10/23/2023
Why Wealth Managers Start With Family-Centered Client Discovery
This approach transforms relationships, greatly reduces stress and yields attractive economic outcomes for the wealth manager.
Comment & Analysis
10/23/2023
Quilter’s five personal finance ask from the Autumn Statement
This leaves Hunt with his hands tied but there are some policies he could opt to tweak which would not only be crowd pleasing but could help simplify the saving and retirement landscape in the UK.
10/20/2023
New Round of CS Job Cuts Focused on Support Staff
The cuts will target about 10 percent of support staff, likely in areas such as compliance, risk and marketing, starting on November 6.
10/20/2023
M&G UK property fund closes: Will the last one out of daily-dealt property funds, please turn off the lights?
This combined with a general lack of interest in the sector from investors, plus the overhanging threat of FCA regulation, has driven management to throw in the towel.
10/20/2023
Wealthy Travelers Have Found an Even More Desirable Way to Fly Private
Fractional operators – dominated by Berkshire Hathaway Inc.’s NetJets and Flexjet — saw a 5.2% increase of flights in the first nine months of this year.
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.
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.