Managers of Wealth

Luxembourg Ucits funds gained from impressive rebound

New data shows assets reached €4,460.5 billion in 2023 – a 5% increase on December 31st in the previous year.

Basel III: Special Conditions for Wall Street Banks

Similar efforts to weaken or delay regulations aimed at strengthening banking resilience are likely in other countries as well.

Commonwealth Partners with Legacy Capitals, Enhancing High-Net-Worth Offering

Firm supports advisors with education and consulting on the complex needs of high-net-worth families.

Value-creators beat the fade

Time in the market, on the other hand, has proven to be more beneficial for longer-term investors focused on quality companies with strong fundamentals.

September blues for tech unlikely to last

The FANG+, which tracks the top 10 most traded tech stocks, lost 6.2% over the week.

Wage demands 2025 of the Swiss Bank Employees Association

In addition, long-term employees whose wages have not been increased for five years or more should now receive a wage increase.

Warren Buffett: 5 Ways To Build Your Wealth Fast

Buffett says that before you do anything else, you’ve got to get your spending under control.

Wealthy families already know they must look beyond ESG to their ‘legacy’

New regulations governing fund ratings will help, but there are other ways to navigate the confusion

CG Asset Management criticises PRS REIT board over investment adviser terms

CGAM, a shareholder in PRS REIT, has raised concerns over potential conflict of interests

Wealth Managers Post Asia AUM Growth Across the Board

In the first half of 2024, private banks in Asia saw robust growth in assets under management.

State of UK equities: time to back British again?

British companies have a reputation for being tenacious and innovative, and their valuations are currently compelling.

Redemption of two UBS Group AG senior unsecured notes

The USD Notes were issued by Credit Suisse Group AG on 11 September 2019 and are listed on the SIX Swiss Exchange.

Positive overall trend and continued upbeat outlook for banks despite lower interest margins

Key opportunities for the banks lie in the digitalisation of the customer experience.

Family businesses, a growth engine challenge for BNP Paribas

BNP Paribas aims to become “the bank that supports families

45% of boomers now prefer Bitcoin over gold

The growing adoption by institutional investors and integration into the regulated financial system have significantly driven this shift.

Futureproofing asset management: Key strategies to succeed

Implementing a consistent data model that allows for flexible reporting without compromising data integrity is essential.

Quilter Cheviot lowers fee for nominee MPS

The fee for investing via Quilter Cheviot’s own nominee arrangements includes both the investment management and Quilter Cheviot’s custody services.

Too far, too fast? The dollar in decline

That is largely explained by differences in central bank policies, and we argue, demands a rather nuanced outlook on the US currency.

‘Island of stability’: Is the UK now one of the best investment zones?

Data from the MSCI World Index in late July 2024 showed that the UK weighting has shrunk to 3.81% of the global market, a stark contrast with the US’s commanding 71.72%.

27 Swiss athletes will compete in the Paris 2024 Paralympic Games with the support of REYL Intesa Sanpaolo

REYL Intesa Sanpaolo has been supporting Swiss Paralympic, the umbrella organisation for Swiss paralympic sport, since 2019.

Comment & Analysis