05/19/2023
Big tech turnaround: what’s behind the recovery?
After dominating stock market returns amid the Covid pandemic, the household names of the US tech sector endured a miserable 2022.
Comment & Analysis
05/18/2023
The Gigantic Numbers Behind the UBS-CS Merger
To be sure, that amount doesn't necessarily correspond to the actual price if the instrument is sold at a specific time.
05/18/2023
Lombard Odier partners with PensExpert to enhance pensions offering
This makes us a leading bank when it comes to innovative solutions in the area of employee benefits and occupational pensions.
05/18/2023
Really?
The Fed funds rate is just 10bps below the rate of inflation. 10-year government bond yield are 150bps below the rate of inflation.
05/18/2023
Knight Frank: Fewer Ultra-Rich in Hong Kong, China
Globally, the population of UHNWIs decreased by 3.8 percent in 2022 following a record increase of 9.3 percent in 2021.
05/18/2023
Philanthropic Giving Needs A Healthy Dose Of Innovation
Taking a step back and looking at our overall dependence on technology today, we see that cars can essentially drive themselves, homes are now “smart” and entire careers are devoted to AI and machine learning.
05/18/2023
Six charts that show how cheap UK equities are
How undervalued are UK equities? Let me count the ways.
05/18/2023
Will SJP’s move to the UAE impact the expat advice market?
‘Healthy competition should always be welcomed’
05/17/2023
End to Swiss Bank Bailouts is Wishful Thinking
But that is months away, and it could be a hot summer for Ermotti and his Credit Suisse takeover plans.
05/17/2023
Working together across the client journey
For instance, perhaps they’re receiving an inheritance, going through a divorce, selling a business, downsizing, or even just holding lots of wealth in cash.
05/16/2023
Schroders wins gender diversity award for Best overall Board and Exco
We’re proud to have won an award for supporting a more gender-balanced workplace and a fairer business environment at the INSEAD Alumni Balance in Business (BiB) Awards 2023
05/16/2023
Strategies Ultrahigh Net Worth Individuals Use To Build And Keep Their Wealth
There are real, practical tools that multimillionaires and billionaires use.
05/16/2023
Earnings season: What does it tell us?
Earnings season not only tells investors how well companies have performed over each quarter, it also paints a picture of future performance too.
05/16/2023
Including private investments in an asset allocation
By trading off liquidity in a portion of your portfolio and taking on some more complex trading strategies, investors may lower volatility and achieve higher returns.
05/16/2023
Commodities: a structural allocation for the next decade?
Our analysis shows that commodities are a better hedge than bonds in inflationary environments, and multi-asset investors should re-consider commodities as a strategic holding in portfolios.
05/16/2023
US’s ‘March’ bank crisis is likely to linger longer
Higher interest rates and tightening credit conditions are curtailing smaller lenders’ ability to reinforce their balance sheets, and all US banks face the possibility of higher regulatory costs.
05/15/2023
Are the Swiss and British financial centers moving closer together?
Negotiations could be completed by late summer 2023.
05/15/2023
Mayfair Capital rebrands as Swiss Life Asset Managers UK
Firm sees opportunities in UK infrastructure
05/15/2023
Should I Pick a Fund That Reinvests or Distributes Dividends?
Gulping, you sip your tea and open a Google tab.
05/12/2023
How wealth tax will affect the UK’s super-rich
Charities, campaigners, and even some billionaires themselves are among those campaigning for a wealth tax but what will this actually mean for UHNWs in the UK?