Clients want to talk to advisers about philanthropy
Jack Chellman, chief projects officer at the Global Returns Project, made the case for charitable giving as part of investment plans.
Comment & Analysis
5146 articles found
Confidant’s trick: What happens when a trusted UHNW adviser goes rogue?
From the magazine: There is arguably no one more important to an UHNW than a loyal 'right-hand man' – until the relationship sours
Using cutting-edge financial products to empower hands-on philanthropy and sustainable investment
Along with a personalised approach from wealth managers, the modern philanthropist also needs access to financial products, structures and vehicles that can offer this level of influence.
Thomas Jordan's Exit, Leaving Potential Liabilities Behind
In addition to the interest rate decision, the Swiss National Bank's inflation forecast and economic outlook will also be in focus.
BNY Releases The Voice of Community Banks Survey
The survey looked at the current state of community banks across the country—and the findings reveal what community banks need to stay competitive and help their communities thrive
Breaking taboos in Swiss private banking
It is shaking the foundations of this secretive profession - what's more, there are many indications that the dam has now been broken.
“A key indicator of success is when clients introduce their children to us” – an interview with Frédéric Rochat, our Managing Partner
This is where banks such as UBS, Zuger Kantonalbank, Raiffeisen and Lombard Odier tussle for the wealthy client base.
IQ-EQ’s Bagshaw: The asset management industry must do more to fuel female success
Caroline Bagshaw highlights the initiatives firms should adopt to move the needle towards better diversity, equity, and inclusion
Luxembourg Ucits funds gained from impressive rebound
New data shows assets reached €4,460.5 billion in 2023 – a 5% increase on December 31st in the previous year.
Women in power: Meet the 200 female leaders making waves
As of 2023, there are 14,555 women-powered businesses in the UK
Robeco Switzerland exec ‘not surprised’ by lack of female PMs
The gender of a fund manager should be irrelevant but it is often not.
Basel III: Special Conditions for Wall Street Banks
Similar efforts to weaken or delay regulations aimed at strengthening banking resilience are likely in other countries as well.