Thinking about tax around a divorce
If you’re splitting up with your spouse or civil partner, it’s important to consider the tax implications when you’re dividing your assets
Comment & Analysis
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The Penny Finally Drops
And the markets are listening, too. Friday’s market rout could be the harbinger of the challenges ahead.
Ex-Citi Private Bank heavyweights launch PE platform
Private Markets Alpha, set up by three former Citi Private Bank executives and an ex-Neuberger Berman director, aims to ‘democratise’ access to private markets.
Women, wealth and teamwork – the future of finance in Italy
The number of female clients has also risen, with women increasingly involved in managing family wealth or gaining independent wealth through successful entrepreneurship.
Morningstar busts myth that smaller funds outperform
Research giant’s report finds that the bigger the fund, the better its performance is likely to be, though strategies investing in smaller companies can sometimes be an exception.
Paradigm shifts keep testing markets
Through the energy crisis, weak growth and political instability, the European Central Bank has started an interest-rate hiking cycle that we see peaking at 1.25% in early 2023.
It’s People, Not Simply Assets, Behind the ‘Great Wealth Transfer’
If you understand the people caught up in the 'Great Wealth Transfer'—if you align your outreach with their habits and goals—you can position yourself to grow with them in the years to come.
Mixing family with money? Here's what you should know
The family bank has benefits for both lender and borrower, but it’s important to note a few key considerations to help ensure everyone’s expectations are met.
Bank barometer – the last hurray of Swiss banking?
This is the highest level since the financial crisis, as the industry lobby announced.
Why recession looms for the developed world
Central banks around the world are hiking interest rates to battle rising inflation. Recessions are now expected in the US, UK and Europe in the next year.
JTC to buy New York Private Trust Company
The transaction remains subject to various closing conditions and final regulatory approvals and is expected to complete before the end of the year.
How to Become Rich: 7 Smart Strategies for Building Wealth
Let’s take a closer look at how to become rich and explore the steps that may set you up for future financial wellness.