06/20/2023
A recent survey of 300 Swiss high-net-worth individuals (HNWIs) conducted by Lombard Odier, has revealed that the share of investments in private assets is steadily growing in the current market environment.
06/20/2023
The Fed still sees the need to raise rates and expects to keep the rates elevated level for some time.
06/20/2023
The report also notes that just under 10% of climate litigation cases are filed against corporations.
06/19/2023
Racing for the remaining three boats continued, with Team Malizia second through the departure gates as they headed away from The Hague to negotiate the English Channel.
06/16/2023
It might not sound like much but it is practically a merger of equals when you compare it to what is happening at the group level.
06/16/2023
Although India has previously enjoyed the immense wealth generated by family offices, this is beginning to change.
06/16/2023
Those surveyed were also asked about their views on interest rates and inflation at the moment.
06/15/2023
Not only does it bring us greater scale in the US, it also provides significant opportunities to offer our wider private client services to their high net worth and ultra-high net worth family clients.
06/14/2023
Women continue to make great strides in education, labor force participation and career advancement, and they are contributing more to their families’ incomes than ever before.
06/14/2023
Lombard Odier was the first global wealth and asset manager to achieve B Corp Certification in March 2019, with an impact score of 98 points.
06/14/2023
What do you consider to be the single most important aspect of Piguet Galland’s service that ultimately helps its clients sleep well at night?
06/13/2023
Cash versus equity investing discussions dominate amidst ongoing macroeconomic concerns and cost of living crisis
06/13/2023
Canada Life explores the difficulties for EU-connected clients
06/13/2023
For investors, economic crises and dislocated markets historically deliver outperformance, on condition that they can access a broad range of top managers and maintain a consistent, long-term horizon.
06/13/2023
The group will divide the business into a financial consultant model and regional advice model in a restructure of its financial planning arm.
06/13/2023
What generally motivates a family to do an estate plan for the first time or to update an existing plan is a desire to combine peace of mind with a thoughtful and durable plan for the future.
06/13/2023
The CISI has mapped the 13 FSSC future skills against its digital CPD modules. Every one of the 13 skills are addressed in depth.
06/12/2023
Banks accounting for % of the Wealth Management global market in 2021, is projected to value USD million by 2028, growing at a % CAGR in next six years.
06/12/2023
Speaking at Money 20/20 this year, Ian Stuart praised challengers for pushing traditional banks to be better.
06/12/2023
These insights help the business decision-makers to formulate better business plans and make informed decisions to improved profitability.