03/02/2023
UBP: Investor Confidence on China is Low
Currently, UBP is still optimistic about continued upside in Chinese equities due to three main drivers: a headline reopening, support for the housing sector and consumption recovery.
Comment & Analysis
03/02/2023
The world's ultra-rich lost about $14 trillion of their wealth in 2022, Knight Frank study shows
The London-based real estate consultancy surveyed 500 private bankers, wealth advisors, and family offices who manage over $2.5 trillion in collective wealth for ultra-high net worth individuals.
03/02/2023
The Bronzes of the Princes of Liechtenstein
Prince Eusebius I of Liechtenstein, the son of Karl I, also became an art collector. And in a treatise, he instructed his own son to do the same.
03/02/2023
Patrick Odier in the FT: ‘Switzerland cannot hide behind neutrality’
The backbone of Switzerland’s fantastic banking wealth — and its, for some, questionable international reputation — is private banking.
03/02/2023
Daily market updates from our Chief Investment Office
Read detailed economic and market news from our in-house research team.
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.