Patagonia’s bold precedent signals new direction for high-net-worth philanthropy
Working with high-net-worth philanthropists has shown me that no two philanthropists or charitable giving journeys are the same.
Comment & Analysis
5228 articles found
Asia Wealth swings to first half loss due to exposure to weak yen
The company reported that the foreign currency exchange loss in the first half had widened from USD197,409 from USD52,948 a year ago.
Schroders UK Financial Adviser Survey 2022: More than half of advisers have seen clients change investment plans as capital losses top concerns
The survey also found that a significant number of advisers have increased client holdings in cash and alternatives over the past 12 months, while 20% intend to reduce cash holdings next year in favour of equities.
Credit Suisse looks to speed up cuts as revenue outlook worsens
Credit Suisse said in October it intends to reduce its cost base by around 2.5 billion Swiss francs ($2.67 billion) to about 14.5 billion in 2025.
Just 26% of advisers have wealth transfer strategy
Next-gen clients being ignored as IFAs focus on older, wealthier investors
UBS invests in communications compliance platform Shield
The firm will use the new funding to grow in its existing markets and push into new ones, including the US.
Go digital, why businesses need a truly digital banking solution
During the global pandemic, the adaptability and resourcefulness of our populace was on full display.
High Noon for Axel Lehmann
Although Lehmann did not directly refer to the current turmoil at Credit Suisse, his appearance was so confident and calm that one could only marvel, reported one participant at the event.
‘I expect landmines to go off’: GAM investments head on credit risk
David Dowsett warned that there could be trouble in private markets and areas of saving which have built up a lot of long duration exposure.
Head of Deutsche Bank annoyed with the ECB
The banks concerned had previously defended themselves against excessive interference by the central bank in day-to-day business.
Fractures in the family: Advising wealthy families in the midst of conflict
Recent upheavals sweeping the globe, including significant changes in social and familial structures and technological, political and economic shifts, have quite obviously also stoked the fire of underlying family tensions with incendiary results.
Stay the course in private equity
It is unlikely that private investments will be marked down to the same extent as public markets.