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Comment & Analysis

06/04/2025

Macquarie Asset Management announces closing of debut US CLO at $US409.2 million

The portfolio will invest in a pool of US broadly syndicated loans.

06/04/2025

Top 10 wealthiest cities in the world in 2025

The global elite are on the move, and they're reshaping urban wealth maps.

06/04/2025

A crucial handover: the greatest transfer of wealth in history – interview with Alberica Brivio Sforza

Significant shares of wealth will pass into female hands

06/03/2025

How to build a holistic wealth strategy – interview with Nannette Hechler-Fayd’herbe and Sabine Heller

Early retirement and wealth planning is one of the most critical financial decisions in an individual’s life.

06/03/2025

Collective Wealth Of Japan’s 50 Richest On Forbes List Rises 14% To US$228 Billion

Bracing for the impact of tariffs from the U.S., its biggest export market, Japan cut its economic growth estimate for this year to 0.5% from 1.1%.

06/02/2025

Why private equity’s wealth management push is stalling

Regulatory headwinds, ballooning debt burdens and sky-high valuations are giving buyers pause for thought

06/02/2025

India’s ultra-rich population to grow fastest in world, up 50 per cent by 2028: Report

The report attributes this growth to structural and demographic shifts, along with expanding retail infrastructure in tier-one cities.

06/02/2025

Deutsche Securities wins 2024 Forecast Accuracy Award for Japan from Consensus Economics

The bank's Japan Chief Economist, Kentaro Koyama, received the 2024 Forecast Accuracy Award for Japan from Consensus Economics

06/02/2025

Millionaires and billionaires: Why even the ultra-rich can tap Social Security

The surprising part is that income alone isn’t enough to disqualify someone from Social Security.

05/30/2025

IQ-EQ shortlisted for three event awards in the ICEAWARDS 2025

Specifically being recognised are our small-but-mighty Events team and our annual flagship industry event, IQ-EQ Crossroads.

05/29/2025

NWD Troubles Give Hong Kong Banks the Jitters

More broadly, banks have been generally facing a rise in non-performing loans from Hong Kong’s commercial real estate sector.

05/29/2025

Gresham House raises bumper £375m for UK forestry fund

Several UK pension funds have participated in the largest fundraise for a Gresham House forestry fund.

05/29/2025

Inside Bill Gates’ meeting with his foundation’s staff after his $200 billion bombshell: ‘How do we get people to care?’

Hundreds of Gates Foundation employees—many flown in from the foundation’s country offices in India, China, South Africa, and elsewhere—filled an amphitheater across the street from the world’s largest private philanthropy’s

05/28/2025

JPMorgan Chase is heading upmarket to woo America’s millionaires

It’s part of JPMorgan’s push to convince affluent Americans that the bank is ready to manage their millions.

05/28/2025

Tariffs, protectionism and geopolitical tensions: how US trade policy is reshaping the global order

In particular, markets remain wary of renewed tariff increases on China and the EU, both of which are major exporters to the US.

05/27/2025

Tim Denton of Habib Bank AG Zurich: The UAE’s Ascent as a Global Wealth Structuring Hub

Tim opened his remarks by framing the discussion in the context of an increasingly transparent world.

05/27/2025

BNP Paribas: Was There Much Criticism, Ms. Pariset?

BNP Paribas is no longer a subsidiary of BNP Paribas in Switzerland but now operates as a branch of its French parent company.

05/27/2025

Zeno Staub, Noel Quinn, Thomas Jordan…the highlights of the AGM season

Lukas Ruflin , Leonteq's long-time CEO, was denied a seat on the Board of Directors.

05/27/2025

How wealth managers can leverage complexity for competitive advantage

Amid turbulence, enhancing client preparedness is vital to retaining assets. Tailored advice is key to creating value.

05/23/2025

Oak champions youth sport as official sponsor of junior Guernsey basketball teams

The U18 teams play a vital role in the future of Guernsey basketball, offering young athletes the opportunity to train and compete at a high level.

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