12/11/2023
The report surveyed, for the second time, UBS billionaire clients around the world on the unique challenges and opportunities they face as stewards of great wealth.
12/07/2023
The historical evidence argues against ruling out a recession, but we do not expect to see a severe US downturn this time.
12/07/2023
Other overheads, such as rent, software licences, cybersecurity and compliance are rising too.
12/07/2023
As a result, share buybacks will be considered should the deleveraging of the business continue as planned.
12/07/2023
IQ-EQ has seen first-hand how clients can be impacted by such breaches, including a recent incident where an insurance distributor operating in the UK and EU sustained a data breach caused by ransomware.
12/06/2023
Over the long term, balanced portfolios have historically outperformed deposits over most time horizons.
12/06/2023
Meanwhile, research in the important Mittelland region shows that hardly anyone of the experienced private bankers from the taken over institution remains.
12/06/2023
Switzerland's population is expected to increase by another million by the mid-2030s.
12/06/2023
Immigration and an ageing population are increasing demand for housing, while supply is not keeping up.
12/05/2023
As more and more long-serving managers hang up their spreadsheets, DFMs and wealth managers surmise what the future
12/05/2023
Family offices plan to increase allocation to private markets as they seek greater diversification and higher return expectations, according to a new report
12/05/2023
The travel sector again performed strongly in November
12/04/2023
Views on employment have decreased while pressures on prices have eased.
12/04/2023
Some 73 per cent of the region’s banks are trading below book value
12/01/2023
As professional advisors, we continue to adopt and adapt to support clients on their wealth journey.
12/01/2023
The 3Ds of decarbonisation, demographics and deglobalisation are forcing investors to recalibrate their view of the world.
12/01/2023
This compared to an exceptionally strong performance in the prior-year period where the net trading result significantly overcompensated for reduced client demand.
12/01/2023
The study aimed to better understand the role of women in ‘the great wealth transfer,’ which refers to the passing of wealth from baby boomers to their children and grandchildren.
12/01/2023
Given at Leeds Business School, Leeds
11/30/2023
Specifically, impact investing aims to generate a financial return while also producing positive, measurable effects on the environment and/or society.