Comment & Analysis Archives - Page 21 of 526

Two percent minimum tax on richest households could raise £10 billion

July 22, 2026

Introducing a two per cent minimum annual tax on households with more than £100 million in wealth could raise around £10 billion in 2026, while affecting fewer than 1,000 households in the UK, suggests a report by academics at King’s College London, the Paris School of Economics and the University of California, Berkeley. "Wealth […]

Comment & Analysis

Wrestling with data in private markets

July 21, 2026

As investors increasingly blend traditional and alternative assets, professional fund investors face a dual challenge: navigating vast return dispersion while wrestling with fragmented, non-standardised performance data. In a crowded market of thousands of illiquid funds, mastering the manager interview process is critical. With the rapid expansion of private markets, crucial questions arise… What are […]

Comment & Analysis

J Safra Sarasin set to launch discretionary private markets solution

July 21, 2026

J Safra Sarasin is hungry for alternative asset alpha, according to Philipp Bärtschi. ‘We’re still in the thought process of launching a new kind of solution for private markets investments,’ the J Safra Sarasin investment chief told Citywire. He expects it to be ready before the end of this year. ‘The idea is […]

Comment & Analysis

With a $15 billion net worth, Palantir CEO Alex Karp predicts he will get 20x richer from AI—but that middle-class workers will get just modest raises

July 20, 2026

The artificial intelligence boom has propelled Palantir’s market value to roughly $322 billion—and pushed CEO Alex Karp‘s net worth to about $15 billion. But the 58-year-old has just warned that the wealth imbalance generated by AI is only going to get worse. “The biggest problem in this country is [AI] will raise the standard […]

Comment & Analysis

SFP Group supports the establishment of the new Oberland hospitality group: First hotel opens in Scotland

July 20, 2026

With the successful opening of the Arthouse Glasgow Hotel in Glasgow at the end of June 2026, the strategic investment of the Swiss Finance & Property Group (SFP Group) in Oberland LLP (Oberland) has reached an important milestone. As a founding investor in Oberland, the SFP Group invested both in the Oberland Group itself and […]

Comment & Analysis

Young Japanese who rode AI boom flaunt wealth with luxury buys

July 17, 2026

As the artificial intelligence frenzy propels Japanese equities to a fourth year of gains, young investors who have ridden the boom are starting to flaunt their good fortune. The benchmark Nikkei 225 index has surged over 30% so far this year, and many of the winners are first-time investors who piled into stocks with […]

Comment & Analysis

Redemption of UBS Group AG senior unsecured notes

July 17, 2026

UBS has announced its intention to redeem the total outstanding US$1,750,000,000 Fixed Rate/Fixed Rate Callable Senior Notes due August 2027 with ISIN US902613AS79 / USH42097DK09 (the "2022 Senior Notes”) on the optional redemption date, 5 August 2026. The last trading day of the 2022 Senior Notes will be 3 August 2026. The 2022 Senior […]

Comment & Analysis

To Retire Comfortably, Plan Participants Say They Need $1.2 Million

July 16, 2026

According to Schroders’ 2026 US Retirement Survey, Americans currently participating in a workplace retirement plan (e.g. 401k, 403b, or 457 plan) think they will need to save $1.2 million to retire comfortably. However, rising costs, credit card debt, and competing expenses appear to be putting this target out of reach for many, as 51% […]

Comment & Analysis

Societe Generale remains Deutsche Bank's preferred French bank

July 16, 2026

As the three major listed French banks prepare to report their 2nd-quarter 2026 results, Deutsche Bank is sticking with its preference for Societe Generale, still rated a buy, versus BNP Paribas and Credit Agricole, both rated a hold. In terms of price targets, the German bank slightly raises its target for Societe Generale, to […]

Comment & Analysis

Passion assets: challenges, structures, and trends

July 16, 2026

Passion assets, including art, classic cars, jewellery and watches, fine wine, yachts, and aircraft, represent a unique segment of private wealth. Despite the diversity of these asset types, the challenges associated with their ownership are often similar. For clients, these assets are not purely about financial return; they can embody personal interest, heritage, and […]

Comment & Analysis

The “augmented” relationship manager: Smarter, better, faster

July 15, 2026

Private banks are navigating one of the most rapidly evolving landscapes in decades. Clients now expect hyper-personalized, real-time experiences, while digital transformation continues to redefine the rules of engagement. At the same time, intensifying competitive pressures are forcing traditional institutions to rethink their operating models and accelerate innovation. As The Guardian recently reported, […]

Comment & Analysis

Our HNWIs have renewed enthusiasm for listed equity, says Geneva IAM

July 15, 2026

After years in which private markets dominated the agenda, public markets are now very much back in focus. If you had asked most sophisticated investors five years ago where fresh capital should be allocated, private markets would most likely have been near or at the top of the list. Over the last couple […]

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