Comment & Analysis Archives - Page 6 of 510

Morgan Stanley Bankers Were Pressured to Approve Mortgages for Wealthy Clients

July 29, 2026

Inside Morgan Stanley’s MS private bank for the ultrawealthy over the past year, an employee in the mortgage-lending department tried to question how a client kept applying for new home loans claiming he would be living in the residences. The client had already received several owner-occupied loans in just a few years, and the […]

Comment & Analysis

UBS plans equal weight SMI ETF

July 28, 2026

UBS is planning to launch an SMI Equal Weight ETF, according to information seen by Citywire. This new ETF would follow SIX launching its SMI Equal Weight index in April. The newly launched index allocates 5% to every constituent, allowing for smaller concentration in the largest Swiss companies including Nestlé and Roche. It […]

Comment & Analysis

Unicredit and Commerzbank: Only one remained in Switzerland

July 28, 2026

Jens Weidmann , chairman of the supervisory board of Commerzbank, has called on Unicredit to hold talks with Commerzbank's management. "Even though we would have preferred otherwise, the majority situation at the next general meeting is clear," he told Handelsblatt. His statement is the first public signal from Commerzbank's management that it acknowledges the […]

Comment & Analysis

Average Net Worth for Baby Boomers: How Much They Have and Why Wealth Is Unevenly Distributed

July 28, 2026

Baby boomers control more than half of all U.S. household wealth—almost $90 trillion by the end of 2025.1 That works out to more than $1.6 million per boomer on average. But that masks significant disparities among individuals, with the median closer to $370,000. U.S. Household Wealth by Generation Born between 1946 and 1964, […]

Comment & Analysis

McKinsey: Global households got $40 trillion richer in 2025 as the paper wealth economy swelled to $1.8 quadrillion

July 27, 2026

Global households added a record $40 trillion in wealth in 2025, pushing total household net worth to $570 trillion—a 7.3% jump that outpaced the 5.9% average growth rate seen since 2000—as the world’s overall balance sheet of assets swelled to nearly $1.8 quadrillion, according to the McKinsey Global Institute’s newly released “Global Balance Sheet 2026: […]

Comment & Analysis

Slower, not weaker: What our growth indicator is telling us

July 27, 2026

Our proprietary economic growth indicator has moved from a period of economic expansion to one of slower growth momentum, signalling that growth is still improving but at a more measured pace. An earlier tightening signal from our policy indicator pointed to a less supportive backdrop. Pressure is now visible in interest-rate-sensitive areas, particularly housing, but […]

Comment & Analysis

Altiant global luxury and asset management (GLAM) monitor

July 27, 2026

Welcome to the newest edition of Altiant’s Global Luxury and Asset Management (GLAM) Monitor. The monitor focuses on the behaviours and sentiments of our panel of validated global affluent/High Net Worth Individuals. For GLAM, we have now conducted 15,000 interviews to construct a comprehensive and evolving view of luxury sentiment and behaviour. The eight […]

Comment & Analysis

World Wealth Report: Two million more people became millionaires in 2025

July 27, 2026

The number of high-net-worth individuals across the world rose by almost 2 million in 2025. Their collective wealth increased by 8.7% to a record $98.3 trillion (€86.2trn), the largest annual jump since 2018, according to Capgemini's World Wealth report. But what's causing that increase in wealth, are Europeans experiencing the boom and does a […]

Comment & Analysis

How HNWIs found a taste for fine wine as an alternative asset

July 24, 2026

We all know, of course, that the acronym HNWI stands for ‘high-net-worth individual’, but Mark Johnson-Hill, owner of Bordeaux vineyard Château Méaume, believes it can also be used to describe two distinct types of people when it comes to fine wine. “First, there’s the High-Net-Worth Imbiber. They see fine wine as a consumption asset […]

Comment & Analysis

Are millennials failing to protect their future?

July 24, 2026

At a glance Many people assume insurance is something they can think about later, so they don’t take the time to understand how it could protect them and their loved ones. There are different types of insurance available, covering a wide range of circumstances, priorities and needs. It’s common to wait until a major milestone […]

Comment & Analysis

Curation tips for building an investment-grade wine cellar

July 24, 2026

Fine wine occupies a unique space at the intersection of passion and investment. Much like art or classic cars, wine offers both appreciative pleasure and long-term value potential. Each wine is defined by its ability to age, becoming rarer, and consequently more valuable over time. However, value creation must respect certain rules and a […]

Comment & Analysis

Luxury Assets and Family Governance: Managing Yachts, Jets and Art

July 23, 2026

How does JTC Private Office help families manage luxury assets such as superyachts, corporate jets and art as part of wider family wealth planning? Assets such as superyachts are the ultimate affairs of the heart and we have vast experience in this industry. However, our focus tends to be from the owners’ perspective and […]

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