11/16/2023
Predictions 2024: Wealth Management
Forrester believes that the wealth management industry will once again see the rise of new and old forces that will confuse, help, and hinder investors.
Comment & Analysis
11/15/2023
Why allocate to structured investments?
Unfortunately, to capture the full benefits of long-term investing, investors must endure—and stay invested throughout—a series of highly volatile and uncertain short-term return periods.
11/15/2023
Schroders Global Investor Study 2023: Savers forced to reconsider their investment strategies amid inflation and geopolitical uncertainties
The vast majority of investors however remain optimistic, with almost 90% expecting returns to be either identical to or higher than last year.
11/14/2023
What's next for equity markets?
But the fall in yields in early November has helped equities regain ground.
11/14/2023
EU Acclaim Magazine features Davies’s shortlisted Wealth Management & Private Banking team
Davies is shortlisted in the WealthBriefing European Awards 2020 – Management Consultancy category and the full feature appears on page 27 of the pre-awards magazine.
11/14/2023
IQ-EQ celebrates 70 years in Luxembourg
Throughout these past 70 years, our business has transformed, growing from a successful local player in Luxembourg to the leading global business we are today.
11/14/2023
Calastone: Asia is a Fund Tokenization Leader
Firms engaged in fixed income and private assets were most advanced in their implementation efforts.
11/14/2023
US earnings growth should underpin equities in 2024
The US benchmark’s stock index, the S&P 500, advanced by 20% through the end of July, then declined around 11% peak to trough, before recovering again in recent weeks.
11/13/2023
AllianzGI bullish on China as ‘high-quality growth’ will create wealth management demand, CEO Tobias Pross says
Chinese regulators in August granted initial approval to AllianzGI to set up an onshore fund management company, which should start operations next year
11/13/2023
Only 8% Of Millionaires Think They're Rich, Says Survey
The study highlighted that many high-earners are primarily focused on 'safeguarding their accumulated wealth.
11/13/2023
FBN Next Generation Lombard Odier Award 2023 champions young entrepreneurs
The winner of the Intrapreneurship category is Iiro Kankaansyrjä, a Finnish entrepreneur who has transformed his family’s business to create ‘Recycling Agent’, a digital waste handling ecosystem.
11/13/2023
Abrdn closes listed private equity fund after manager joins Lazard
The fund intended to outperform the MSCI World Net Total Return index.
11/13/2023
Channel Islands to benefit from family office outsourcing boom
The Channel Islands have a combined trust wealth of more than £1 trillion, and family offices have been a growing area of expertise for the islands for more than a decade.
11/13/2023
New report highlights latest trends in private wealth sector
The report demonstrates that the desire for the industry to change is there, and that wealth advisers are engaged in the evolving market trends.
11/10/2023
"Philanthropy Past, Present and Future"
Charity Commission Chair gives Dame Shirley lecture at University of Kent
11/09/2023
The Fund: the secrets behind the world’s largest (and weirdest) hedge fund
New York Times journalist Rob Copeland's gripping book exposes the cult-like culture at Ray Dalio's Bridgewater Associates
11/08/2023
UBS Group's Wealth Management Inflows Show September Acceleration
The Swiss bank said it saw $22 billion in net new wealth management money and $33 billion in net new deposits across its global wealth management and personal and corporate banking units.
11/08/2023
Why London is still calling the world's wealthy
Earlier this year, a property on Ashburton Place in Mayfair, London, sold to a private buyer for £38.6mn.
11/08/2023
Global equities: time in the market rather than timing the market
The outlook for global equities is constructive looking into 2024 with an earnings and growth recovery expected.
11/08/2023
Swiss Life continues to grow in the first nine months of 2023
The growth of 5% in local currency was driven by own and third-party products and services as well as advisory business in Germany, while Asset Managers continued to face subdued real estate markets.