02/08/2023
Are wealth managers making their clients feel special?
In the past five years, the importance of customer experience in wealth and investment management has changed dramatically.
Comment & Analysis
02/07/2023
The Usual Suspects
“The greatest trick the Devil ever pulled was convincing the world he didn’t exist.” - “Verbal” Kint (Kevin Spacey), The Usual Suspects.
02/07/2023
The untold story of how one entrepreneur found purpose through philanthropy
Andrew Purdie was an entrepreneur on a mission to grow – until he realized doing good fulfilled a part of him nothing else could.
02/07/2023
Assessing the UK’s economic prospects
Among G7 economies, the UK’s is the only one still smaller than before the pandemic.
02/06/2023
"30-baggers": why the UK has more than its fair share
There are many “old” economy names among the select group of UK companies which have appreciated in value by 30 times or more.
02/06/2023
Why Homes in These Trendy Areas Will Be More Expensive Than Ever in 2023
Many insurers have stopped insuring high-fire-risk homes in California and insurance premiums in Florida increased by 33% last year.
02/06/2023
Lighthouse Canton to expand and scale its Greater China client segment
In response to growing demand, Lighthouse Canton is bolstering its Wealth Management team’s capabilities to better service and scale the Greater China client segment.
02/03/2023
Swift transition to a weaker dollar
These included far better news, faster than expected, on Chinese growth, receding risks from the natural gas shock on a six to nine-month view and a slowdown in the pace of Fed tightening.
02/03/2023
EY’s Advice to Asset Managers Under ‘Acute Financial Pressure’
Everything should be on the table — but it always was, said Mike Lee, the global leader of wealth & asset management at EY.
02/03/2023
Asset and wealth management sector is struggling with digital transformation
This finding is in stark contrast to other industries, where digital transformation and a focus on digital experience as a differentiator has become paramount to customer happiness and business survival.
02/03/2023
Falling prices for investment properties expected
Top and good locations proved to be more stable in value than peripheral locations.
02/02/2023
Will First Boston Get a Chunk of Credit Suisse's Fund Unit?
Specifically, this is assumed to be the Private Funds Group, wholly owned by Credit Suisse and part of the fund business.
02/02/2023
Geopolitical tensions creating challenges for Swiss firms – though high proportion moving into new business areas despite crises
Credit Suisse publishes 2023 SME study on how geopolitical tensions are creating challenges for Swiss firms
02/02/2023
Citigroup wealth unit stops margin loans against India Adani's securities - source
Citi's wealth unit decided to cut the loan-to-value ratio for credit against Adani securities to zero on Thursday
02/02/2023
Nimesh Shah on bringing accountancy into the 21st century
‘Clients are really receptive about my role as CEO… they’re facing a lot of the same things that we’re going through as a firm as well: the great resignation, the battle for talent, what Covid has done to our profession as well.&a
02/01/2023
Central Banks Buy the Most Gold in Over 50 Years
On Tuesday, the WGC also celebrated the 30th anniversary of its study on gold demand trends, which examines the cornerstones of physical gold market demand.
02/01/2023
Hampden & Co’s Jeremy Vaughan: ‘Most private banks aren’t banks at all’
Jeremy Vaughan, managing director of banking, puts the company’s success down to its focus on core banking activity, rather than diversifying into other products.
02/01/2023
UK gambling with £5.5trn inheritance as more than half don’t have a will
Of those that do have a will, the majority (53%) have not updated it within the last five years, with a further 14% never having updated it at all.
02/01/2023
Zug consolidator takes majority stake in Top 50 IAM
Cinerius Financial Partners takes a majority stake in Swiss wealth management firm but, as with previous acquisitions, will allow it to keep its name and business model.
02/01/2023
Edmond de Rothschild Corporate Finance confirms its position among the leaders in Small & Mid Caps with 60 transactions carried out in 2022
Based on a long-term view, the team specialised very early on in developing strong verticals in promising sectors that showed resilience in a context of crisis and inflation.