03/02/2023
Daily market updates from our Chief Investment Office
Read detailed economic and market news from our in-house research team.
Comment & Analysis
03/01/2023
Private bank or fintech? Five key tips for managing your family's wealth
Technology allows the creation of “family office”-like structures, which enable families to benefit from financial tools and gain access to data more easily than ever before.
03/01/2023
IQ-EQ shortlisted for ‘Fund Administrator of the Year’ in 2023 Private Equity Awards
All finalists are assessed by a panel of expert judges from industry-leading bodies.
03/01/2023
Conclusion of FINMA’s proceedings in connection with the Supply Chain Finance Funds
Many of these measures were based on the independent investigation into the SCFF matter by Deloitte/Walder Wyss and have addressed FINMA’s findings.
03/01/2023
Inflation and more Inflation
The report again confounded market expectations that inflation was on a downward trajectory.
03/01/2023
What could the Budget mean for businesses?
It would be surprising if energy and Net Zero do not feature heavily in the Budget.
02/28/2023
Sotheby’s Opens New Shanghai Office
The auction house will also display more items and hire staff in the country.
02/28/2023
How to transfer wealth to the next generation
There are many avenues to build wealth and various ways to pass it onto your children
02/28/2023
The ‘rise of the individual’ changing Australians attitude to wealth
New research, which for the first time examines home ownership census data back to 1911, shows that ownership rates in Australia peaked at 73 per cent in 1966, with a steady decline to around 63 per cent today.
02/28/2023
Only an average of 123,000 people per year make state pension top ups despite looming deadline
People aged between 45 and 70 who have gaps in their NI record are most likely to be impacted by the upcoming rule change and should act now.
02/28/2023
Markets abandon their fight against the Fed
Markets rose over the first six weeks of 2023 in the belief that the Federal Reserve (Fed) could slow its rate hikes as the US economy weakens.
02/28/2023
How UHNWs are protecting themselves against investment scams
From fake currency investment schemes to rare whisky fraud, the wealthy are being targeted more than ever
02/27/2023
CS First Boston Roadmap to be Revealed at Summit
Klein's sale of his eponymous business to Credit Suisse for $175 million was formalized earlier this month as finews.com reported.
02/27/2023
Core Principles Of Accounting Firm Elite Wealth Management Practices
The goal of an accounting firm’s elite wealth management practice is not to generate more revenues for the firm.
02/27/2023
Goldman Turns to ‘Make-or-Break’ Unit as CEO Solomon Put to Test
After a year in which profits slumped by half and a consumer-banking strategy unraveled, executives plan to offer a more forceful case for shareholders to appreciate its $2.5 trillion asset and wealth management business.
02/27/2023
The Curse of the Credit Suisse Chairman
A fish rots from the head down has become a common retort when Zurich bank managers are asked about the main reason for the downfall of a once proud bank.
02/27/2023
Time for private markets to grow your portfolios
One of the most notable trends in financial markets over the past decade has been the growth of the private market asset class.
02/27/2023
World's largest asset managers accused of failing to invest responsibly
ShareAction report
02/27/2023
Portfolio managers back AJ Bell as platform market faces major tests
Consumer duty, inflation and falling investor confidence are weighing on platforms’ prospects, but managers believe AJ Bell is well-positioned.
02/24/2023
Credit Suisse Funds AG provides financial update on Credit Suisse Real Estate Fund International
Global valuations were negatively impacted by rising interest rates for CS REF International in its key markets of the United States, the United Kingdom, and Germany.