7 reasons why wealth managers are gravitating towards cloud-based solutions
Security is paramount for wealth managers transitioning from on-premise solutions to the cloud.
Comment & Analysis
5144 articles found
Opinion: How did FCA miss WealthTek's absent audits?
Compliance consultant Jonathan Purle looks at how the FCA could have spotted warning signs about the now-collapsed £230M DFM WealthTek.
Swiss real estate market: Soft landing in sight
Although price growth has recently waned significantly, it is likely to remain positive through the end of the year.
Dog nannies and wardrobe managers: Life working for super-rich families
What's life like working for a UHNW family?
What Private Jet? How Billionaires Are Finding Ways to Spend Their Wealth Unnoticed
The former rag trader turned ringmaster for the world’s moneyed elite—he also owns Annabel’s, Scott’s and Harry’s Bar in Mayfair—has another trick up his Giorgio Armani-tailored sleeve.
Traditional or Roth?
Building your savings and retirement strategies around maximizing flexibility can be far more effective than strategies that rely on an accurate forecast of tax rates.
Vontobel: Builders in a changing landscape
Vontobel is now part of the way through a ten-year transformation strategy.
A bumpy path to US dollar weakening
As an unexpectedly resilient US economy keeps kicking expectations of a recession into the future, the dollar has been supported in recent months.
Rents in Switzerland About to Go Up
Landlords are expected to pass on the increases to tenants which in turn, could fuel inflation.
Swiss cash fans remain a force
The largest change can be seen in the payment apps
How asset managers keep costs under control
The transformation is taking place in an environment of high market uncertainty, rising interest rates and a decline in assets under management (AuM).
Dubai attracts Billionaires: $2.5b to be invested in luxury real estate in 2023
Collectively, these individuals own 851 properties worldwide, with a combined net worth estimated at $3.2 billion.