10/09/2023
8 Signs You’ve Jumped From Middle Class to Wealthy
While defining each class is tricky, there are several clear indicators separating the middle class from the truly wealthy.
Comment & Analysis
10/06/2023
Teodoro Cocca: «How good is the new UBS?»
The even greater management challenge than the integration of Credit Suisse is to exploit the long-term competitive advantage of a much larger UBS.
10/06/2023
Is Asia's next generation ready for $2.5 trillion wealth transfer?
It takes a long time for Chinese parents to feel prepared to give their children possession of assets,” says Jocelyn Tsao, who heads Withers’ family team in Hong Kong.
10/06/2023
Swiss Life relies on the power of the midnight sun
Swiss Life Asset Managers have purchased an entire portfolio of solar rental contracts from the Norwegian company Otovo .
10/05/2023
Markets undermined by rate worries
Instead, the rise in yields appears largely due to technical forces operating at the long and ultra-long end of the curve.
10/05/2023
Citigroup outlines process for layoffs, reassignments in global staff memo
Employees whose jobs are eliminated may be eligible to apply for other positions, and the company will offer severance pay and notice periods where eligible
10/04/2023
The UBP EAM team’s guiding principles are quality and selectivity
UBP has a Tier 1 ratio of 27.3% and a short-term liquidity ratio of 262%, both of which make it one of the sector’s best-capitalised banks.
10/04/2023
Monthly update: have interest rates finally plateaued?
Interest rates, the rising oil price and China’s challenges are all on investors’ minds this month.
10/03/2023
Five Areas Demanding Future Readiness In Wealth Management
Keeping up with these myriad developments while still trying to maintain double-digit growth can be overwhelming.
10/03/2023
T. Rowe and Oak Hill Start Private Credit Fund for Mass-Affluent Market
T. Rowe Price, which has $1.4 trillion of assets under management, acquired Oak Hill in late 2021 to expand into alternative markets.
10/03/2023
Brazil and China show emerging markets’ diverging fortunes
One of the key setbacks for emerging economies this year has been China, where historical rebounds in domestic demand have lifted others’ industrial activity.
10/02/2023
Singapore Banks Tighten Scrutiny
Singapore authorities are tightening due diligence across the financial sector after the scandal exposed in August 2023.
10/02/2023
Patrick Stauber: A Modern Private Banking Hybrid?
Traditionally, private banking was a realm for prominent bank houses, offering their clients exclusive services.
10/02/2023
New Study Sheds Light on Crypto’s Super-Rich
The market had about 425 million users with around 0.02% of these crypto users, or 88,200 crypto investors, being crypto millionaires.
09/29/2023
Celebrating the STEP Private Client Awards with ZEDRA!
The Academy sees music as a universal form of communication to bridge cultural, political, economic and linguistic barriers.
09/29/2023
Capital vs. pension: another point of view
Many factors come into play when deciding what to do with your pension assets, and these go far beyond tax considerations.
09/28/2023
Interview: Graeme Hartop, CEO of Edinburgh-headquartered private bank Hampden & Co
This was followed in August by it revealing 2023 interim results, registering a pre-tax profit of £5m, and total lending having grown 6 per cent year on year to reach £461m, for example.
09/28/2023
The modern female investor: empowered, sustainable, goal-driven
Women are managing growing levels of wealth across many countries.
09/28/2023
Hansard Global Results
Dividend maintained in challenging year for new business
09/28/2023
Sustainability stock market league table: which rank best and worst?
Our analysis ranks the world’s biggest stock markets by their sustainability credentials, providing an additional, underappreciated, lens on how to assess their risks and opportunities.