03/08/2023
UBP: The era of Swiss franc appreciation is over
The euro is set to outperform the franc after a decade-long appreciation, says UBP’s global head of forex strategy Peter Kinsella.
Comment & Analysis
03/08/2023
'We want women to start their own financial journey'
Financial advice is all about meeting clients and taking them on a journey towards reaching their financial objectives and aspirations.
03/07/2023
Five Reasons why it is important for women to Take Charge of Their Finances
Women are leaders everywhere, whether as a CEO of a Fortune 500 company or as a homemaker who raises her family and heads her household.
03/07/2023
Why UK real estate looks poised to recover
UK real estate has endured a tough nine months, but we think the makings of a recovery are starting to fall into place.
03/07/2023
How to implement your philanthropic ambitions
Another way is to create your own foundation or your own philanthropic endowment fund.
03/06/2023
Knowledge is power: The roadmap to digital distinction for wealth management firms
The wealth management industry is rapidly evolving and digitsation is at the very core of this transition.
03/06/2023
UBS publishes Annual Report and Sustainability Report 2022
The Annual Report presents fully audited results for the year ending 31 December 2022
03/06/2023
Why The Wealthy Already Working With Advisors Is Your Competitive Advantage
Many advisors believe that when wealthy individuals and families have advisors they are comfortable with, the odds of them becoming clients are very low.
03/06/2023
Structuring acquisitions around value
Specific valuation advice should be sought in each case, as the starting point of any transaction is a detailed review of the financial information of the target.
03/03/2023
Quilter’s six asks from the Budget
Below are three pension and three tax and financial planning asks that would help relieve some of the pressure of the cost of living crisis and address unfairness in the way the nation’s finances work.
03/03/2023
London ultra-prime property sales grow to match New York
Its findings show that when it comes to ‘super-prime’ properties – those worth $10 million or more – there were 1,392 residential sales totalling a combined value of $26.3 billion.
03/03/2023
Celebrating the women of economics
Every year on International Women’s Day, we commemorate the social, economic, and political achievements of women around the world.
03/03/2023
Ninety One’s Du Toit: I warned CEOs not to overuse Article 9
Two top active management CEOs reveal warnings ignored and exaggerations in sustainable investing marketing.
03/03/2023
Three steps the government must take to boost women’s finance
Women often opt not to re-enter the workforce while their children are young as the cost of childcare is just too great.
03/02/2023
UBP: Investor Confidence on China is Low
Currently, UBP is still optimistic about continued upside in Chinese equities due to three main drivers: a headline reopening, support for the housing sector and consumption recovery.
03/02/2023
The world's ultra-rich lost about $14 trillion of their wealth in 2022, Knight Frank study shows
The London-based real estate consultancy surveyed 500 private bankers, wealth advisors, and family offices who manage over $2.5 trillion in collective wealth for ultra-high net worth individuals.
03/02/2023
The Bronzes of the Princes of Liechtenstein
Prince Eusebius I of Liechtenstein, the son of Karl I, also became an art collector. And in a treatise, he instructed his own son to do the same.
03/02/2023
Patrick Odier in the FT: ‘Switzerland cannot hide behind neutrality’
The backbone of Switzerland’s fantastic banking wealth — and its, for some, questionable international reputation — is private banking.
03/02/2023
Daily market updates from our Chief Investment Office
Read detailed economic and market news from our in-house research team.
03/01/2023
Private bank or fintech? Five key tips for managing your family's wealth
Technology allows the creation of “family office”-like structures, which enable families to benefit from financial tools and gain access to data more easily than ever before.