Comment & Analysis Archives - Page 222 of 521

Safeguard a child’s financial future this Christmas with one of these seven tax-friendly gifts

December 5, 2022

As the cost-of-living crisis threatens household budgets up and down the country, shoring up the financial future of your children and other young family members has never felt more important

Comment & Analysis

Patagonia’s bold precedent signals new direction for high-net-worth philanthropy

December 2, 2022

Working with high-net-worth philanthropists has shown me that no two philanthropists or charitable giving journeys are the same.

Comment & Analysis

Asia Wealth swings to first half loss due to exposure to weak yen

December 2, 2022

The company reported that the foreign currency exchange loss in the first half had widened from USD197,409 from USD52,948 a year ago.

Comment & Analysis

Schroders UK Financial Adviser Survey 2022: More than half of advisers have seen clients change investment plans as capital losses top concerns

December 2, 2022

The survey also found that a significant number of advisers have increased client holdings in cash and alternatives over the past 12 months, while 20% intend to reduce cash holdings next year in favour of equities.

Comment & Analysis

Credit Suisse looks to speed up cuts as revenue outlook worsens

December 2, 2022

Credit Suisse said in October it intends to reduce its cost base by around 2.5 billion Swiss francs ($2.67 billion) to about 14.5 billion in 2025.

Comment & Analysis

Just 26% of advisers have wealth transfer strategy

December 1, 2022

Next-gen clients being ignored as IFAs focus on older, wealthier investors

Comment & Analysis

UBS invests in communications compliance platform Shield

December 1, 2022

The firm will use the new funding to grow in its existing markets and push into new ones, including the US.

Comment & Analysis

Go digital, why businesses need a truly digital banking solution

December 1, 2022

During the global pandemic, the adaptability and resourcefulness of our populace was on full display.

Comment & Analysis

High Noon for Axel Lehmann

December 1, 2022

Although Lehmann did not directly refer to the current turmoil at Credit Suisse, his appearance was so confident and calm that one could only marvel, reported one participant at the event.

Comment & Analysis

‘I expect landmines to go off’: GAM investments head on credit risk

December 1, 2022

David Dowsett warned that there could be trouble in private markets and areas of saving which have built up a lot of long duration exposure.

Comment & Analysis

Head of Deutsche Bank annoyed with the ECB

December 1, 2022

The banks concerned had previously defended themselves against excessive interference by the central bank in day-to-day business.

Comment & Analysis

Fractures in the family: Advising wealthy families in the midst of conflict

December 1, 2022

Recent upheavals sweeping the globe, including significant changes in social and familial structures and technological, political and economic shifts, have quite obviously also stoked the fire of underlying family tensions with incendiary results.

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