11/01/2023
Earnings season is in full swing, what does this mean globally?
As a result, consensus is now expecting Q3 earnings growth to end at +2.4%, which compares to - 0.4% at the start of the season.
Comment & Analysis
10/31/2023
Can the rise in yields continue?
US government bond yields, especially on longer-dated debt, hit multi-year highs in October.
10/31/2023
After a peak in UK interest rates, what’s next?
This combination suggests that interest rates have peaked and we expect the Bank of England (BoE) to leave rates unchanged for a second consecutive meeting when its monetary policy committee next reports on 2 November.'
10/31/2023
Why Britain’s troubled wealth managers could be a savvy bet for investors
The UK’s biggest wealth manager St James’s Place has seen its value fall by more than 40 per cent this year, while rival Quilter has fallen by more than 15 per cent.
10/30/2023
UK regions with biggest fall of wealth since COVID pandemic
The findings highlighted that the decline has not been distributed evenly across the country.
10/30/2023
Which region has suffered the most from UK’s £2.2 trillion fall in wealth?
This means that the decades-long wealth boom, supercharged by the era of super-low interest rates over the 2010s, has been brought to an end.
10/27/2023
Inflation eats away at wealth
The real value of fortunes has been eroding during the past two years at its fastest rate in more than four decades
10/27/2023
Schwab Study: Millennials Want Fixed Income With Feels
A new Schwab survey finds millennials are investing in products that both guarantee income and align with their values.
10/27/2023
Why invest in a balanced portfolio now?
This strengthens the case for investors adding to diversified portfolios.
10/27/2023
How understanding our psychology could help when investing
It can give us insight into our reactions and the impact our decisions can have when trying to get the most out of our investments over a period of time.
10/26/2023
The New UBS Also Bows to the Qataris
Neither the bank nor Al Thani confirmed the transactions to the agency.
10/25/2023
Cash savings over the short term
In the current financial situation, with the background of ongoing wars, higher borrowing rates and the ongoing fallout from the Truss-Kwarteng budget there is an argument to be made for holding a higher proportion of short term savings in cash.
10/25/2023
Study reveals wealth managers are overly reliant on intuition and client self-assessment when determining risk levels for clients
Around one in five (22%) say they strongly agree that they rely largely on client self-assessment when it comes to setting risk levels.
10/25/2023
Deloitte – a job engine in Switzerland
This is also evident in personnel, where Deloitte has created several hundred jobs in Switzerland.
10/25/2023
The founder of Chinese property developer Evergrande — who was once Asia's second-richest person — is no longer a billionaire
The wealth plunge follows a tumble in Evergrande's share price.
10/24/2023
4 key goals wealthy families are prioritising
Four goals are increasingly front of mind for wealthy families, a report from DBS Private Bank showed.
10/24/2023
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.
10/24/2023
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
10/24/2023
Billionaires should face a minimum tax rate, report says
There are around 2,500 billionaires with a combined wealth of $13 trillion.
10/24/2023
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