10/20/2023
Is ZKB Taking a Page From the UBS and Credit Suisse's Playbook?
The idea is to help clients with their businesses and increase their wealth.
Comment & Analysis
10/19/2023
Why high-net-worths choose private banking
Welcome to the world of super-rich banking
10/19/2023
Life insurance industry unprepared for $7.8 trillion wealth transfer to beneficiaries by 2040
The United Nations predicts 33% of the world’s population will be over the age of 50 by 2050.
10/18/2023
UBP bolsters its emerging market fixed income capabilities
Building on its strong legacy in EM and on the breadth of expertise within the team, UBP has reviewed its EM fixed income offering and implemented a new investment process integrating responsible investment at its core.
10/17/2023
The US equity market: signals and scenarios for 2024
That is a remarkable performance given investors’ expectations for a US recession earlier in the year.
10/17/2023
Morgan Stanley Wealth Management Pulse Survey Reveals Investors Grow Bearish on the Market
Yet investors appear optimistic on the economy
10/16/2023
Building Bridges 2023: an EUR 2 trillion opportunity as the economy goes electric
This is disrupting supply chains, shifting profit pools and giving rise to innovative new business models.
10/16/2023
Daniel Link: «What's in it for me as a user of digital central bank currency?»
As a trustworthy, highly liquid, and reliable means of payment, they always function in everyday life, even without technology.
10/16/2023
Hong Kong's High Net Worth Population Declines for Third Year in a Row, Citi Survey Shows
This decrease has been primarily attributed to the challenging investment environment.
10/16/2023
Gold: Is it time to shine again?
Why, when it comes to the yellow metal, it’s all about timing.
10/16/2023
Avaloq: DPM More Popular in Hong Kong Than Singapore
Although Hongkongers are well known for their tendency towards self-directed investing, they are also increasingly open to delegation.
10/16/2023
Little Known Facts About Rainer E. Gut
Much has been written about him, but some less well-known facts exist.
10/13/2023
Schroders launches multi-asset alternative strategy
The fund gives investors access to a range of alternative investment strategies, including private equity, hedge funds, commodities, real assets and specialised property.
10/13/2023
What UHNWs can learn about personal security from Sir Keir Starmer and the ‘glitter-bomb’ protest
The protest this week shines a light on the vulnerabilities of politically exposed persons and ultra-high-net-worth individuals
10/13/2023
Consumer duty could spark new MPS wave
Recent Cerulli research highlights how consumer duty may push advisers who want to focus on models and cost towards model portfolios.
10/12/2023
Oil and beyond – the Gulf economies’ path to new horizons
The GCC countries are making efforts to maintain strategic flexibility despite a decoupling of global geopolitical blocs led by the US and China.
10/11/2023
Why invest in a balanced portfolio now?
But global equities retreated in the third quarter, and bond yields rose sharply.
10/11/2023
Long-term asset funds (LTAFs) and investment trusts: the pros and cons of both
Investors have long made use of a wide range of investment trusts focused on private markets. Recent regulatory change and innovation is bringing a wider choice, including the open-ended LTAF.
10/11/2023
Swiss Postal System is Going for the Gold
Swiss Post's Philoro range includes gold products such as the Swiss gold Vreneli, the Vienna Philharmonic, and gold bars and combination bars in various weights.
10/11/2023
Fundment offers advisers climate philanthropy tool
Through partnership with the Global Returns Project