09/27/2023
VP Bank: Wealth Transfer is Fueling Intermediaries Growth
Asia is undergoing a historic transfer of wealth from one generation to the next.
Comment & Analysis
09/27/2023
US Regional View: Higher for longer
The result of last Wednesday’s Federal Open Market Committee meeting turned out to be more eventful than most investors were anticipating.
09/27/2023
Things to Know About the Billionaire Card – a Diamond-Encrusted Credit Card
The Billionaire Card is exclusively accessible to those with a significant amount of wealth.
09/27/2023
Mirova again awarded for the quality of its equity management at the 2023 “Corbeilles Mieux Vivre Votre Argent”
In 2023, Mirova is again awarded with the “Certificate of Best Management for five years”, confirming once again the relevance of its long-term equity strategies
09/27/2023
What Chances Does UBS Have at its Trial in France?
The two parties meet on Wednesday before the Court of Cassation, the highest court in France.
09/27/2023
Rock Investment SAS Announces its Intention to Provide Financing of Up to CHF100 Million to GAM Building AG
Rock has already provided short-term financing of up to CHF 20 million to cover GAM’s immediate liquidity needs.
09/27/2023
M&G Wealth: Cost-of-living crisis is increasing financial secrecy among families
The ‘Family Wealth Unlocked’ report finds that there’s been an increase in the number of people not wanting to discuss finances since the start of the cost-of-living crisis and are hiding worries or money from their loved ones.
09/26/2023
A new era for private credit – what does it mean for investors?
The private credit market has been one of the fastest-growing areas of lending and a rapidly maturing asset class.
09/26/2023
Sergio Ermotti is Happy About Client Money Inflows
He had encouraging things to report and sees «good momentum» in the current quarter in recovering funds that clients had withdrawn from Credit Suisse before the takeover in March.
09/26/2023
Not All In The Same Boat
Until recently, holding cash could have proved costly, but with the yield curve that has now inverted, their cash is currently earning more than the cost of their debt.
09/25/2023
Vacations Only the Rich Can Afford
This allows for some pretty spectacular luxury holidays to places that might be out of reach for most people.
09/22/2023
More Money, Literally More Problems: Unique Estate Planning Concerns for the Ultra Wealthy
A financial advisor may be able to help you manage your wealth and create an estate plan tailored to your needs.
09/22/2023
Financial Times and Schroders announce the shortlist for the 2023 Business Book of the Year Award
Each year it recognises a book which provides the ‘most compelling and enjoyable insight into modern business issues’.
09/22/2023
China’s ultra-rich Gen Zs flock home as global tensions rise
The moneyed classes of the world’s two largest economies thus hobnob every year in a lively exchange of ideas, demonstrating wealth’s power to bridge geopolitical rifts.
09/21/2023
Hywin Holdings Announces Land Acquisition in Hainan Boao for Development in Healthcare Sector
The Real Property will be used to build Hywin’s first integrated health management center pilot project, which represents a valuable strategic asset for Hywin’s future growth and development.
09/21/2023
Philanthropy: When Good Intentions Aren’t Enough
LGT specialists Julia Kleiser and Rocco Baldinger tell how to avoid the most common pitfalls in giving.
09/21/2023
IQ-EQ supports Urban Logistics REIT plc
Urban Logistics REIT plc invests in strategically located, single-let logistics properties across the UK.
09/20/2023
Indosuez WM CIO: «People Don't Believe in the China Story»
Markets posted a brief rally in January before trending lower and the CSI 300 is now down nearly 5 percent year-to-date.
09/20/2023
Clients in focus as Advisers have plenty to ponder
Beyond this, Courtiers is continuing to evolve, with important changes in the pipeline that clients should begin to notice over the coming months.
09/20/2023
Ghost stock Brora among ultra-rare whiskies at Distillers One of One Sotheby’s auction
The Distillers One of One charity auction on 5 October offers whiskies as artworks, individual experiences and, above all, unique liquids, including several 50-year-old-plus single malts