11/13/2023
New report highlights latest trends in private wealth sector
The report demonstrates that the desire for the industry to change is there, and that wealth advisers are engaged in the evolving market trends.
Comment & Analysis
11/10/2023
"Philanthropy Past, Present and Future"
Charity Commission Chair gives Dame Shirley lecture at University of Kent
11/09/2023
The Fund: the secrets behind the world’s largest (and weirdest) hedge fund
New York Times journalist Rob Copeland's gripping book exposes the cult-like culture at Ray Dalio's Bridgewater Associates
11/08/2023
UBS Group's Wealth Management Inflows Show September Acceleration
The Swiss bank said it saw $22 billion in net new wealth management money and $33 billion in net new deposits across its global wealth management and personal and corporate banking units.
11/08/2023
Why London is still calling the world's wealthy
Earlier this year, a property on Ashburton Place in Mayfair, London, sold to a private buyer for £38.6mn.
11/08/2023
Global equities: time in the market rather than timing the market
The outlook for global equities is constructive looking into 2024 with an earnings and growth recovery expected.
11/08/2023
Swiss Life continues to grow in the first nine months of 2023
The growth of 5% in local currency was driven by own and third-party products and services as well as advisory business in Germany, while Asset Managers continued to face subdued real estate markets.
11/08/2023
Swiss Fondation Philanthropia named "Grand Mécène de la Culture française"
One of the few Swiss foundations to have been awarded this distinction by the French government, Fondation Philanthropia now enjoys a place among the benefactors of France’s cultural life and heritage.
11/07/2023
Apex Group enters Portuguese market with acquisition
Watermark will become a part of Apex Group’s existing global Corporate Solutions business.
11/07/2023
Global families urged to watch out for local risks
The safest diversification strategies must include business assets, revenue streams and currencies, say wealth managers
11/07/2023
Wealthy defy deglobalisation to diversify into US assets
Investors in Europe and Asia are allocating more of their portfolios outside of their home region
11/06/2023
Higgs & Johnson Hosts Annual Client Seminar
The seminar delivered stimulating sessions on contemporary issues
11/06/2023
Value Partners Fixed Income Investment Outlook
After pausing in June, the Fed raised rates by 25bps in July, and the market priced in odds of another hike by the year-end.
11/06/2023
Henley & Partners and Insignia Join Forces For Global Citizens
Henley Global Citizens is a bespoke «by invitation only» service designed to meet the specific needs of wealthy transnational families, entrepreneurs and investors who do business, invest, and live internationally
11/06/2023
Why there are still active asset managers
In the decade to June 2023, only a quarter of US-based active strategies survived and beat passive alternates.
11/06/2023
The CLIC Chronicles – OFFSCREEN: the study and dialogue between artists working with image in all its forms
The idea behind OFFSCREEN is one of study and dialogue between artists working with image in all its forms
11/06/2023
Big bankers' grudge against cantonal banks has solid reasons
Sergio Ermotti recently pointed his index finger towards the cantonal banks.
11/03/2023
How does AXEPTA BNP Paribas streamline its retail clients’ payment paths?
The customer experience is one of our retail customers’ top priorities.
11/03/2023
Uncertainty over the path of monetary policy looks likely to remain a concern
Equity markets also focused on the more dovish aspects of the meeting, with the S&P 500 climbing 1.1%—marking the strongest three-day rally since March.
11/03/2023
Funds Europe Awards 2023 winners
Thank you to all those that entered and congratulations to the winners!