05/04/2022
L.E.K. puts Spotlight on Value Creation in UK Wealth Management Industry
The industry remains in a state of flux and business models continue to evolve
Wealth and Asset Management
05/04/2022
Revisiting the most relevant wealth investment vehicles
Mrs Krabbs, a seasoned businesswoman, fired a key question, the one relating to taxation and any potential exemption.
05/04/2022
10 Countries Holding The Most Private Offshore Wealth
However, the boom is adding to a growing debate about worsening inequality as world leaders, humanitarian organizations, and civic groups are calling on governments to revisit their policies and redistribute wealth.
05/04/2022
Tilney Sustainable MPS adjusts portfolio amidst dire market conditions
Recent re-balance
05/04/2022
Geneva Cantonal Bank Struggles With Succession
All proposals were accepted at the AGM, including the appointment of Sandrine Salerno
05/04/2022
How herd mentality affects more than just your investments
From blind loyalty to large-scale organisations, to endlessly trying to keep up with influencers, we explore how sheep-like behaviour can damage your wealth plans beyond investments alone. Simon Prescott explains.
05/04/2022
LGT Bank Selects SEBA Bank To Provide Digital Asset Custody and Brokerage Services
LGT Bank is part of LGT Group, a leading international private banking and asset management group with over CHF 280 billion in assets under management.
05/04/2022
Weathering economic turmoil: keep calm and stay invested
While the macroeconomic outlook has indeed deteriorated, the media tends to aggravate the situation to maximise their audience.
05/04/2022
Are investors right to look to UK real estate amid rising inflation?
UK real estate has seen increased interest from investors seeking shelter from rising inflation.
05/04/2022
Are wealth managers keeping up with progressive clients?
6 key learnings for today's new normal
05/04/2022
Recession in Q2? What key economic data say
2022 is a risky year, in markets as well as the economy.
05/04/2022
HSBC Break-Up Proposal
Analysts from Investec and Federated Hermes also highlighted the potential downside, saying HSBC would be less diversified and less connected to international trade.
05/04/2022
Robeco Switzerland partners with Zurich universities
The aim of the cooperation is to promote research and its practical application in the field of sustainable investing.
05/04/2022
Why Investors Need to Watch the Rising Dollar
So far this year, the dollar is up about 8% against a basket of other major currencies. It has risen a staggering 13.6% over the past 12 months and recently hit a 20-year high.
05/04/2022
Schroders awarded £1.5bn
Schroders Capital will run the workplace pension scheme’s private equity investments.
05/04/2022
UBS Investor Sentiment: Investors concerned about the war
Investors remain confident in their region’s economy and stock market, even though many expect prolonged and increased inflation
05/04/2022
All eyes on recession risks
All the evidence suggests that the consumer is still in robust shape.
05/03/2022
BNP Paribas Group: Results as at 31st March 2022
Strong growth in commercial, personal banking and services
05/03/2022
AssetRush Teams up With Swiss Private Bank
Julius Baer will be a strategic partner of the fifth edition of the AssetRush
05/03/2022
US advisor financier giant enters Switzerland via CHF 5bn Geneva WM
‘When you’re in the wealth management business, you ultimately need to be in the Swiss market,’ CEO Rudy Adolf said.