Comment & Analysis

5087 articles found

Comment & Analysis

Scale, Stability and Solutions: UBP’s EAM proposition in a more complex global market

As global wealth management becomes more complex, external asset managers (EAMs) are operating under increasing pressure to deliver performance, manage costs, and differentiate their propositions.   For Frederic Toselli, Global Head of EAM at Union Bancaire Privée (UBP), the bank’s strategy centres on combining institutional-grade stability with a broadening suite of advisory and execution capabilities, […]
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Comment & Analysis

Budget-driven tax changes spur young wealthy Britons to double down on smarter financial planning

Our ‘In Focus’ campaign this month explores how younger generations are reshaping the advice landscape, from where they turn for financial guidance to the expectations, priorities and behaviours advisers need to understand.   Young wealthy adults aged 18-34 are emerging as the UK’s most proactive tax planners, challenging longstanding assumptions, according to new research from […]
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Comment & Analysis

2026 Spring Economic Update: An overview of key measures that may impact you

Finance Minister François-Philippe Champagne tabled the Spring Economic Update (SEU) on April 28, 2026. The 2026 SEU sets out the government’s plan to build a stronger Canada by introducing Canada’s first sovereign wealth fund—the Canada Strong Fund (the Fund).    The Fund will invest in strategic Canadian projects and companies, alongside other investors, with a […]
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Comment & Analysis

The US consumer still has some gas left in the tank

key takeaways. The popular view of a deeply divided ‘K-shaped’ US economy overstates the role of the wealthiest households. Broader data suggest consumption growth has been more evenly distributed across income groups This challenges the idea that the US economy has become much more vulnerable to an equity market decline US consumers have weathered the […]
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Comment & Analysis

Ludivine and Chloé – Two paths, one shared ambition: Empowering women to take action

At first glance, their worlds seem worlds apart. Ludivine Labarre, Deputy Head of Risk Management and former Co President of Financi’Elles, operates within the confines of financial models and risk control.    Chloé Pelle moves effortlessly between the rugby sevens fields, where she competed at the highest international level, and her role as a cybersecurity […]
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Comment & Analysis

An Imperative for Growth

Key Takeaways The asset management industry looks resilient. But the forces reshaping where capital flows and who captures it are accelerating. The era of market appreciation driving industry growth is ending. More than 80% of revenue growth in 2025 came from markets, not managers. Fees are falling, costs are rising, and margins have not moved […]
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Comment & Analysis

Is there a perfect time to enter the equity market?

Equity market volatility and short‑term declines are uncomfortable but common, and history shows that negative returns can precede long‑term periods of subsequent growth. Our analysis highlights that an ‘unlucky investor’ who repeatedly invests just before market downturns could still significantly outperform cash over time. In our view, disciplined investing, time spent in equity markets, and […]
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Comment & Analysis

Baby boomers have now ‘gobbled up’ nearly one-third of America’s wealth share, and they’re leaving Gen Z and millennials behind

Older Americans may be trading in hustling for retirement, but that hasn’t stopped them from getting richer.   Baby boomers now hold a record high of the United States’ wealth, Apollo chief economist Torsten Slok noted in a December blog post, citing Federal Reserve data. Compared to 1989, when those over 70 years old held […]
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Comment & Analysis

CEOs of Swiss companies are taking a step back.

According to an analysis by the corporate governance specialists at Swipra, the increase in executive compensation at Swiss companies lags behind that of their counterparts abroad.    The votes on the sustainability report indicate a gradual shift away from a purely formalistic approach to compliance.   Corporate governance service provider Swipra Services has released an […]
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Comment & Analysis

Competition promotes free offers for personal accounts

The fees for maintaining a personal account at a Swiss bank vary considerably. The number of banks offering fee-free accounts including a debit card has increased. However, those who don't compare prices still end up paying significantly more.   According to a market survey by the comparison service Moneyland, the costs for private accounts range […]
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