05/03/2023
Market risks warrant a selective stance on stocks
The first trading day of May was equally uneventful, with low volumes amid a holiday in many markets.
Comment & Analysis
05/03/2023
Why the ultra-rich are changing how they invest
High-net worth investors are switching investment strategies, according to new data
05/03/2023
Guy de Picciotto: «China will be a gigantic wealth management market»
Hong Kong and Singapore have already begun to position themselves as offshore centers for wealth from China.
05/03/2023
Inflation remains a moving target for central banks
To keep economies running smoothly, central banks in the developed world have settled on a steady, annualised 2% inflation target.
05/02/2023
JPMorgan’s First Republic Takeover Brings Chance of Keeping 150 Wealth Advisers
JPMorgan CFO Jeremy Barnum cites wealth management division as positive amid a deal the bank “did not seek out.”
05/02/2023
How the wealthy manage their money differently
HNWs have a team of trusted advisors who help them manage their money.
05/01/2023
China’s reopening: reality check and what to expect
January and February are usually “data vacuum” periods in China.
04/28/2023
4 Financial Concerns of the Ultra-Wealthy in 2023 and How to Solve Them
For many high net worth individuals, their wealth is tied up in concentrated positions or multigenerational family-owned businesses.
04/28/2023
Alternative Investment Solutions Review and Outlook at a glance
In the first quarter of 2023, the upward trend in risky assets persisted, as markets were pricing in that interest rates had already peaked.
04/28/2023
First Republic News Not Set To Affect Broader Sector
The news surrounding the regional American bank has not impacted our investment performance or outlook.
04/27/2023
How Switzerland is Putting Its Success Model at Risk
Switzerland's largest bank was forced by the Swiss government to take over its troubled arch-rival Credit Suisse to prevent its collapse.
04/26/2023
Where even the CEO no longer has an individual office
In the offices and without fixed workplaces, the cooperation and networking of employees should be strengthened and the exchange with customers even more personal.
04/26/2023
Why invest in emerging markets right now?
Many EM central banks raised policy rates quicker than DM counterparts to check rising price pressures.
04/26/2023
What’s the pathway to becoming a successful CEO?
Experts analyse the latest data trends on how CEOs are securing their roles
04/26/2023
Time for investors to look past worrying news flows
Our economists upgraded full-year growth forecasts
04/26/2023
Are equities due a fall? Four charts for Q1 earnings and beyond
The average company in the S&P 500 is now trading at 18 times forward earnings, versus 15 times in mid-October 2022.
04/25/2023
Schwab’s Wealth Biz Expansion Makes Sense But Could Spur Conflict with RIAs: Analysts
Our clients are increasingly asking for help and advice, providing us with a growth opportunity.
04/25/2023
Brown Shipley: Market and Investment Update
After China's rebound, now eyeing US growth
04/25/2023
Why EM right now?
In times of uncertainty, investors may be reluctant to put money to work in assets sensitive to global growth, rates, and risk appetite—like those from emerging markets (EM).
04/25/2023
How Billionaires Make Bank Runs Worse
In the wealth management business, net asset outflows in the first quarter comprised a surprisingly large quotient of nine percent of all assets under management at the end of last year.