08/16/2023
Strengthened PostFinance mortgage – Valuu and CredEx continue to develop together
This will bundle the brokerage business under the Valuu brand and continue to operate the brokerage business.
Comment & Analysis
08/15/2023
Trade hailed Glarner Kantonalbank's interest income
GLKB pointed out that this constellation continued at the beginning of the third quarter.GLKB pointed out that this constellation continued at the beginning of the third quarter.
08/15/2023
How the Great Recession impacted Baby Boomers' wealth
What they've discovered there are a couple of factors that came into play, but the big one was the Great Recession.
08/15/2023
IQ-EQ lands major mandate with Flexstone Partners
The firm delivers customised private equity, real estate, private debt and infrastructure solutions with specific expertise in hard-to-access small- and mid-cap markets worldwide.
08/15/2023
From waste to short-term rates: Nine wealth managers’ top H1 calls
Investment managers from firms including Evelyn, Investec and RBC weigh in on the investment ideas that have worked best so far in 2023.
08/15/2023
What Are the Most Effective High Net Worth Wealth Management Strategies?
Developing high-net-worth wealth management strategies is essential to stunt this depletion and create earning opportunities.
08/14/2023
Wealthiest Asians: Richest Billionaires in Asia, 2023
Asia boasts of having the highest number of billionaires in the world, with over 950 individuals who have a net worth of more than $1 billion.
08/14/2023
All boomers need to feel ‘wealthy’ is financial security. The bar is way higher for Gen Z
It found that boomers largely have a singular definition of wealth, but that’s not quite the case for Gen Z.
08/14/2023
TISE announces Blue Diamond as first private market client
Blue Diamond Limited becomes the first company to join TISE Private Markets.
08/14/2023
Tidjane Thiam celebrates himself
Criticism simply bounces off Tidjane Thiam
08/14/2023
Here’s a Warren-Buffett hack for aiming to build wealth
The company with almost half of Berkshire’s stock investment funds is Apple.
08/11/2023
How to quit your corporate job and work for a billionaire
Family offices – secretive companies set up to manage the wealth of the uber rich – are looking further afield for staff.
08/11/2023
Singapore Billionaire Kwek Leng Beng’s CDL Eyes More Global Acquisitions Despite Soaring Interest Rates
CDL has stepped up acquisitions this year despite a continued tightening in interest rates.
08/10/2023
Stock Talk: ‘Sell’ Abrdn after poor results, says Deutsche
Our daily roundup of analyst and fund manager commentary on shares.
08/10/2023
Raiffeisen has bad news for tenants
The rise in rents in Switzerland should continue to gain momentum.
08/10/2023
Forbes Ranks Five William Blair Wealth Advisors to its 2023 Top Next Generation Wealth Advisors
The magazine recognizes America’s top up-and-coming advisors under 40 based on several factors including industry experience, compliance records, best practices, and assets under management.
08/09/2023
China's export growth likely to stay negative
China's July exports fell 14.5% y/y, posting a contraction for the third consecutive month.
08/08/2023
Fixed income: From behind the scenes to center stage
Over the last several years, rising interest rates have been accompanied by a flattening yield curve.
08/08/2023
How Asset Managers are Navigating Regulatory Pressures
Although regulation of ESG is necessary, the way it is being implemented has been disjointed, according to some speakers at FundForum.
08/08/2023
The Exclusive $100 Billion Club (And How They Made Their Fortune)
And it is no surprise that the U.S. tech billionaires dominate the global $100 billion club.