Managers of Wealth

George Muzinich: «Welcome to a New Reality»

The stock market was going up, the bond market was going up, and we were getting rich.

Two Male Private Equity Heads Aren’t Better Than One Woman

The pair will rotate the chairman and chief executive officer roles every year; not exactly governance best practice, even if the roles are better off separated.

Pictet and the Path to Becoming a Millionaire

Those who show patience and diversify their investments are usually rewarded

New think tank for the financial sector launched in Zurich

With this integrated approach of research, training and consulting, the SNFI offers a platform to accompany and optimally position companies on their way to the digital financial economy.

How can I position for key inflections?

High inflation, rising policy rates, and slowing growth mean the near-term environment still looks challenging, in our view.

Investment Strategy

The positive trend observed in the last quarter of 2022 has persisted into the new year.

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.

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.

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.

Assessing the UK’s economic prospects

Among G7 economies, the UK’s is the only one still smaller than before the pandemic.

"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.

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.

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.

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.

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.

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.

Falling prices for investment properties expected

Top and good locations proved to be more stable in value than peripheral locations.

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.

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

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

Comment & Analysis