Mark Haefele’s ‘complete opposite’ route to UBS wealth's CIO hotseat
UBS GWM's global chief investment officer discusses his team’s evolution, which themes are surviving Trump and what appeals to billionaires.
Comment & Analysis
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ARC Indices Estimates
Continuing the recent trend, Europe/UK equities outperformed the US and value stocks outperformed growth.
Stone Ridge mutual ILS fund assets stable at $5.1bn, but cat bond investments grow
Now, one quarter on at January 31st 2025, total for cat bond and ILS assets recorded in the funds has reached just over $5.2 billion.
Wealth Managers Turn to AI and Private Assets to Boost Their Business
Private assets remain a key focus for wealth managers, although 26% consider that access (or lack thereof) poses a threat to their business
HSBC bets big on Hong Kong to tap Asia’s wealth-management boom, CEO Elhedery says
HSBC’s customers base increased to 6.2 million last year from 5.4 million, showing the importance of the city, Elhedery says
Women's History Month: Female advisors talk about 'trailblazing' and wealth management
Four female wealth managers discuss the pros and cons of being a 'trailblazer' and what motivates them to keep pushing the industry forward.
J.P. Morgan Asset Management Unveils New JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF (HEQQ)
Fund joins HELO in the firm's Hedged Equity suite
UK Spring Statement 2025: What it means for your wealth
We analyse the key measures announced in the UK Spring Statement and how they could impact personal finances, investments and the wider economy.
UK Spring Statement reaction
Schroders UK investment experts respond to the UK's Spring Statement from Chancellor Rachel Reeves
Economic signals contrast with the interest rate decision
The SNB must have had other reasons for the recent interest rate cut than economic sentiment.
UBS: Ethos criticises remuneration, share buyback programme and sustainability report
Ethos also regrets that the bank is withdrawing certain sustainability commitments and recommends to vote against the sustainability report.
Swiss equities as a portfolio diversification enhancer
Despite recent challenges, including currency fluctuations and limited tech exposure, several catalysts suggest a recovery potential for 2025 onwards, supported by attractive valuations and growth potential.