03/10/2023
Among Australian ultra-high-net-worth individuals (UHNWIs), the top three investments of passion in 2022 were art, cars and coloured diamonds, and for 2023, it’s set to be art, wine and jewellery.
03/09/2023
In 2022 both equities and bonds fell in tandem, raising questions about the function of these assets within portfolios and their correlation. Should historic approaches to portfolio construction now be reconsidered?
03/09/2023
The move is set to happen as soon as next year, and some bankers might stay behind in the Central building, the people said.
03/09/2023
The change in costs does not impact the investment universe available to the portfolio managers and comes as part of a broader series of enhancements to the range.
03/08/2023
Markets raised expectations regarding the level at which interest rates will peak and also the length of time they will stay there, pushing bond yields higher across the term structure.
03/08/2023
The global economy seems poised to operate at multiple speeds in the months ahead.
03/08/2023
An environment of stubborn inflation and higher interest rates should support value stocks’ renewed outperformance in the months ahead.
03/08/2023
Longer-term societal changes underpin four global investment drivers, creating opportunities for companies that are more diverse and have robust human capital management policies and practices.
03/08/2023
There have been some chinks of light since then: Global energy prices have fallen to pre Ukraine invasion levels,
03/08/2023
Women are managing growing levels of wealth across many countries.
03/08/2023
As one of just eight Guernsey professionals shortlisted for the award, Kerrie faced a public vote and a judging panel consisting of 10 esteemed female industry leaders.
03/08/2023
The euro is set to outperform the franc after a decade-long appreciation, says UBP’s global head of forex strategy Peter Kinsella.
03/08/2023
Financial advice is all about meeting clients and taking them on a journey towards reaching their financial objectives and aspirations.
03/07/2023
Women are leaders everywhere, whether as a CEO of a Fortune 500 company or as a homemaker who raises her family and heads her household.
03/07/2023
UK real estate has endured a tough nine months, but we think the makings of a recovery are starting to fall into place.
03/07/2023
Another way is to create your own foundation or your own philanthropic endowment fund.
03/06/2023
The wealth management industry is rapidly evolving and digitsation is at the very core of this transition.
03/06/2023
The Annual Report presents fully audited results for the year ending 31 December 2022
03/06/2023
Many advisors believe that when wealthy individuals and families have advisors they are comfortable with, the odds of them becoming clients are very low.
03/06/2023
Specific valuation advice should be sought in each case, as the starting point of any transaction is a detailed review of the financial information of the target.