08/31/2023
There are a lot of conflicts of interest at large banks, says Top 50 IAM
Three Top 50 IAMs discuss how fund analysis at large banks and independent asset managers have largely different agendas.
Comment & Analysis
08/30/2023
What makes an ultra-high-net-worth (UHNW) individual?
The world’s richest citizens are known as HNW - or high-net-worth.
08/30/2023
Key regulatory considerations in wealth management M&A
What constitutes “control” varies depending on the regulatory classification of the Target.
08/29/2023
Helping young talents inspire others
The Young Talent programme was born of UBP’s commitment to supporting and fostering high achievement in the young generations
08/29/2023
Marketheimer: Pulling in opposing directions
The twist is that rather than incongruous events, it’s contradictory evidence and conflicting interpretations of data, asset pricing, and Fed policy that’s happening right now.
08/28/2023
How to get a £1 million home – with no income
Private banking offers a source of finance with several key differences to high street lenders
08/28/2023
Journeying to a better world: sustainable tourism critical to ecological development
Increasingly, tourist destinations themselves are being threatened by the global warming caused by these emissions.
08/25/2023
Holidays leave UHNWs vulnerable to financial crime and fraud, advisers say
According to family office experts and security professionals, UHNWs with their guards down on summer vacations might be exposed to a ‘perfect storm’ of financial crime and fraud risks
08/25/2023
Don’t Risk It All: Areas Of Focus For High-Net-Worth Families
This primer is an overview of the risks associated with common issues high-net-worth (HNW) families face and how to navigate them.
08/24/2023
Be prepared for lifelong security, no matter what happens
Neither of these figures include their future endorsement deals.
08/23/2023
Eurozone navigates growth challenges as German motor stalls
A concern remains that the European Central Bank (ECB) is overtightening its monetary policy.
08/23/2023
‘Richcession’: Are the rich getting poorer?
UHNWs have been hit by volatile stock markets and high inflation eroding post-pandemic gains
08/23/2023
Why the path of global wealth and growth matters for strategy
There are four plausible scenarios for how global economics might unfold in the next decade.
08/22/2023
Entrepreneur tips: getting down to business
From working with gaming powerhouse Sega, to driving sustainable practices in his home country, Stefano’s history is varied.
08/22/2023
Three ways to improve investor engagement
Our latest analysis of best practice includes the findings of a survey of 350 investee companies from 45 countries, a GMO crops engagement case study and our formula for successful engagement.
08/22/2023
In Switzerland, there is fear about finances
This is the result of a survey conducted by the French-speaking Swiss comparison portal Bonus.ch among 4,700 insured persons across the country.
08/21/2023
Money K: Borderless wealth management in greater demand
Taking a global approach and doing business across continents is here to stay – even if it has been tougher recently, says the Global Head of Citi’s Global Client Service Money K.
08/21/2023
This bond veteran says investors are too optimistic about inflation
The head of short-term investments and global credit at First Sentier Investors – formerly Colonial First State Global Asset Management – is an outlier among his peers.
08/21/2023
What Makes You Rich? The Truth Behind Financial Wealth
Finding a balance between enjoying the pleasures money can provide and being smart with our finances will help us achieve our financial goals without sacrificing our happiness.
08/18/2023
European Private Banking Survey 2023: Strong interest margins mask a drop in profitability
Our 21st annual survey finds the industry facing challenges to growth and profitability of invested assets but armed with plenty of ideas on how to succeed.