Comment & Analysis Archives - Page 11 of 509

Zurich study: Swiss regret their caution when investing money

June 24, 2026

Two-thirds of Swiss citizens regret, in retrospect, not having taken enough risks in important areas of their lives. This applies particularly often to financial investments. At the same time, almost half of the working population doubts they will be able to maintain their standard of living in old age, as a study by Zurich Insurance […]

Comment & Analysis

€243B Tech spend ahead, but only 1 in 4 firms achieves scale: WBAM Research reveals structural paradox

June 24, 2026

Key takeaways Firms are layering resources onto legacy, widening the gap between investment intensity and operational scalability Technology investment alone is insufficient. The real differentiator lies in how Tech&Ops capabilities are sourced, orchestrated, and delivered As-a-service adoption is set to triple in the next 2–3 years, emerging as a key lever to unlock scale According […]

Comment & Analysis

OCBC to double wealth advisers in Indonesia after HSBC deal – report

June 23, 2026

OCBC is preparing to increase its wealth advisory workforce in Indonesia, as the Singapore-based bank moves ahead with a wider push in the market after agreeing to acquire HSBC Holdings’ assets in the country, reported Bloomberg. Parwati Surjaudaja, who leads OCBC Indonesia, said in an interview in Jakarta that the number of relationship managers […]

Comment & Analysis

Which European countries are attracting millionaires — and which are losing them?

June 22, 2026

Wealthy people are increasingly choosing to live in Italy, Greece and Switzerland, while the UK, Germany and France are finding it harder to retain them, according to a new report. Wealthy migrants are turning away from Europe's old favourites, the UK, France and Germany. A fresh study of high-net-worth migration conducted by Henley & […]

Comment & Analysis

Vivien Jain: "The power is there"

June 22, 2026

Vivien Jain has been head of the Association of Swiss Asset Managers for almost six months. In this interview, she explains why FINMA's supervisory costs are too high, why the feared industry consolidation failed to materialize, and how the VSV members should address the succession issue. Ms. Jain, you worked for a long time […]

Comment & Analysis

Shane Oliver joins Australian Wealth Management Summit as keynote speaker.

June 22, 2026

Shane Oliver joined AMP in 1984, becoming Chief Economist in 1994 and is now Chief Economist and Head of Macro Strategy. He has extensive experience analysing economic and investment cycles and what current positioning means for the return potential for different asset classes such as shares, bonds, property and infrastructure. In his session, Shane […]

Comment & Analysis

Taking stock: Why we’re reducing our investment in equities

June 22, 2026

Our investment process is signalling a more balanced phase of the cycle. Policy is becoming less supportive and financial conditions are gradually tightening, reducing some of the tailwinds that have supported equities. We are therefore trimming our equity overweight and reallocating toward bonds. Within equities, we are reducing our US exposure to slightly below benchmark […]

Comment & Analysis

Keir Starmer steps down as UK Prime Minister

June 22, 2026

Keir Starmer formally has announced his intention to step down as UK Prime Minister, with Labour set to choose a new leader before Parliament returns in September. Andy Burnham remains the overwhelming favourite to succeed him, with prediction markets currently assigning him approximately a 96% probability of becoming the next Labour leader. A […]

Comment & Analysis

Europe's ultra-rich: Which countries are adding the most $30m+ millionaires?

June 19, 2026

Europe's ultra-rich population has surged by a quarter over the past five years. On average, more than 20 people join the continent's $30m+ wealth club every day, while 89 people worldwide cross the $30 million wealth threshold daily. Wealth inequality across and within Europe remains stark, as shown by several indicators. According to the […]

Comment & Analysis

Allowing philanthropy to bloom as a long-term investment

June 19, 2026

The future of humanitarian aid may depend less on large institutions and more on trusted local organisations that understand communities from within. Taban Shoresh has spent the past decade proving that point. The founder of The Lotus Flower was awarded an OBE in 2024 for services to refugees and displaced people and received the […]

Comment & Analysis

How wealth managers are tackling data fragmentation

June 19, 2026

Data fragmentation continues to be a significant challenge faced by the wealth management sector. While many are looking to improve their infrastructure and move towards a unified data layer, what exactly does that look like? Advisors across the industry are still stuck with time-consuming admin work that limits their capacity to handle high-value tasks, […]

Comment & Analysis

Muzinich’s Torres makes the case for European private credit

June 18, 2026

European credit offers diversification away from US-centric risks. While the US market has become increasingly competitive, with tighter spreads and lower yields as more capital has flowed in, Europe remains relatively less crowded and more stable in spreads, especially in the lower mid-market segment. “European private debt typically offers wider spreads and higher yields […]

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