Managers of Wealth

Apex Group enters Portuguese market with acquisition

Watermark will become a part of Apex Group’s existing global Corporate Solutions business.

Global families urged to watch out for local risks

The safest diversification strategies must include business assets, revenue streams and currencies, say wealth managers

Wealthy defy deglobalisation to diversify into US assets

Investors in Europe and Asia are allocating more of their portfolios outside of their home region

Higgs & Johnson Hosts Annual Client Seminar

The seminar delivered stimulating sessions on contemporary issues

Value Partners Fixed Income Investment Outlook

After pausing in June, the Fed raised rates by 25bps in July, and the market priced in odds of another hike by the year-end.

Henley & Partners and Insignia Join Forces For Global Citizens

Henley Global Citizens is a bespoke «by invitation only» service designed to meet the specific needs of wealthy transnational families, entrepreneurs and investors who do business, invest, and live internationally

Why there are still active asset managers

In the decade to June 2023, only a quarter of US-based active strategies survived and beat passive alternates.

The CLIC Chronicles – OFFSCREEN: the study and dialogue between artists working with image in all its forms

The idea behind OFFSCREEN is one of study and dialogue between artists working with image in all its forms

Big bankers' grudge against cantonal banks has solid reasons

Sergio Ermotti recently pointed his index finger towards the cantonal banks.

How does AXEPTA BNP Paribas streamline its retail clients’ payment paths?

The customer experience is one of our retail customers’ top priorities.

Uncertainty over the path of monetary policy looks likely to remain a concern

Equity markets also focused on the more dovish aspects of the meeting, with the S&P 500 climbing 1.1%—marking the strongest three-day rally since March.

Funds Europe Awards 2023 winners

Thank you to all those that entered and congratulations to the winners!

Empowering Growth Across Borders

At the same time, they seek to preserve and grow their wealth. At the core of this is building a portfolio of investments diversified by geography, asset class and more.

Wealthy Collectors Are Optimistic, if Cautious, in Art Basel UBS Survey

There’s a series of indicators that tended to hint toward a slightly more cautious

Barclays: Limited Impact Expected for Asia Jobs

But the cuts vary from region to region, with Asia expected to be largely spared.

SEI Survey Reveals Impact of Behavioural Biases on Financial Outcomes

Findings Highlight Importance of Goals-Based Wealth Management Approach for Advisors and Investors

How international is the Swiss banking elite really?

Globalization has accelerated significantly since the turn of the millennium at the latest. Closely related to this is the discussion about the emergence of a global economic elite.

Morgan Stanley Infrastructure Partners Completes Investment in Valoriza Servicios Medioambientales S.A.

Valoriza operates a concession-based business, with medium to long-term contracts with local municipalities that are inflation-linked with limited volume exposure.

Opportunities in high quality bonds

For selective buyers willing to withstand the year-end volatility, the current environment still provides a good opportunity to lock-in attractive yields on tax-exempt municipal bonds.

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