystems: Five myths debunked

The advantage of this approach is that you’re using the ecosystem to add greater value to customers.

Reaping big rewards in Asian small caps

Investment Insights by our experts and thought leaders

‘Greatest endorsement yet’ for Guernsey’s international insurance centre

The new multi-layered cover will reimburse aggregate payments from the Central Fund in excess of £600 million up to £1.25 billion, which will serve as a key component in Lloyd’s chain of security.

Global Wealth Management Starts New Global Wealth Women Division

Amber Kelly, Wealth Advisor and Client Service Operations Director, started Global Wealth Women to help give women access to quality retirement planning focused on their specific needs.

Succession: Transferring your wealth to the next generation

Succession planning should take place holistically and with a view of your entire estate – both local and offshore – to ensure that no conflicts, confusion, or omissions occur.

Comment & Analysis