08/31/2022
Ex-Citi Private Bank heavyweights launch PE platform
Private Markets Alpha, set up by three former Citi Private Bank executives and an ex-Neuberger Berman director, aims to ‘democratise’ access to private markets.
Comment & Analysis
08/31/2022
Women, wealth and teamwork – the future of finance in Italy
The number of female clients has also risen, with women increasingly involved in managing family wealth or gaining independent wealth through successful entrepreneurship.
08/31/2022
Morningstar busts myth that smaller funds outperform
Research giant’s report finds that the bigger the fund, the better its performance is likely to be, though strategies investing in smaller companies can sometimes be an exception.
08/30/2022
Paradigm shifts keep testing markets
Through the energy crisis, weak growth and political instability, the European Central Bank has started an interest-rate hiking cycle that we see peaking at 1.25% in early 2023.
08/30/2022
It’s People, Not Simply Assets, Behind the ‘Great Wealth Transfer’
If you understand the people caught up in the 'Great Wealth Transfer'—if you align your outreach with their habits and goals—you can position yourself to grow with them in the years to come.
08/30/2022
Mixing family with money? Here's what you should know
The family bank has benefits for both lender and borrower, but it’s important to note a few key considerations to help ensure everyone’s expectations are met.
08/30/2022
Bank barometer – the last hurray of Swiss banking?
This is the highest level since the financial crisis, as the industry lobby announced.
08/30/2022
Why recession looms for the developed world
Central banks around the world are hiking interest rates to battle rising inflation. Recessions are now expected in the US, UK and Europe in the next year.
08/30/2022
JTC to buy New York Private Trust Company
The transaction remains subject to various closing conditions and final regulatory approvals and is expected to complete before the end of the year.
08/29/2022
Championing Craftsmanship: The Architecture of the Pedevilla Brothers
Brothers Armin and Alexander Pedevilla of the eponymous architecture practice in South Tyrol, Italy, discuss the importance of local craftsmanship in creating spaces that evoke an emotional response
08/29/2022
How to Become Rich: 7 Smart Strategies for Building Wealth
Let’s take a closer look at how to become rich and explore the steps that may set you up for future financial wellness.
08/26/2022
Why responsible investing is an important investment belief when times are tough
When looking at the value of a company, often financial figures will only tell part of the story.
08/26/2022
LGT Navigator: Market sentiment remains tense ahead of Jackson Hole
Powell is likely to emphasize that the Fed still has a long way to go in the fight against inflation, which means that further strong interest rate hikes can be expected.
08/26/2022
$25,857: the cost of trying to time the market
When markets fall, the natural instinct is to sell. Our research highlights down to the dollar (and pound) precisely how much it can cost to miss the stock market’s best days.
08/26/2022
Tech billionaires to dominate GCC soon, says global wealth tracker Hurun
A surging influx of immigrant entrepreneurs building global tech companies in the region and rising investments in new economy startups are driving the change
08/26/2022
Rich men like Jeff Bezos to Sergey Brin leave their wealth in the hands of women
Brin's family office, Bayshore Global, named 35-year-old Goldman Sachs alum Marie Young as chief investment officer in January.
08/25/2022
Swiss Banking on a Wild Goose Chase with the EU
Private bankers tend to gripe, usually to anyone within earshot, about how everyone and everything is always conspiring to get between them and their clients.
08/25/2022
Evelyn Partners: We’ve turned away firms giving poor quality advice
Some firms have had to pay out millions in compensation for bad advice given by firms before they acquired them.
08/25/2022
Wealth managers falling short in addressing ESG problems
Improper ESG engagement is leading to retail underinvestment, finds study
08/25/2022
How innovative thinking can de-risk your portfolio
What worked in the past won't work in the future, warns veteran portfolio manager