Comment & Analysis

Comment & Analysis

Study reveals wealth managers are overly reliant on intuition and client self-assessment when determining risk levels for clients

October 25, 2023

Around one in five (22%) say they strongly agree that they rely largely on client self-assessment when it comes to setting risk levels.

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Comment & Analysis

Deloitte – a job engine in Switzerland

October 25, 2023

This is also evident in personnel, where Deloitte has created several hundred jobs in Switzerland.

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Comment & Analysis

The founder of Chinese property developer Evergrande — who was once Asia's second-richest person — is no longer a billionaire

October 25, 2023

The wealth plunge follows a tumble in Evergrande's share price.

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Comment & Analysis

4 key goals wealthy families are prioritising

October 24, 2023

Four goals are increasingly front of mind for wealthy families, a report from DBS Private Bank showed.

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Comment & Analysis

Andrea Orcel is finally allowed to

October 24, 2023

In his career as an investment banker - especially as the long-time head of the UBS investment bank - the Italian has orchestrated numerous large transactions.

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Comment & Analysis

Fitch upgrades Leonteq to "BBB"

October 24, 2023

According to Fitch, the upgrade of the long-term IDRs assigned to Leonteq reflects the material progress made to grow the franchise

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Comment & Analysis

Billionaires should face a minimum tax rate, report says

October 24, 2023

There are around 2,500 billionaires with a combined wealth of $13 trillion.

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Comment & Analysis

UBS Launches Investment Banking Data Analysis Team

October 24, 2023

James Arnold, currently in charge of UBS' Strategic Insights Group in London, will co-head the new unit with Rick Faery

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Comment & Analysis

Endowus’ Van: Acquisitions are always on the radar

October 23, 2023

The online investment platform's CEO Gregory Van says the company is using its recent $35m fund raise to support growth, raising brand awareness and investing in AI, while keeping its eye on acquisition opportunities.

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Comment & Analysis

Why Wealth Managers Start With Family-Centered Client Discovery

October 23, 2023

This approach transforms relationships, greatly reduces stress and yields attractive economic outcomes for the wealth manager.

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Comment & Analysis

Quilter’s five personal finance ask from the Autumn Statement

October 23, 2023

This leaves Hunt with his hands tied but there are some policies he could opt to tweak which would not only be crowd pleasing but could help simplify the saving and retirement landscape in the UK.

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Comment & Analysis

New Round of CS Job Cuts Focused on Support Staff

October 20, 2023

The cuts will target about 10 percent of support staff, likely in areas such as compliance, risk and marketing, starting on November 6.

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