12/05/2023
Consumer spending bounced back in November as seasonal shopping boosted retail and travel
The travel sector again performed strongly in November
Comment & Analysis
12/04/2023
More Billionaire Wealth Achieved Through Inheritance, Overtaking Entrepreneurship
The report estimates that more than 1,000 billionaires are expected to pass on $5.2 trillion in wealth to heirs over the next 20 to 30 years.
12/04/2023
To Be Perfectly Transparent
The FATF official guidance or “Recommendations” 24 (companies) and 25 (trusts) have now been formally updated, as at February 2023.
12/01/2023
How women are managing family wealth
As professional advisors, we continue to adopt and adapt to support clients on their wealth journey.
12/01/2023
Schroders Crystal Ball 2024 Investment Outlook: Megatrends are forcing investors to change their view of the world
The 3Ds of decarbonisation, demographics and deglobalisation are forcing investors to recalibrate their view of the world.
12/01/2023
Leonteq revises its outlook and provides business update
This compared to an exceptionally strong performance in the prior-year period where the net trading result significantly overcompensated for reduced client demand.
12/01/2023
Women not concerned by gender when picking an adviser
The study aimed to better understand the role of women in ‘the great wealth transfer,’ which refers to the passing of wealth from baby boomers to their children and grandchildren.
11/30/2023
Impact investing: a promising opportunity for the future
Specifically, impact investing aims to generate a financial return while also producing positive, measurable effects on the environment and/or society.
11/30/2023
Outlook 2024: Rate cuts at last
The ‘neutral’ level of interest rates for central banks – one that neither drives nor restrains growth – may now be higher.
11/29/2023
Bridging the wealth gap: A new era of financial equality
On the other hand, the gender wealth gap focuses on the accumulated assets, investments and overall net worth between men and women.
11/29/2023
Chinese Food-Delivery Billionaire Wang Xing Suffers $6.6 Billion Wealth Plunge As Growth Wanes
The 44-year-old mogul still has a sizeable net worth of $9.3 billion, but he is having trouble convincing investors skeptical of the firm’s future outlook.
11/29/2023
Billionaire investor Charles Munger dies at 99
Munger, the vice-chairman of conglomerate Berkshire Hathaway, was considered a pioneer of value investing.
11/29/2023
Where do billionaires keep all their money?
While the answer may not be as straightforward as one might think, let’s delve into the secretive world of billionaire finances.
11/29/2023
Swisspartners cofounder dies aged 71
Martin Egli co-founded the independent asset manager with Rainer Moser and Dirk van Riemsdijk 30 years ago.
11/28/2023
More Billionaires Are Renting Homes Instead of Buying. Here’s Why.
As a result, rental prices in the British capital have increased by 8.8 percent annually and are now a whopping 30 percent above their pre-pandemic levels.
11/28/2023
In conversation with Marco Arnold: discover Lombard Odier’s vision for its new Zug office
This business model, with no market pressure or external public shareholders, gives us stability and enables us to align our interests with those of our clients.
11/28/2023
More UHNWs rent London super-prime homes as interest rates, taxes and threat of Labour dampen sales market
Is London being edged out by sunnier, more tax-friendly wealth hubs?
11/28/2023
Bell’s small & mid-cap portfolio – a bellwether
This means investing in high-quality businesses, which are most likely to outperform over the long term, while ensuring that investors do not overpay for them.
11/27/2023
UBP’s Michael Blake on his supercharged strategy
Our CEO Captain edition is back! This time, Citywire Asia speaks to UBP's Asia chief about a strategy that saw strong hiring and a differentiated approach to servicing the region's burgeoning wealth clients.
11/27/2023
Six ways to grasp the opportunities when scaling your business
Franklin Asante, Head of Entrepreneurs at Coutts, explains the unique challenges and opportunities facing high-growth entrepreneurs as they scale their businesses.