Women the future of advice: Netwealth
The data further revealed 22% of Gen Y women will have higher-than-average levels of household income, estimated at over $150,000.
Comment & Analysis
5196 articles found
A Third Of Russian Assets in Switzerland at Credit Suisse
Local banks are required to report deposits of non-sanctioned Russians of 100,000 francs or more to the State Secretariat for Economic Affairs (Seco) and have pledged not to accept any more client funds above that amount.
Euan Munro: «The market will not reliably deliver returns»
A recent study from the Swiss National Bank examined the growing importance of investment funds in Switzerland at the expense of traditional banks.
Schroders worst culprit as ‘dog’ funds reach £19bn
This is because it also acts as the underlying manager of a number of Scottish Widows and HBOS funds.
World’s Rich Reveal How They Spend Their Billions on UK Property
The register is a major policy shift, requiring overseas companies to declare beneficial owners or face potential prosecution.
Advisors are shifting service models from individuals to families
Majority of advisors moving toward new unified managed household model, Cerulli reports
Inflation-linked bonds during periods of inflation: how best to use them?
With inflation at its highest in decades, what returns should investors expect from inflation-linked bonds – and are they the best form of inflation protection?
George Muzinich: «Welcome to a New Reality»
The stock market was going up, the bond market was going up, and we were getting rich.
Quilter Foundation donates £25,000 to the DEC’s Turkey-Syria Earthquake Appeal
DEC charities are providing life-saving aid either directly or through local partners, but they urgently need more funds to reach more people.
Two Male Private Equity Heads Aren’t Better Than One Woman
The pair will rotate the chairman and chief executive officer roles every year; not exactly governance best practice, even if the roles are better off separated.
Pictet and the Path to Becoming a Millionaire
Those who show patience and diversify their investments are usually rewarded