04/06/2023
Wealth Management M&A: key deal structure considerations
In this second article in our series, we look at some of the other key issues to consider when structuring an M&A transaction.
Comment & Analysis
04/06/2023
Closing on the peak
Slower credit, trade, manufacturing and housing mean subdued growth and easing labour markets in the US, with some recessionary episodes later in the year.
04/06/2023
Q1 Market Review - Better than it Seemed
Growth forecasts have continued to inch up, and the overall inflation scenario still needs to improve.
04/06/2023
Rothschild & Co completes sale of North American Asset Management units to Wintrust
Rothschild & Co Asset Management U.S. will now merge into and operate its business as Great Lakes Advisors, LLC, Wintrust’s subsidiary.
04/05/2023
Credit Suisse Group AG publishes results of the 2023 Annual General Meeting
All other Board members were re-elected for a further term until the closing of the planned merger with UBS.
04/05/2023
Crises drive European evolution as core inflation persists
As inflation hits consumers’ pockets in the region, labour unions are responding with demands for higher wages, or contesting the prospect of working longer before retirement.
04/05/2023
Analyzing fixed income manager performance
Like equity managers, fixed income managers have lots of different levers to pull to try to outperform the traditional benchmarks.
04/05/2023
UBS boss Ralph Hamers: "Listen to my German one last time"
Although the largest bank in Switzerland is on the road to success, his services are no longer in demand.
04/04/2023
Gen Z and investing: a field guide for wealth advisors — and a warning
Yet 1 in 3 members may get their financial advice not from professional wealth planners, but from TikTok and YouTube, platforms permeated with myths, misperceptions and outright falsehoods dispensed by so-called experts.
04/04/2023
Taking the «Suisse» out of Swissness
While Vontobel has the largest market share consisting of $10 billion in US offshore assets via its Swiss Financial Advisors unit, boosted in 2021 with the acquisition of UBS's US offshore portfolio, many smaller boutiques are offering their US clien
04/04/2023
UK economic outlook looks brighter but gaps still remain, warns Deutsche Bank
This is the third upward growth revision Deutsche Bank has posted this year.
04/04/2023
Credit Suisse chairman ‘truly sorry’
Axel Lehmann spoke to the bank’s shareholder meeting ahead of the merger with UBS.
04/03/2023
African billionaires flee the continent
How the mega-rich are preparing for a new post-Covid world elsewhere
04/03/2023
How to pass on wealth tax efficiently
We take a look at the different ways you can pass wealth onto younger generations using ISAs.
04/03/2023
UBS May Cut Up to 30,000 Jobs
In Switzerland, the publication reported UBS might cut up to 11,000 jobs.
04/03/2023
Another crisis ahead? Five questions hanging over markets, answered
We are keeping a close eye on measures of loan affordability and on US banks’ commercial real estate lending, especially that related to offices
03/31/2023
Where are the opportunities in fixed income?
As a result, we think it's time to increase exposure to bonds and investors holding excess cash should consider opportunities to lock in today's yields.
03/31/2023
Wealthy Asians get high on fine wines
Fine wines are uncorrelated with mainstream assets, which makes the passion investment a valuable portfolio diversification tool, according to Cru World Wine co-founder.
03/31/2023
Asia’s Wealth Declines Less than Most Other Regions
Still, Asia recorded the second-lowest decline in wealth after Africa, which fell by five percent last year.
03/31/2023
UBS's Big Fear Over Credit Suisse Investment Bank
The decision to replace Ralph Hamers by bringing back Sergio Ermotti had nothing to do with the color of the passport, Kelleher said at a Wednesday media briefing.