05/31/2024
New research from the Tharawat Family Business Forum and LGT Middle East reveals how single family offices are formalising the Middle East’s multi-generational wealth
05/31/2024
This trend continues despite higher rates, with investments in strategies that are diversifying, uncorrelated to other market factors, and which benefit from market volatility.
05/31/2024
The Swiss system is currently undergoing significant reform after last year’s near-collapse of Credit Suisse and its subsequent takeover by UBS.
05/30/2024
The report outlines the city's historical transformation into one of Asia's largest cross-border wealth management centers, tracing its family wealth management roots back to the late 1800s.
05/29/2024
The newly-issued bonds would be priced to reflect the higher level of risk, and so drag down the price of the existing bonds.
05/29/2024
Final index review findings are released on June 5, using data from a day earlier.
05/29/2024
To manage their assets and wealth, 56% of millennial investors are reluctant to consult a professional.
05/29/2024
The legacy private banker, the human ones at least, seem to be ceding their place to more humanoid counterparts, at least in certain quarters.
05/29/2024
It would be a shame to build a successful business over the years only to fail to fully reap the benefits of this investment for lack of adequate forethought.
05/29/2024
Fixed income returns are in part driven by interest rate expectations, relative to current market pricing.
05/28/2024
Speculation about a merger between Julius Baer and EFG International is not new.
05/28/2024
Citigroup is in the midst of a global overhaul and had said it would eliminate 20,000 jobs by 2026 as part of efforts to improve profitability.
05/24/2024
Our analysis of bull markets shows that they tend to be led by a concentrated group of stocks.
05/24/2024
Palantir was already on everyone's lips when Artificial Intelligence (AI) was still a foreign concept to most.
05/23/2024
The rise of younger investors and self-directed investing has led to asset managers, broker-dealers and advisors evolving their practices to better serve a more diverse class of investors across generations.
05/23/2024
This is often overlooked by a common mistaken belief that buying a great business automatically means that you will get great returns.
05/23/2024
Dubai has taken pole position as the most preferred emirate in the UAE for HNWI’s globally to purchase real estate.
05/23/2024
In his view, athletes bring a unique set of skills that align perfectly with his firm’s values and operational goals.
05/23/2024
The investment process includes extensive due diligence in the form of proprietary impact scorecards
05/22/2024
Charlotte Tague, Investment Director at Investec Wealth & Investment (UK), talks about the unique difficulties facing mothers in the workplace and some developments to consider going forward.