Managers of Wealth

More than half of Swiss wealth managers interested in acquisitions

Participants at Citywire’s retreat for Swiss wealth firms and family offices also shared their hopes for hiring and retirement.

Asia Makes History With Iqbal Khan’s Relocation

Asia is forecasted to be the region with the fastest-growing rate of wealth creation.

62% of family offices now involve the next generation as MENA continues to strengthen wealth management structures

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

How alternative strategies enhance portfolio stability

This trend continues despite higher rates, with investments in strategies that are diversifying, uncorrelated to other market factors, and which benefit from market volatility.

Switzerland’s Too-Big-to-Fail Plan Is Flawed, Ex-BOE Deputy Says

The Swiss system is currently undergoing significant reform after last year’s near-collapse of Credit Suisse and its subsequent takeover by UBS.

Deloitte Market Study on Family Office Landscape in Hong Kong: Key Insights

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.

Wealth managers expect bond market to shrug off election outcomes

The newly-issued bonds would be priced to reflect the higher level of risk, and so drag down the price of the existing bonds.

Ocado and St James's Place set for FTSE 100 demotion

Final index review findings are released on June 5, using data from a day earlier.

56% of younger investors hesitate to consult experts to manage wealth in the UK

To manage their assets and wealth, 56% of millennial investors are reluctant to consult a professional.

Wealthy Want Hedge Funds, Private Markets to Go Virtual

The legacy private banker, the human ones at least, seem to be ceding their place to more humanoid counterparts, at least in certain quarters.

Why do entrepreneurs fail to plan adequately for their business succession?

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.

A peak in policy rates supports bond preferences

Fixed income returns are in part driven by interest rate expectations, relative to current market pricing.

Julius Baer: Will Giorgio Pradelli Bring EFG International Along?

Speculation about a merger between Julius Baer and EFG International is not new.

Citi Private Bank sees opportunities in S’pore, region in 2024 as it completes most of job cuts

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.

Three must-see charts this month

Our analysis of bull markets shows that they tend to be led by a concentrated group of stocks.

What Will Become of Palantir in Switzerland?

Palantir was already on everyone's lips when Artificial Intelligence (AI) was still a foreign concept to most.

Landmark Broadridge Study of More than 40 Million U.S. Retail Investors Highlights the Dramatic Shifts in How Americans Invest

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.

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