12/15/2022
European wealth managers predict tougher suitability regulations
Most feel they will be pressured to pay compensation for failing to understand clients’ risk profiles
Comment & Analysis
12/15/2022
HNW clients fret over recession threat
Wealthy investors are in a ‘state of paralysis’ but it is ‘not the time to shy away’
12/14/2022
HSBC: Philanthropy is a key priority for NextGen
As trillions of dollars change hands in inter-generational wealth transfer, education and elder care are key focus areas for rich Asian families.
12/14/2022
The 2023 Wealth Management M&A Outlook
A data-driven analysis of M&A and valuation trends re-shaping the wealth management market.
12/14/2022
Ueli Maurer: You should leave CS alone for a while
Ueli Maurer expects a change for the better at Credit Suisse.
12/14/2022
The end of cash in Switzerland is within reach
The findings of the Payment Monitor published by the American card giant Visa on Wednesday make it clear that payment habits in Switzerland are changing permanently two and a half years after the start of the corona pandemic.
12/13/2022
2023 predictions: Wealth manager tech spend to surge
Analysing the trend in profits and expenses at major international banks with substantial wealth management divisions points to a big…
12/13/2022
SJP opens adviser recruitment initiative for those with disabilities
Advice giant joins forces with Kaleidoscope Group UK for offering
12/13/2022
Twelve days of holiday reading (and reflection) for entrepreneurs
This UBS Chief Investment Office aims to provide entrepreneurs with 12 days of research material
12/13/2022
Inflation And Central Bank Watch
Major global central banks are due to increase interest rates this week.
12/13/2022
What follows after the expected SNB rate hike?
The price development in this country is restrained compared to most EU countries. Monthly inflation figures have been falling almost continuously since June, with the exception of an upward outlier in August.
12/12/2022
Credit Suisse Analysts Lower UBS Rating
The target is still above the current price of UBS of 16.89 francs, so they still see upside potential.
12/12/2022
Boomers have more wealth ‘than any other generation,’ but millennials may not inherit as much as they hope
Studies show a disconnect between how much millennials expect to inherit and how much aging baby boomers plan on leaving them.
12/12/2022
Where Billionaires See Big Investment Opportunities in the Next 5 Years
Fifty-eight percent of those surveyed by the Swiss bank picked the Asia-Pacific area as a region with big opportunities over the next five years.
12/12/2022
15 Most Expensive Things in the World for 2022
Research on dozens of sites to find the priciest real estate, artwork, yachts and jewels pinpoints the world’s most expensive item right now
12/12/2022
Analysts don't give the UBS President a Christmas present
Of course, it can be assumed that the CS experts based their recommendations purely on facts – but the downgrading by the archrival from Zurich's Paradeplatz is likely to be extremely inconvenient for UBS.
12/12/2022
Structural damage? Assessing the prospects for European and Swiss real estate
Property markets bear visible scars from rising interest rates.
12/12/2022
Top Brands For Sustainable Food & Drink
Here are four high-end brands providing their customers with leading sustainable luxury food & drink products.
12/09/2022
UBS: Southeast Asia, India Are Top Billionaire Picks
Regionally, [billionaires] are primarily looking to Asia Pacific economies such as Southeast Asia and India, where economic growth remains robust.
12/09/2022
Singlife with Aviva: Wealth Clients Prefer Human Touch
This consists of advisor-led relationships at 35 percent and hybrid relationships – a combination of digital and physical engagement – at 37 percent.