02/11/2026
Investors want more help from their advisors with charitable giving—and those who receive it report higher satisfaction, trust, and loyalty
02/11/2026
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
02/06/2026
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.
02/06/2026
Despite recent turmoil, we maintain our positive medium‑term outlook on gold.
02/06/2026
According to sources, underperforming employees in areas such as investment banking and wealth management will be impacted.
02/06/2026
The 2026 wealth migration: What every successful family should know
02/06/2026
Expectations set by Millennials and Gen Z are already reshaping how advice is delivered, and firms that delay adapting risk losing relevance altogether.
02/05/2026
With the name Helvetia, we have a quality mark that can be used universally across all country units and language regions.
02/04/2026
Correlations between bonds and equities are no longer reliably negative.
02/04/2026
This appointment is a strategic move that demonstrates our agile approach to investment management
02/04/2026
Some three million pages of redacted emails and communications have implicated some of the world’s richest men – and by extension, the biggest philanthropists.
02/02/2026
The potential for strong company earnings is generating ongoing opportunities in the technology sector – a central industry for modern communication.
02/02/2026
High-end houses are meeting demands for après-ski gear with luxe collections of their own performing gear.
02/02/2026
The timing of the next rate cut may be delayed by stronger growth data and early signs of stabilization in the labor market, but the likelihood of further easing increases the importance of putting excess cash to work for investors.
01/30/2026
The survey outcomes underline the importance clients place on collaboration, reliability, and continuous innovation—areas in which Ortec Finance remains strongly committed.
01/29/2026
Geopolitical risks are high. US action in Venezuela and tensions over Greenland signal a return of sphere of influence.
01/29/2026
The mandate underscores the firm’s reputation as a trusted partner, providing bespoke and innovative investment solutions to pension schemes in the UK.
01/29/2026
Paul explores Utmost’s financial strength, technical expertise and strategic commitment alongside his predictions for three trends to shape the industry’s future in 2026 and beyond.
01/27/2026
As Deputy Global Chief Investment Officer, Ertz shapes the firm's macroeconomic analysis, strategic asset allocation, and global investment strategy.
01/27/2026
But at a certain point—usually when giving increases following a liquidity event, family members get involved, or the world feels more urgent—those same instincts stop working.