Managers of Wealth

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.

Transforming a private bank for customer centricity and innovation

EY teams helped a leading private bank shape and execute a business transformation for profitable growth and enhanced customer experience.

Swiss Re reports a net income of USD 2.1 billion for the first half of 2024

The Group's financial performance was supported by strong contributions from all Business Units, and Swiss Re maintains its full-year targets.

‘Phantom wealth': Millennials are richer at their age than their parents were — but could it just as easily go away?

Millennials – people born between 1981 and 1996 – are on average wealthier than their parents were at the same age.

GBST and Barnett Waddingham renew long-term Composer contract

Under the continued partnership, Barnett Waddingham will benefit from GBST’s extensive at-retirement capability supporting both platform and fully bespoke complex SIPPs.

Swiss real estate offers opportunities as interest rates decline

The sector traded in a persistent downtrend, and we expected outflows to persist after more than a decade of investors increasing allocations to ‘alternative’ assets.

Hong Kong's CIES is off to a bumpy start, experts say

The relaunched CIES is off to a stuttering start due to its complexity and competition, as ultra-wealthy individuals gravitate toward family office tax breaks.

Can VP Bank Turn Around Its Persistent Turmoil?

A difference in expectations was cited as the reason for the exit of the two private banking veterans.

Comment & Analysis