Beyond the mortgage: how private banks structure debt for ultra-wealthy clients
For ultra-high-net-worth individuals, borrowing is rarely about affordability. It’s a question of strategy
Comment & Analysis
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Athletes, fame and money: how to build a sustainable career
In professional sports, the sustainability of an athlete’s career is not measured solely in terms of results, trophies or notoriety.
T. Rowe Price Survey Finds Charitable Giving Planning Can Strengthen Advisor And Client Relationships
Investors want more help from their advisors with charitable giving—and those who receive it report higher satisfaction, trust, and loyalty
Utmost Wealth: How Luxembourg’s framework empowers international wealth structuring
We spoke to financial advice giant Utmost Wealth Solutions about why it operates in Luxembourg and how being based in the country helps it serve its international clients
Designing better decisions
Torben Emmerling, Founder and Managing Partner of Affective, explores why much of our financial behaviour is unconscious and how smarter choice architecture can support better investment decisions.
Recap of gold’s rollercoaster ride
Despite recent turmoil, we maintain our positive medium‑term outlook on gold.
HSBC plans to implement performance-based bonus cuts – report
According to sources, underperforming employees in areas such as investment banking and wealth management will be impacted.
Why wealthy families are migrating – and why Dubai has become the leading destination
The 2026 wealth migration: What every successful family should know
Why wealth firms must act now to win Millennials and Gen Z
Expectations set by Millennials and Gen Z are already reshaping how advice is delivered, and firms that delay adapting risk losing relevance altogether.
Helvetia Baloise presents new brand identity
With the name Helvetia, we have a quality mark that can be used universally across all country units and language regions.
Sovereign bonds revisited
Correlations between bonds and equities are no longer reliably negative.
True Potential appoints Amundi as new strategic partner
This appointment is a strategic move that demonstrates our agile approach to investment management