03/08/2023
Monthly global house view & investment perspectives
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.
Comment & Analysis
03/08/2023
Investing in a multi-speed world
The global economy seems poised to operate at multiple speeds in the months ahead.
03/08/2023
Will growth outperform further?
An environment of stubborn inflation and higher interest rates should support value stocks’ renewed outperformance in the months ahead.
03/08/2023
Diversity and equality: The investment case
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
Five Budget pledges that would benefit business
There have been some chinks of light since then: Global energy prices have fallen to pre Ukraine invasion levels,
03/08/2023
The modern female investor: empowered, sustainable, goal-driven
Women are managing growing levels of wealth across many countries.
03/08/2023
HIGHVERN celebrates its own Power Woman
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
UBP: The era of Swiss franc appreciation is over
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
'We want women to start their own financial journey'
Financial advice is all about meeting clients and taking them on a journey towards reaching their financial objectives and aspirations.
03/07/2023
Five Reasons why it is important for women to Take Charge of Their Finances
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
Why UK real estate looks poised to recover
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
How to implement your philanthropic ambitions
Another way is to create your own foundation or your own philanthropic endowment fund.
03/06/2023
Knowledge is power: The roadmap to digital distinction for wealth management firms
The wealth management industry is rapidly evolving and digitsation is at the very core of this transition.
03/06/2023
UBS publishes Annual Report and Sustainability Report 2022
The Annual Report presents fully audited results for the year ending 31 December 2022
03/06/2023
Why The Wealthy Already Working With Advisors Is Your Competitive Advantage
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
Structuring acquisitions around value
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.
03/03/2023
Quilter’s six asks from the Budget
Below are three pension and three tax and financial planning asks that would help relieve some of the pressure of the cost of living crisis and address unfairness in the way the nation’s finances work.
03/03/2023
London ultra-prime property sales grow to match New York
Its findings show that when it comes to ‘super-prime’ properties – those worth $10 million or more – there were 1,392 residential sales totalling a combined value of $26.3 billion.
03/03/2023
Celebrating the women of economics
Every year on International Women’s Day, we commemorate the social, economic, and political achievements of women around the world.
03/03/2023
Ninety One’s Du Toit: I warned CEOs not to overuse Article 9
Two top active management CEOs reveal warnings ignored and exaggerations in sustainable investing marketing.