12/09/2022
The report finds that 72% of investors prefer to retain the human touch when it comes to advisory services, consisting of advisor-led relationships (35%) and hybrid “phygital (a combination of both digital and physical)” relationships (37%).
12/09/2022
Keeping up-to-date with the latest trends, challenges and opportunities in the space is an ongoing challenge for the brokers that support high and ultra-high-net-worth clients – supported by the work done by their insurer and claims management partn
12/08/2022
Buoyed by high global prices for Indonesia’s commodity exports, the country’s economy is expected to grow 5.3% in 2022, following a 3.7% uptick in 2021.
12/08/2022
The deal is expected to complete in February 2023.
12/08/2022
Survey of UBS billionaire clients reveals that they are applying capital and ingenuity to make a positive impact
12/08/2022
It turns out managed portfolio returns are not quite living up to Morningstar’s category indices, at least not for allocation categories – which is most of the market.
12/07/2022
Overall, policy news and economic data last week provided plenty for investors to chew on, though the 3-to-6 month investment outlook didn't really change.
12/07/2022
The MPS is now available on a total of 14 platforms across the UK market.
12/07/2022
The great generational wealth transfer is under way, but there are many reasons it may already be going very, very wrong for benefactor and recipients alike
12/07/2022
Its investment focus is on residential real estate in Swiss cities and their surrounding areas.
12/07/2022
Equities are poised to rebound next year amid recession fears, said the British asset manager.
12/06/2022
The long-established dynamic is that central banks write between the lines and markets read between the lines.
12/06/2022
The markets prefer to ignore the economic data that shows the global economy is in a significant downshift in growth and facing prolonged high-interest rates.
12/06/2022
The prospect of financial losses can be seen either as the flip side of this era of monetary activism or the price to pay for previous policy choices.
12/06/2022
Bank earnings held almost steady in Q4 p despite the markets expecting worse
12/06/2022
The survey also put a spotlight on growing off-balance sheet US dollar borrowing in the form of FX swaps, forwards and currency swaps.
12/05/2022
'Newly rich' in 30s, 40s account for 18.4% of wealthy Koreans
12/05/2022
The Princely Family of Liechtenstein is sending 130 works of fine art from their Princely Collections, which span six centuries, to Hong Kong.
12/05/2022
As the cost-of-living crisis threatens household budgets up and down the country, shoring up the financial future of your children and other young family members has never felt more important
12/02/2022
Working with high-net-worth philanthropists has shown me that no two philanthropists or charitable giving journeys are the same.