Managers of Wealth

China can evade a balance sheet recession

Although both gauges remain expansionary, the devil is in the details.

Market Insight by Frédéric Le Hellard - The revolutionary impact of new technologies in the Private Banking sector

Artificial Intelligence will revamp how wealth managers interact with their clients and make financial decisions.

Treasury Market Commentary

This contrasts heavily with the US inflationary picture where figures are heading in the right direction.

The best private equity and alternative asset advisers for ultra-high-net-worth individuals in 2023

Welcome to the Spear’s ranking of the best alternative asset advisers for ultra-high-net-worth-individuals in the UK

Allfunds unveils the Private Partners programme

In addition to its innovative technological roadmap, Allfunds is proud to unveil the Allfunds Private Partners (APP) programme.

Stephan Zimmermann: «UBS is aware of its political responsibility»

Although he's not involved in the takeover of Credit Suisse, he had much to say about the current merger.

Independent French asset manager finalises Mandarine Gestion deal

LFPI plans to merge newly acquired boutique with previous acquisition Meerschaert AM.

Will the clouds clear for Chinese equities?

Investors have so far been underwhelmed by the level of stimulus provided by Chinese authorities, despite the extension last week of 2022 measures to support the struggling property sector.

Can gold resume its climb?

International Monetary Fund data shows official gold reserves declined by 71 metric tons in April, the first net decrease in over a year.

This mistake by Swiss customers makes the banks rich

Although withdrawing cash with credit cards is not advisable due to the high fees, Swiss people continue to use credit cards often for cash withdrawals during the holidays.

Mozambique Scandal: How Credit Suisse Has Improved

As a result, the African country was plunged into a severe financial crisis, with the case becoming a cautionary tale about the hidden risks of lending to poor countries.

Sun Life targets HNW families with new insurance product

The firm's new whole of life policy incorporates S&P 500 exposure, downside protection and the option to stagger death benefit payments and incorporate philanthropic giving.

Private bank CIOs reveal their worst calls in last 12 months

From missing the Japanese equity rally to 'uninvestable' Europe, chief investment officers of major private banks talk frankly about the trades they missed or got wrong.

The Beautiful Life

After a long, successful marketing career working for the likes of Coca Cola and Unilever, Namrata Kamdar was ready for a break.

Half of Europe’s asset managers yet to achieve 40% female representation on boards

Though boardrooms have ‘visibly evolved’, according to EY Investors Boardroom Monitor

Tidjane Thiam Achieves His Goal

This means the blank check company of the former Credit Suisse CEO has come further than many others.

Tax-efficiency for alternative investments

PPLI policies are highly customizable, and can be structured to allow for different types of investment strategies and asset classes that are generally not available in other forms of life insurance.

‘I am sick of sustainable investing’: Private bank CIOs ask for reality check

Some investors might be tempted to avoid mining companies, but they are essential if we were to achieve a transition towards renewable energy.

Credit Suisse Collapse Taints Swiss Finance Job Prospects

Some 44 percent think «real role models on the executive floors» are what’s needed to improve the industry's reputation.

Markets brace for US inflation data

The consensus expectation among economists is for the annual headline rate to fall to 3.1% in June for its lowest level since March 2021, compared to 4% in May.

Comment & Analysis