02/28/2024
Forward-looking study shows how investment providers are embracing new innovative technologies and AI as investor demographics and expectations shift worldwide
02/28/2024
The number of strategies dedicated to wealth clients has doubled in the last five years, Preqin research shows.
02/27/2024
The Pictet Research Institute will be led by Maria Vassalou, who joins Pictet from Goldman Sachs Asset Management, where she was co-CIO of Multi-Asset Solutions.
02/22/2024
Investec recently spoke to Julianne Miles, a social entrepreneur and the CEO of Career Returners.
02/08/2024
The team was ranked 33 on Forbes and SHOOK Research's annual list
01/25/2024
Despite this late flurry, prices remained broadly static across prime central London when comparing overall data from 2022 and 2023.
01/22/2024
He made his huge fortune over many years by starting up new companies and investing money in existing ones.
01/22/2024
The latest addition is also the oldest university in Switzerland.
01/17/2024
J.D. Power's study suggests that many "competitive" providers may already be doing so.
01/15/2024
BlackRock’s acquisition of Global Infrastructure Partners suggests the local market may be underestimating the value of it Macquarie’s world-leading asset management empire.
01/15/2024
Less than 1% of the ultra-high net worth group is comprised of billionaires
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.