Comment & Analysis Archives - Page 8 of 509

TRP: Emerging market equity set up is compelling

July 13, 2026

Despite a strong year-to-date rally, emerging market (EM) equities have a compelling set up as fundamentals are poised to drive the market higher as valuations remain low. This is according to T. Rowe Price’s Agnes Ng , portfolio specialist for emerging markets and Chinese equity strategies. “We believe that a number of investment […]

Comment & Analysis

The superyachts of tech's richest billionaires, from Jeff Bezos' Koru to Sergey Brin's Dragonfly

July 13, 2026

Size doesn't always matter. But in the rarefied world of superyachts, bigger tends to be better. Long a status symbol for the masters of the universe, superyachts are defined by their excess, not their practicality, and as the rich get richer, their boats are getting longer. The trend illustrates an unofficial yachting rule […]

Comment & Analysis

Swisscanto plans equal weight SMI fund

July 13, 2026

Zürcher Kantonalbank’s Swisscanto brand is planning to launch an equal weight equity fund, according to information seen by Citywire. The fund’s name would be the Swisscanto (CH) Index Equity Fund SMI Equal Weight. Its creation would follow the launch of an equal weight index in April by SIX. The SMI Equal Weight index […]

Comment & Analysis

St James’s Place tumbles as partner firm Sovereign Wealth said to be eyeing exit

July 10, 2026

Shares in St James’s Place tumbled on Friday following a report that one of its largest partner firms, Sovereign Wealth, is the latest set to leave as the wealth manager faces retention challenges. According to Financial News, Sovereign Wealth is in talks about joining Swedish wealth management group Söderberg & Partners. According to […]

Comment & Analysis

With more people and larger fortunes, the UHNW wealth transfer takes on new complexity

July 10, 2026

Advisors serving the ultra-wealthy should be paying close attention to what's happening beneath the headline growth figures in several recent reports on global wealth gains. Because as well as the fast growth of wealth globally, as identified by a recent UBS report; and the dominance of the US, as highlighted by Capgemini; a new […]

Comment & Analysis

Sotheby’s Is Adapting to a Softer Wine Market by Selling Access and Experiences—Not Just Bottles

July 9, 2026

The wine market is in flux. After years of rising prices, fueled by low interest rates, global demand, and a pandemic-era rush into collectible assets, previously coveted bottles can now be bought at auction for a snip compared with just a few years ago. The speculative boom has faded, estimates have become more realistic, […]

Comment & Analysis

The future of wealth belongs to women: finding fiduciaries to meet the moment

July 9, 2026

Female wealth is rising fast, and women’s control of assets across the U.S. and EU will only continue to accelerate. For ultra-high-net-worth (UHNW) women, the traditional model of wealth management doesn’t work. Many report low satisfaction with their advisers, not because of returns, but because of how well (or poorly) they’re listened to. To […]

Comment & Analysis

Tokenisation holds potential to unlock £33bn annual boost to UK economy by 2035

July 9, 2026

The UK could unlock up to £33bn in additional annual GDP by 2035 by accelerating the adoption of tokenisation, according to new analysis from Barclays and PwC. The report, Rewiring Finance: Tokenisation as a Catalyst for UK Growth, finds that while the economic opportunity is significant, the UK’s window to secure its position as […]

Comment & Analysis

Majority still favour passing on wealth despite inheritance disputes

July 8, 2026

The majority of over-55s continue to favour passing on wealth after death, despite widespread experience of family conflict. This is according to new research from Mattioli Woods, which revealed almost three quarters (64%) have witnessed disputes among relatives or friends over inheritance. Many have also seen more serious disagreements escalate into formal legal […]

Comment & Analysis

Billionaire John Arnold has already donated nearly half his wealth. Now he’s funding a hunt for the health risks of sports betting.

July 8, 2026

Billionaire philanthropist John Arnold has spent years actually sticking to the Giving Pledge, which many others in his cohort have failed to follow through on. As of February, he and his wife, Laura, had donated more than $2.3 billion, mainly to criminal justice and education causes, according to Forbes. But now Arnold Ventures, the […]

Comment & Analysis

Zurich second most expensive city in world for the wealthy

July 8, 2026

Zurich is the second most expensive city in the world for high-net-worth individuals, behind Singapore, according to a ranking by Julius Bär bank. Zurich climbed three places compared with last year, according to the latest Julius Bär Lifestyle Index. The index calculates the cost of maintaining an “upmarket standard of living”. The main reason […]

Comment & Analysis

Cembra simplifies management structure

July 7, 2026

Cembra is introducing a streamlined management structure effective August 1, 2026. Under this new setup, the bank is consolidating responsibilities across the areas of Sales, Finance and Risk, and Corporate Functions. Cembra aims to further strengthen its customer focus and accelerate operational execution through this new structure. As part of the new organization, Cembra […]

Cookie Notice