Managers of Wealth

Andrea Orcel is finally allowed to

In his career as an investment banker - especially as the long-time head of the UBS investment bank - the Italian has orchestrated numerous large transactions.

Fitch upgrades Leonteq to "BBB"

According to Fitch, the upgrade of the long-term IDRs assigned to Leonteq reflects the material progress made to grow the franchise

Billionaires should face a minimum tax rate, report says

There are around 2,500 billionaires with a combined wealth of $13 trillion.

UBS Launches Investment Banking Data Analysis Team

James Arnold, currently in charge of UBS' Strategic Insights Group in London, will co-head the new unit with Rick Faery

Endowus’ Van: Acquisitions are always on the radar

The online investment platform's CEO Gregory Van says the company is using its recent $35m fund raise to support growth, raising brand awareness and investing in AI, while keeping its eye on acquisition opportunities.

Why Wealth Managers Start With Family-Centered Client Discovery

This approach transforms relationships, greatly reduces stress and yields attractive economic outcomes for the wealth manager.

Quilter’s five personal finance ask from the Autumn Statement

This leaves Hunt with his hands tied but there are some policies he could opt to tweak which would not only be crowd pleasing but could help simplify the saving and retirement landscape in the UK.

New Round of CS Job Cuts Focused on Support Staff

The cuts will target about 10 percent of support staff, likely in areas such as compliance, risk and marketing, starting on November 6.

M&G UK property fund closes: Will the last one out of daily-dealt property funds, please turn off the lights?

This combined with a general lack of interest in the sector from investors, plus the overhanging threat of FCA regulation, has driven management to throw in the towel.

Wealthy Travelers Have Found an Even More Desirable Way to Fly Private

Fractional operators – dominated by Berkshire Hathaway Inc.’s NetJets and Flexjet — saw a 5.2% increase of flights in the first nine months of this year.

Is ZKB Taking a Page From the UBS and Credit Suisse's Playbook?

The idea is to help clients with their businesses and increase their wealth.

Why high-net-worths choose private banking

Welcome to the world of super-rich banking

Life insurance industry unprepared for $7.8 trillion wealth transfer to beneficiaries by 2040

The United Nations predicts 33% of the world’s population will be over the age of 50 by 2050.

UBP bolsters its emerging market fixed income capabilities

Building on its strong legacy in EM and on the breadth of expertise within the team, UBP has reviewed its EM fixed income offering and implemented a new investment process integrating responsible investment at its core.

The US equity market: signals and scenarios for 2024

That is a remarkable performance given investors’ expectations for a US recession earlier in the year.

Morgan Stanley Wealth Management Pulse Survey Reveals Investors Grow Bearish on the Market

Yet investors appear optimistic on the economy

Building Bridges 2023: an EUR 2 trillion opportunity as the economy goes electric

This is disrupting supply chains, shifting profit pools and giving rise to innovative new business models.

Daniel Link: «What's in it for me as a user of digital central bank currency?»

As a trustworthy, highly liquid, and reliable means of payment, they always function in everyday life, even without technology.

Hong Kong's High Net Worth Population Declines for Third Year in a Row, Citi Survey Shows

This decrease has been primarily attributed to the challenging investment environment.

Gold: Is it time to shine again?

Why, when it comes to the yellow metal, it’s all about timing.

Comment & Analysis