New report highlights latest trends in private wealth sector
The report demonstrates that the desire for the industry to change is there, and that wealth advisers are engaged in the evolving market trends.
Comment & Analysis
5087 articles found
"Philanthropy Past, Present and Future"
Charity Commission Chair gives Dame Shirley lecture at University of Kent
The Fund: the secrets behind the world’s largest (and weirdest) hedge fund
New York Times journalist Rob Copeland's gripping book exposes the cult-like culture at Ray Dalio's Bridgewater Associates
UBS Group's Wealth Management Inflows Show September Acceleration
The Swiss bank said it saw $22 billion in net new wealth management money and $33 billion in net new deposits across its global wealth management and personal and corporate banking units.
Why London is still calling the world's wealthy
Earlier this year, a property on Ashburton Place in Mayfair, London, sold to a private buyer for £38.6mn.
Global equities: time in the market rather than timing the market
The outlook for global equities is constructive looking into 2024 with an earnings and growth recovery expected.
Swiss Life continues to grow in the first nine months of 2023
The growth of 5% in local currency was driven by own and third-party products and services as well as advisory business in Germany, while Asset Managers continued to face subdued real estate markets.
Swiss Fondation Philanthropia named "Grand Mécène de la Culture française"
One of the few Swiss foundations to have been awarded this distinction by the French government, Fondation Philanthropia now enjoys a place among the benefactors of France’s cultural life and heritage.
Apex Group enters Portuguese market with acquisition
Watermark will become a part of Apex Group’s existing global Corporate Solutions business.
Global families urged to watch out for local risks
The safest diversification strategies must include business assets, revenue streams and currencies, say wealth managers
Wealthy defy deglobalisation to diversify into US assets
Investors in Europe and Asia are allocating more of their portfolios outside of their home region
Higgs & Johnson Hosts Annual Client Seminar
The seminar delivered stimulating sessions on contemporary issues