10/10/2022
Why your art collection should be part of your estate planning
Art collections are an emotionally charged part of your estate.
Comment & Analysis
10/10/2022
How To Evaluate Your Elite Wealth Management Team
An elite wealth management team is composed of leading financial and legal professionals coordinated by your wealth manager who works cooperatively to provide the expertise that creates exceptional value for you.
10/10/2022
Gazprombank Switzerland to shut down
Its business relationships, primarily in trade and export finance, will be wound down or referred to other banks.
10/10/2022
Has Credit Suisse Reached the Bottom?
While Credit Suisse seemed to languish at home, it celebrated an important success in Singapore.
10/10/2022
Growth Expectations High Among Finance Executives
Wealth managers and asset servicing companies sit at the other end of the spectrum, but it is worth noting that in each of the sectors surveyed, at least three quarters of respondents expect strong or moderate growth.
10/10/2022
How combining philanthropy and profit can drive your brand’s social standing
Impact investing can offer great returns. Piet Colruyt of Impact House discusses how innovation can help profit, people and the planet.
10/10/2022
Wealth Manager Top 100 2022: The first 25 heavyweight selectors
We reveal the first 25 names to make the cut in our annual study into the UK's top fund selectors.
10/07/2022
Church House’s AAA-rated Wharton sifts through bond rubble
Church House Investment Management’s Jeremy Wharton urges investors not to give up on all fixed income in the wake of rampant inflation and interest rate hikes.
10/07/2022
Edmond de Rothschild Reim Acquires 8 Industrial And Logistics Assets In 3 Countries
EDR REIM launched its light-industrial and small logistics strategy in 2018.
10/07/2022
Why this economic cycle is different
Unique circumstances mean there are no clear cut lessons from history, making this economic cycle particularly hard to categorise.
10/07/2022
Asset managers divided on mandatory Scope 3 reporting
Analysis of 20 influential asset managers reveals Scope 3 emissions and materiality disclosure are huge subjects of contention.
10/07/2022
Why the Future of Wealth Management in Asia is Greener, More Mobile and Engaging
This new generation of investors presents wealth managers with a fantastic opportunity to deepen client relationships
10/06/2022
Monthly update: Currency comes into focus
The pound’s recent plunge should be taken in the context of a strong dollar
10/06/2022
How will Spain wealth tax impact HNW clients?
It is expected to collect around €1.5bn across 2023 and 2024
10/06/2022
UBS Ticino boss: from professional soccer player to regional manager
The UBS bosses recognized early on that she was dealing with a talent
10/06/2022
The SNB keeps an eye on Credit Suisse
This is due to concerns about the bank's ability to restructure its business without raising more money from investors.
10/06/2022
UK fund managers are dirt cheap, but only one delivers on its promise
UK asset managers are cheap relative to history but remain too volatile and risky to buy, except for a buoyant Man Group.
10/06/2022
Goldman Sachs pursues asset purchases in UK pensions fire sale
US bank’s asset management arm targets retirement schemes’ illiquid holdings
10/05/2022
Can Japan shield the yen from the dollar?
On 22 September, Japan’s Ministry of Finance instructed the Bank of Japan (BoJ) to intervene in currency markets, buying the yen and selling the US dollar, for the first time since 1998.
10/05/2022
How Chris Smith mastered the finance game
For one of the country’s leading financial advisers, a thwarted career in sport was the redirection he needed to be at the top of his game in wealth management.