How wealth advisory must be customised for the new generation
Millennials and Gen Z are increasingly take their place in the boardrooms of family businesses
Comment & Analysis
5287 articles found
Inflation will subside but recession looms, warns Pictet's Paolini
Swiss group's five-year outlook identifies emerging markets, commodities and other alts as opportunities.
Bonds are back – here’s why
A record sell-off coupled with a shifting economic backdrop mean opportunities in global fixed income markets have appeared.
Estate planning: why make a will?
This alone demonstrates the importance of estate planning for those who wish to have peace of mind for themselves and their loved ones when it comes to their succession.
‘Understanding client psychology is essential in money management’
Not surprisingly then the race to acquire a slice of HNI’s wealth pie is growing as India is witnessing a swift rise in the number of HNIs who are scouting for customised solutions to manage their complex needs.
Hedging is Back
Although the passive approach will remain, the current environment calls for active management
What's next for technology in the wealth industry?
Founder and CEO of Wealthscope reflects on catalyzing impact of COVID, and where firms and advisors can take their next steps
Gregoire Bordier: «A Plea For Freedom»
This was demonstrated by the fact that in two votes in 2021, the COVID-19 Act was approved by more than 60 percent.
What explains the UK’s racial wealth gap?
These same factors also affect portfolio composition, which is the likelihood of owning certain types of wealth, such as housing or pensions.
Helvetia presents a gratifying result for occupational benefits
The risk and cost processes generated a cost-covering income.
Why Do The Ultra-Wealthy Use Private Banks?
Private banks offer concierge-style services, meaning that every time a client reaches out to their bank, they reach a personal account manager.
Female Advisors Are The Future Of Wealth Management
During the same period, nearly 40% of financial advisors are expected to retire.