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Comment, Analysis & Research

03/08/2021

‘Are robots taking over wealth management?’: Geneva WM

He looked at how HNW wealth managers and multi-asset fund managers can learn from robo advisors.

03/08/2021

Non-bankable assets - investing in a new era

The non-bankable asset investment opportunity and its challenges

03/08/2021

'Don't be afraid to do what makes you happy'

Monika joined the Stonehage Fleming Group in 2008 and is a senior associate in the Family Office division.

03/05/2021

Wealth Management – Mosaique Insights

How different will the economy that exits the crisis look from the one that entered it?

03/05/2021

BIS reports on Big Data and machine learning in central banking

The survey contains responses from 52 central banks from all regions of the world and examines how they define and use big data, as well as which opportunities and challenges they see.

03/05/2021

Afme report reveals 58% increase of the European ESG market in 2020

The European Union Allowance (EuA) price per metric tonne has increased by 21.3% from €24.03 in December 2019 to €30.52 in December 2020.

03/05/2021

International Women's Day Summit 2021: Amplifying Her Voice

Global investment into women led companies has reached an all-time low during 2020.

03/05/2021

Missing the mark? Why the future of beneficial ownership rules hangs in the balance

The onus is not on the individual but on the government to make the case.

03/04/2021

Looking into 2021: WealthTech Views Report

2020 was one of the most turbulent years in recent history, with Covid-19 disrupting every sector in every country across the globe.

03/04/2021

Significant opportunities ahead for wealth advisers and their clients

Equities should outperform bonds and the rotation from growth to value should continue in 2021.

03/04/2021

New report reveals key insights into wealth and philanthropy

This research was conducted amidst the Covid-19 pandemic in the third quarter of 2020

03/04/2021

Riding the next waves of innovation

Innovative companies find ways to adapt and prosper; they don’t remain static and allow themselves to stagnate.

03/04/2021

Nikko Asset Management: Future Quality Insights - March 2021

The winds of change: Strengthening our commitment to ESG

03/04/2021

Half of global citizens risk missing out on governments' digital services boom due to privacy concerns, EY survey warns

53% of survey respondents say risks outweigh benefits of government sharing their data

03/04/2021

International Women’s Day – levelling up women’s finances

Financial inequality between the genders in particular has been severely impacted.

03/04/2021

Credit Suisse Global Investment Returns Yearbook 2021

The 2021 Yearbook provides detailed analysis of emerging markets

03/04/2021

Budget 2021: What you need to know

Measures announced by Chancellor Rishi Sunak in the Budget.

03/03/2021

What’s stopping women from flying high at work?

The hindrances that women face in matching their male colleagues’ progress and rewards go deeper than outdated assumptions suggest, new research by The Female Lead has found.

03/03/2021

The post pandemic great global reset

Large reductions in GDP relative to pre-crisis trends also occurred in other big developed nations

03/03/2021

MALTA: Consumer knowledge of home insurance products low, MFSA finds

MFSA to review survey findings and adapt regulation accordingly

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​The EBA responds to the European Parliament’s observations made in the 2024 Discharge report

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UBS Residential Attractiveness Indicator 2026

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Financial advisory firm grows with acquisition

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Focus on the broader EM opportunity – not just the tech titans

08-28-2026

New research highlights low pension engagement despite widespread retirement concerns

08-28-2026

Confidence in digital ​​skills makes young adults vulnerable to online fraud that uses AI

09-04-2026

Royal London appoints Daniel Cazeaux as interim CEO of Royal London Asset Management

09-04-2026

KPMG Switzerland appoints new heads for Financial Services and Advisory

09-04-2026

Verium brings in former Goldman Sachs Switzerland head as partner

09-04-2026

VeriPark selected by Queensland Country Bank to support major technology transformation

09-04-2026

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09-04-2026

Analysis-Germany warming to UniCredit on Commerzbank seen bolstering way for European bank deals

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Can synthetic securitisation support economic growth?

09-04-2026

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