Analyzing fixed income manager performance
Like equity managers, fixed income managers have lots of different levers to pull to try to outperform the traditional benchmarks.
Comment & Analysis
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UBS boss Ralph Hamers: "Listen to my German one last time"
Although the largest bank in Switzerland is on the road to success, his services are no longer in demand.
Gen Z and investing: a field guide for wealth advisors — and a warning
Yet 1 in 3 members may get their financial advice not from professional wealth planners, but from TikTok and YouTube, platforms permeated with myths, misperceptions and outright falsehoods dispensed by so-called experts.
Taking the «Suisse» out of Swissness
While Vontobel has the largest market share consisting of $10 billion in US offshore assets via its Swiss Financial Advisors unit, boosted in 2021 with the acquisition of UBS's US offshore portfolio, many smaller boutiques are offering their US clien
Credit Suisse chairman ‘truly sorry’
Axel Lehmann spoke to the bank’s shareholder meeting ahead of the merger with UBS.
UK economic outlook looks brighter but gaps still remain, warns Deutsche Bank
This is the third upward growth revision Deutsche Bank has posted this year.
African billionaires flee the continent
How the mega-rich are preparing for a new post-Covid world elsewhere
How to pass on wealth tax efficiently
We take a look at the different ways you can pass wealth onto younger generations using ISAs.
UBS May Cut Up to 30,000 Jobs
In Switzerland, the publication reported UBS might cut up to 11,000 jobs.
Another crisis ahead? Five questions hanging over markets, answered
We are keeping a close eye on measures of loan affordability and on US banks’ commercial real estate lending, especially that related to offices
Where are the opportunities in fixed income?
As a result, we think it's time to increase exposure to bonds and investors holding excess cash should consider opportunities to lock in today's yields.
Wealthy Asians get high on fine wines
Fine wines are uncorrelated with mainstream assets, which makes the passion investment a valuable portfolio diversification tool, according to Cru World Wine co-founder.