09/22/2022
Raymond James Seeks to Serve More Wealthy Clients
Raymond James has the capabilities to serve wealthy clients, but the new Private Wealth Advisor Program will help advisors better match the firm’s resources with client needs
Comment & Analysis
09/22/2022
Credit Suisse considers splitting investment bank in three
Swiss lender hopes to sell profitable units to stave off a damaging capital raise
09/22/2022
FTSE slips as Bank of England gears up for bumper rate rise
After the Federal Reserve's aggressive 0.75% interest rate hike yesterday, the Bank of England is expected to follow suit today, with UK shares under pressure as borrowing costs rise.
09/21/2022
Ranks of Millionaires to Expand Nearly 40 Percent by 2026
Credit Suisse projects that global private wealth will increase by 36 percent, or $169 trillion, by 2026, and in the process increase wealth per adult by 28 percent.
09/21/2022
Interstellar disposal v deep burial: solving the nuclear waste problem
US President Joe Biden plans to spend USD 6 billion to save nuclear power stations that are at risk of closure.
09/21/2022
UK small and mid caps: how much bad news is already priced in?
Our experienced investors in the UK explain how they’re looking at the stock market amid growing fears over the country's economic outlook.
09/21/2022
Brooks Macdonald raises wages for low-income earners to combat cost-of-living crisis
Brooks Macdonald isn’t the only investment manager helping employees with big bills.
09/20/2022
Why integrate private equity in your investments?
They are increasing in number, including in France, and often operate in the technology and digital sectors.
09/20/2022
Surviving ‘Total War‘
“Sweat saves blood.” - Erwin Rommel.
09/20/2022
Why behavioral finance is top of mind with wealth managers
Think of an artificial intelligence-powered algorithm that decides a client is skittish about large-sum charitable giving but open to creating a private foundation.
09/20/2022
Schroders Recession Dashboard: why we’re on high alert
It’s clear to see from our dashboard how the blistering pace of US interest rate rises is taking effect, supporting our belief a US recession is the likely outcome.
09/20/2022
Saapping Confidence
Central bankers must be aggressive and patient.
09/20/2022
The future of wealth is female
This rising financial power is to be celebrated, but it is also something for which women and their wider families need to prepare.
09/19/2022
How Asset Managers Are Navigating Stormy Waters
Uncertainties in the financial markets are correspondingly great.
09/16/2022
René Buhlmann: «There are no quick wins in China»
René Buehlmann has recently learned a thing or two about supply chain disruptions.
09/16/2022
How much of their wealth should the rich give away?
People with capital very often want to do something good with it but they don’t know how.
09/16/2022
Abrdn hit by £9m impairment on Tenet shares
Providers Abrdn and Aegon have recognised impairments in their shares in advice network Tenet.
09/16/2022
One of Credit Suisse's Most Prominent Clients is Retiring
Roger Federer will retire from tennis next week when the 41-year-old plays his last match in London at the Laver Cup, a tournament of which he is one of the founders.
09/16/2022
A new Swiss real estate group is formed
As a result of the continuous growth of the group in Switzerland and the listing on the BX 2018, as well as the intention to be more active in neighboring countries, a new visual appearance was necessary.
09/16/2022
Morningstar downgrades $2.8bn Matthews Asia Dividend fund on strategy shift
The Matthews Asia Dividend fund moved from dividend payers to dividend growers, altering its profile and its response to different market conditions, according to Morningstar.