01/09/2024
As of the end of 2024, the companies surveyed expect the EUR/CHF exchange rate to stand at 0.95. For the US dollar, they forecast a rate of 0.90 against the Swiss franc.
01/05/2024
The firm is led by Lauren Renee Golba, president, and Matthew Thomas Golba, CEO.
01/02/2024
Female finances under greater pressure than during the pandemic
12/29/2023
High-earning donors increasingly keen to channel their wealth directly into grass roots projects
12/15/2023
But how can you make sure the relationships your family office forms are successful?
11/22/2023
The name Ceresio Investors does not immediately suggest that it is a Swiss bank.
11/10/2023
Generali ranks third among the Italian companies that best communicate sustainability on their website and social networks.
11/07/2023
Investors with $1 million or more say "financial planning and investing" is the No. 1 action that helped them build wealth, followed by "making a good income" and "living within my means"
10/25/2023
The test conducted indicated that 25-30 stocks is indeed enough to “diversify away” any statistically significant non-systematic risk from a given equity portfolio.
10/23/2023
Billionaires’ personal tax in the US is estimated to be close to 0.5 per cent and as low as zero in otherwise high-tax France, the EU Tax Observatory said
10/23/2023
Leading property agents tell Spear’s that international UHNWs still want homes at the very top end of the super-prime market, while a reduced development pipeline may protect prices for the next few years
10/20/2023
This list is based on a national survey conducted by SHOOK Research, including qualitative and quantitative factors such as telephone and in-person interviews with the firms being reviewed.
10/17/2023
In terms of the key benefits that MAC strategies offer, more than two-fifths (43%) say optimal investment outcome through the economic cycle is the most important.
10/12/2023
The research also noted tax reporting, simplicity around access, and record keeping as the top digital features HNWs appreciate.
10/02/2023
This was up from 12% in the previous survey covering Q3 2022.
09/19/2023
Wealth management staff will need new skills – to support and complement deployment of more technology
09/18/2023
The graduation of 45,000 individuals into the established affluent was a notable change.
09/18/2023
UK’s cost-of-living issue and rising interest rates have made this worse.
09/06/2023
HNW individuals in Switzerland are predominantly high-earning professional males, while entrepreneurs and female HNWs present a lucrative target segment for wealth managers.
08/16/2023
The latest Global Wealth Report predicts global wealth to reach USD 629 trillion by 2027, despite 2022 being the first year of wealth decline since 2008.