11/21/2023
IQ-EQ wins two awards in the Asset Servicing Times Industry Excellence Awards 2023
The awards are dedicated to supporting and recognising talented and dedicated firms, individuals and departments across the financial services industry.
Comment & Analysis
11/20/2023
Private banking: Here’s how it works
Private banks and wealth management firms, which cater to wealthy individuals, typically assign clients a main representative.
11/20/2023
How I invest: 3 SIPP millionaires talk portfolios
The theory is that this rule allows you to take a steady 4% stream of income while maintaining sufficient funds that can be used to provide an income in future years.
11/17/2023
SPW: Sharp drop in inflation in October 2023
But it does suggest the BoE may be bringing inflation under control.
11/16/2023
Why SJP planner Elaine Milne hit back at 'vitriolic' online abuse
'This war of words against SJP and its advisers was getting out of hand'
11/16/2023
The CLIC® Chronicles - a meeting of minds with Carpenters Workshop Gallery: Loïc Le Gaillard on the intersection of art and sustainability
In 2019, Carpenters Workshop Gallery formed a partnership with Lombard Odier to present DYSFUNCTIONAL, an exhibition created for that year’s Venice Biennale Arte festival.
11/16/2023
Are UHNW families too discreet for their own good?
‘Proactive reputation management can combine communicating a family’s positive contributions with fulfilling its desire for privacy.’
11/16/2023
Predictions 2024: Wealth Management
Forrester believes that the wealth management industry will once again see the rise of new and old forces that will confuse, help, and hinder investors.
11/15/2023
Why allocate to structured investments?
Unfortunately, to capture the full benefits of long-term investing, investors must endure—and stay invested throughout—a series of highly volatile and uncertain short-term return periods.
11/15/2023
Schroders Global Investor Study 2023: Savers forced to reconsider their investment strategies amid inflation and geopolitical uncertainties
The vast majority of investors however remain optimistic, with almost 90% expecting returns to be either identical to or higher than last year.
11/14/2023
What's next for equity markets?
But the fall in yields in early November has helped equities regain ground.
11/14/2023
EU Acclaim Magazine features Davies’s shortlisted Wealth Management & Private Banking team
Davies is shortlisted in the WealthBriefing European Awards 2020 – Management Consultancy category and the full feature appears on page 27 of the pre-awards magazine.
11/14/2023
IQ-EQ celebrates 70 years in Luxembourg
Throughout these past 70 years, our business has transformed, growing from a successful local player in Luxembourg to the leading global business we are today.
11/14/2023
Calastone: Asia is a Fund Tokenization Leader
Firms engaged in fixed income and private assets were most advanced in their implementation efforts.
11/14/2023
US earnings growth should underpin equities in 2024
The US benchmark’s stock index, the S&P 500, advanced by 20% through the end of July, then declined around 11% peak to trough, before recovering again in recent weeks.
11/13/2023
AllianzGI bullish on China as ‘high-quality growth’ will create wealth management demand, CEO Tobias Pross says
Chinese regulators in August granted initial approval to AllianzGI to set up an onshore fund management company, which should start operations next year
11/13/2023
Only 8% Of Millionaires Think They're Rich, Says Survey
The study highlighted that many high-earners are primarily focused on 'safeguarding their accumulated wealth.
11/13/2023
FBN Next Generation Lombard Odier Award 2023 champions young entrepreneurs
The winner of the Intrapreneurship category is Iiro Kankaansyrjä, a Finnish entrepreneur who has transformed his family’s business to create ‘Recycling Agent’, a digital waste handling ecosystem.
11/13/2023
Abrdn closes listed private equity fund after manager joins Lazard
The fund intended to outperform the MSCI World Net Total Return index.
11/13/2023
Channel Islands to benefit from family office outsourcing boom
The Channel Islands have a combined trust wealth of more than £1 trillion, and family offices have been a growing area of expertise for the islands for more than a decade.