07/10/2023
PwC Global Asset & Wealth Management Survey
This trend is driven by market volatility, high interest rates, and fee pressure.
Comment & Analysis
07/10/2023
Julius Baer Says Doubling AUM «Not Unrealistic»
On Credit Suisse, Rickenbacher said attracting former clients of the fallen Swiss lender will take time, though there will be «some redistribution of market share» in the long term.
07/10/2023
‘It’s not philanthropy, it’s good business’: Why CEOs should deliver social change
Skerritts CEO Paul Feeney says contributing to good causes is important for wealthy clients and company bosses alike.
07/10/2023
How far away is price stability in the eurozone and Switzerland?
Last month inflation in the eurozone and in Switzerland fell more than expected, continuing the decline that began a few months ago.
07/07/2023
May sees modest inflows with bond funds leading the way
Fixed Income funds saw inflows of £632 million, while Government Bond was the top selling sector with net retail sales of £658 million.
07/07/2023
Independent and professional solutions for financial service providers
The group is completed by Reuss Private Access AG in Liechtenstein, which is geared towards cross-border services.
07/06/2023
UBS and Credit Suisse Team Up With Soccer Players
The offer includes 756 NFTs designed by Swiss artist Daniela Filippelli and implemented on the Ethereum blockchain.
07/06/2023
Tidjane Thiam's Spac is Nearing the Finish Line
The transaction can proceed now that the US Securities and Exchange Commission (SEC) approved the registration of the merger.
07/05/2023
IGM Financial cutting jobs and office space in search for savings
The company plans to reduce IG Wealth Management offices
07/05/2023
Barclays Wimbledon Sponsorship Seen as a Fossilized Racket
At the forefront is the major British bank Barclays, the official banking partner of Wimbledon.
07/05/2023
Weighing up Japan’s attractions for foreign investors
At this point, Japan looks likely to register a second consecutive year of above-target inflation, in line with our earlier expectations.
07/05/2023
Inflation to slow by end-2023, asset inflows from ultra-wealthy persons not driving up costs: MAS
Prices of goods and services in Singapore are predicted to rise at a slower pace than previously expected, said Monetary Authority of Singapore chief Ravi Menon
07/05/2023
Mergers and acquisitions: Who comes out winning, shareholders or clients?
Time and time again we are told about the ever-rising costs of managing regulation, controlling risk, investing in technology, and attracting the best talent. And how, against that backdrop, biggest is always best.
07/04/2023
Expect more challenges for stocks in the second half
Equity pricing looks at odds with slowing growth and stickier inflation.
07/04/2023
Can we really do well by doing good?
Social needs have never been greater – let’s do something about it
07/03/2023
96% of UK-based wealth managers expect fine wine investing to increase
It is the leading ‘passion asset’ ahead of watches and luxury handbags
07/03/2023
Lombard Odier survey on women and investing: facing the future with conviction and without compromise
The female clients and business partners who responded to our survey prioritise the management and preservation of their wealth, with a view to eventually transferring it to the next generation.
07/03/2023
A controlled emergency landing
In the US, tighter credit is curbing demand, while strong job markets and consumer savings are supporting it.
07/03/2023
How HNWIs Avoid Financial Fraud
Whether or not you are an HNWI, you must protect yourself from financial fraud.
06/30/2023
Key catalysts signal upside potential for emerging markets
In addition, with Chinese stocks facing renewed pressure recently, some investors may be reluctant to invest in EM assets—especially equities because they are cautious on the outlook for China.