Managers of Wealth

Ueli Maurer: You should leave CS alone for a while

Ueli Maurer expects a change for the better at Credit Suisse.

The end of cash in Switzerland is within reach

The findings of the Payment Monitor published by the American card giant Visa on Wednesday make it clear that payment habits in Switzerland are changing permanently two and a half years after the start of the corona pandemic.

2023 predictions: Wealth manager tech spend to surge

Analysing the trend in profits and expenses at major international banks with substantial wealth management divisions points to a big…

SJP opens adviser recruitment initiative for those with disabilities

Advice giant joins forces with Kaleidoscope Group UK for offering

Twelve days of holiday reading (and reflection) for entrepreneurs

This UBS Chief Investment Office aims to provide entrepreneurs with 12 days of research material

Inflation And Central Bank Watch

Major global central banks are due to increase interest rates this week.

What follows after the expected SNB rate hike?

The price development in this country is restrained compared to most EU countries. Monthly inflation figures have been falling almost continuously since June, with the exception of an upward outlier in August.

Credit Suisse Analysts Lower UBS Rating

The target is still above the current price of UBS of 16.89 francs, so they still see upside potential.

Boomers have more wealth ‘than any other generation,’ but millennials may not inherit as much as they hope

Studies show a disconnect between how much millennials expect to inherit and how much aging baby boomers plan on leaving them.

Where Billionaires See Big Investment Opportunities in the Next 5 Years

Fifty-eight percent of those surveyed by the Swiss bank picked the Asia-Pacific area as a region with big opportunities over the next five years.

15 Most Expensive Things in the World for 2022

Research on dozens of sites to find the priciest real estate, artwork, yachts and jewels pinpoints the world’s most expensive item right now

Analysts don't give the UBS President a Christmas present

Of course, it can be assumed that the CS experts based their recommendations purely on facts – but the downgrading by the archrival from Zurich's Paradeplatz is likely to be extremely inconvenient for UBS.

Structural damage? Assessing the prospects for European and Swiss real estate

Property markets bear visible scars from rising interest rates.

Top Brands For Sustainable Food & Drink

Here are four high-end brands providing their customers with leading sustainable luxury food & drink products.

UBS: Southeast Asia, India Are Top Billionaire Picks

Regionally, [billionaires] are primarily looking to Asia Pacific economies such as Southeast Asia and India, where economic growth remains robust.

Singlife with Aviva: Wealth Clients Prefer Human Touch

This consists of advisor-led relationships at 35 percent and hybrid relationships – a combination of digital and physical engagement – at 37 percent.

Norwegian sovereign wealth fund CEO calls out ‘corporate greed’

The Norwegian state pension fund aims to engage more in environmental, social and governance issues.

Numis profits tumble 72% as capital markets deals drop to ten year low

Pre-tax profits down 72%

Investors Prefer Personal Advisors Over Robo or Digital Solutions In Their Wealth Management Journey

The report finds that 72% of investors prefer to retain the human touch when it comes to advisory services, consisting of advisor-led relationships (35%) and hybrid “phygital (a combination of both digital and physical)” relationships (37%).

What's happening in the HNW insurance market?

Keeping up-to-date with the latest trends, challenges and opportunities in the space is an ongoing challenge for the brokers that support high and ultra-high-net-worth clients – supported by the work done by their insurer and claims management partn

Comment & Analysis