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Comment & Analysis

08/13/2020

Gold could head as high as $3,400, VanEck CEO says as metal pulls back from records

“We became really bullish last summer when gold broke out of its six-year sort of sideways market, and then the other technical confirmation happened when it went to all-time highs a month or so ago,” van Eck said Monday on CNBC’s &l

08/13/2020

Private Banking and International Environmental Goals – Aligning Misalignment

Reaching international environmental goals needs financing, and private banks have their hand on a significant lever guiding where finances flow globally.

08/13/2020

Wealth Management M&As Continued Strongly in July

The number of deals and client assets under management in June and July were the highest since Fidelity began tracking such data in 2016.

08/13/2020

Gold From Hong Kong Is Making Its Way To Other Havens – Including Switzerland.

The precious metal recently rallied past $2,000 per ounce on pandemic and inflation fears and is expected to keep rising.

08/13/2020

How to Prepare High-Net-Worth Clients for IRS Wealth Squad Audits

Five critical actions to take.

08/13/2020

Interacting with customers in the "New Now"

How is the COVID-19 pandemic changing the way companies and customers communicate?

08/13/2020

Swiss Romandy Sees Thriving Fintech Ecosystem Centered Around Geneva and Lausanne

The report ranks Geneva as the world’s third largest fintech hub, recognizing the city for its political stability and legal framework, and technological environment.

08/12/2020

Family office VC investment and allocation on the rise, says SVB and Campden Wealth report

These families are eyeing early-stage investments and funds that focus on Seed and Series A stage companies, along with placing greater emphasis on quality managers and diversification to reduce risk.

08/12/2020

Savers and investors net £25.6bn in tax incentives

But wealth firm says government needs to ‘exercise caution’ if it wants to cut this ‘easy target’

08/12/2020

Luxury Homes Tie Chinese Communist Elite to Hong Kong’s Fate

Her partner owns a now-retired racehorse and spent hundreds of millions on a stake in the storied Peninsula Hotel that he later sold.

08/12/2020

Family offices are driving innovation and being well rewarded

Global report shows that family offices are significant funders of innovative businesses and getting good returns

08/12/2020

McKinsey: «A Third of Clients Weren't Contacted During the Crisis»

Private banks are trying to maintain the momentum from the crisis.

08/12/2020

All change in Sanlam Income study as UK dividends tumble

Liontrust’s Income fund has regained its top spot on Sanlam UK’s twice-yearly study on the UK equity income sector.

08/11/2020

Time to evolve ESG analysis – Mona Shah

Before the pandemic, there was a mass of ESG data available.

08/11/2020

Tough-to-Impress Harvard Grad Molds Fortunes of China’s Rich

Jeneration oversees $2.5 billion of asset for families, funds

08/10/2020

Working remotely? Take a break every 30 minutes — your home office may be ruining your back!

The study recommends workers should stand and move around for two minutes every half-hour.

08/10/2020

How to reshape the C-suite for a better working world

The COVID-19 pandemic has dramatically altered the C-suite’s responsibilities. Here’s how senior leaders can navigate a changing world.

08/10/2020

JPMorgan and UBS Wealth Both See Value in Corporate Bonds

JPMorgan says credit as an asset class appears ‘cheap’

08/10/2020

Swiss bankruptcies decline by fifth despite Covid-19, says KOF

The results saw large variations by region and industry, according to the report.

08/09/2020

The Coolest New Watches Don’t Look New At All

Watches created with vintage patina—a.k.a. “fauxtina”—are the best way to get your hands on the tropical dial of your dreams.

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