Managers of Wealth

Why invest in a balanced portfolio now?

This strengthens the case for investors adding to diversified portfolios.

How understanding our psychology could help when investing

It can give us insight into our reactions and the impact our decisions can have when trying to get the most out of our investments over a period of time.

The New UBS Also Bows to the Qataris

Neither the bank nor Al Thani confirmed the transactions to the agency.

Cash savings over the short term

In the current financial situation, with the background of ongoing wars, higher borrowing rates and the ongoing fallout from the Truss-Kwarteng budget there is an argument to be made for holding a higher proportion of short term savings in cash.

Study reveals wealth managers are overly reliant on intuition and client self-assessment when determining risk levels for clients

Around one in five (22%) say they strongly agree that they rely largely on client self-assessment when it comes to setting risk levels.

Deloitte – a job engine in Switzerland

This is also evident in personnel, where Deloitte has created several hundred jobs in Switzerland.

The founder of Chinese property developer Evergrande — who was once Asia's second-richest person — is no longer a billionaire

The wealth plunge follows a tumble in Evergrande's share price.

4 key goals wealthy families are prioritising

Four goals are increasingly front of mind for wealthy families, a report from DBS Private Bank showed.

Andrea Orcel is finally allowed to

In his career as an investment banker - especially as the long-time head of the UBS investment bank - the Italian has orchestrated numerous large transactions.

Fitch upgrades Leonteq to "BBB"

According to Fitch, the upgrade of the long-term IDRs assigned to Leonteq reflects the material progress made to grow the franchise

Billionaires should face a minimum tax rate, report says

There are around 2,500 billionaires with a combined wealth of $13 trillion.

UBS Launches Investment Banking Data Analysis Team

James Arnold, currently in charge of UBS' Strategic Insights Group in London, will co-head the new unit with Rick Faery

Endowus’ Van: Acquisitions are always on the radar

The online investment platform's CEO Gregory Van says the company is using its recent $35m fund raise to support growth, raising brand awareness and investing in AI, while keeping its eye on acquisition opportunities.

Why Wealth Managers Start With Family-Centered Client Discovery

This approach transforms relationships, greatly reduces stress and yields attractive economic outcomes for the wealth manager.

Quilter’s five personal finance ask from the Autumn Statement

This leaves Hunt with his hands tied but there are some policies he could opt to tweak which would not only be crowd pleasing but could help simplify the saving and retirement landscape in the UK.

New Round of CS Job Cuts Focused on Support Staff

The cuts will target about 10 percent of support staff, likely in areas such as compliance, risk and marketing, starting on November 6.

M&G UK property fund closes: Will the last one out of daily-dealt property funds, please turn off the lights?

This combined with a general lack of interest in the sector from investors, plus the overhanging threat of FCA regulation, has driven management to throw in the towel.

Wealthy Travelers Have Found an Even More Desirable Way to Fly Private

Fractional operators – dominated by Berkshire Hathaway Inc.’s NetJets and Flexjet — saw a 5.2% increase of flights in the first nine months of this year.

Is ZKB Taking a Page From the UBS and Credit Suisse's Playbook?

The idea is to help clients with their businesses and increase their wealth.

Why high-net-worths choose private banking

Welcome to the world of super-rich banking

Comment & Analysis