Futureproofing asset management: Key strategies to succeed
Implementing a consistent data model that allows for flexible reporting without compromising data integrity is essential.
Comment & Analysis
5145 articles found
Transforming a private bank for customer centricity and innovation
EY teams helped a leading private bank shape and execute a business transformation for profitable growth and enhanced customer experience.
27 Swiss athletes will compete in the Paris 2024 Paralympic Games with the support of REYL Intesa Sanpaolo
REYL Intesa Sanpaolo has been supporting Swiss Paralympic, the umbrella organisation for Swiss paralympic sport, since 2019.
‘Island of stability’: Is the UK now one of the best investment zones?
Data from the MSCI World Index in late July 2024 showed that the UK weighting has shrunk to 3.81% of the global market, a stark contrast with the US’s commanding 71.72%.
Too far, too fast? The dollar in decline
That is largely explained by differences in central bank policies, and we argue, demands a rather nuanced outlook on the US currency.
Quilter Cheviot lowers fee for nominee MPS
The fee for investing via Quilter Cheviot’s own nominee arrangements includes both the investment management and Quilter Cheviot’s custody services.
‘Phantom wealth': Millennials are richer at their age than their parents were — but could it just as easily go away?
Millennials – people born between 1981 and 1996 – are on average wealthier than their parents were at the same age.
Swiss Re reports a net income of USD 2.1 billion for the first half of 2024
The Group's financial performance was supported by strong contributions from all Business Units, and Swiss Re maintains its full-year targets.
Swiss real estate offers opportunities as interest rates decline
The sector traded in a persistent downtrend, and we expected outflows to persist after more than a decade of investors increasing allocations to ‘alternative’ assets.
GBST and Barnett Waddingham renew long-term Composer contract
Under the continued partnership, Barnett Waddingham will benefit from GBST’s extensive at-retirement capability supporting both platform and fully bespoke complex SIPPs.
Hong Kong's CIES is off to a bumpy start, experts say
The relaunched CIES is off to a stuttering start due to its complexity and competition, as ultra-wealthy individuals gravitate toward family office tax breaks.
Ireland tops rankings of best citizenships for HNWs
The 2024 World Citizenship Report HNW reveals a shift in priorities that reflects a broader trend for overall well-being in a time of geopolitical insecurity