12/07/2023
How to future-proof your family office
Other overheads, such as rent, software licences, cybersecurity and compliance are rising too.
Comment, Analysis & Research
12/07/2023
BAT's £25bn write-down will flatter future results
As a result, share buybacks will be considered should the deleveraging of the business continue as planned.
12/07/2023
Insurance providers, tackle cybersecurity breaches with confidence
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
What should I do with my cash holdings?
Over the long term, balanced portfolios have historically outperformed deposits over most time horizons.
12/06/2023
At Credit Suisse in the Mittelland, the ranks are thinning out
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
10 million Switzerland: Bonanza for the real estate industry?
Switzerland's population is expected to increase by another million by the mid-2030s.
12/06/2023
Swiss property investors enter golden age despite ‘substantial risk’: UBS
Immigration and an ageing population are increasing demand for housing, while supply is not keeping up.
12/05/2023
Guardians of the galaxy: What does the future of asset management look like?
As more and more long-serving managers hang up their spreadsheets, DFMs and wealth managers surmise what the future
12/05/2023
Private markets remain key to family office strategy despite dip in returns
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
Consumer spending bounced back in November as seasonal shopping boosted retail and travel
The travel sector again performed strongly in November
12/04/2023
Business sentiment in manufacturing improving in Europe from depressed levels
Views on employment have decreased while pressures on prices have eased.
12/04/2023
How to exorcise Europe’s zombie banks
Some 73 per cent of the region’s banks are trading below book value
12/01/2023
How women are managing family wealth
As professional advisors, we continue to adopt and adapt to support clients on their wealth journey.
12/01/2023
Schroders Crystal Ball 2024 Investment Outlook: Megatrends are forcing investors to change their view of the world
The 3Ds of decarbonisation, demographics and deglobalisation are forcing investors to recalibrate their view of the world.
12/01/2023
Leonteq revises its outlook and provides business update
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
Women not concerned by gender when picking an adviser
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
Are we there yet? A journey into monetary policy and medium-term factors − speech by Megan Greene
Given at Leeds Business School, Leeds
11/30/2023
Impact investing: a promising opportunity for the future
Specifically, impact investing aims to generate a financial return while also producing positive, measurable effects on the environment and/or society.
11/30/2023
Outlook 2024: Rate cuts at last
The ‘neutral’ level of interest rates for central banks – one that neither drives nor restrains growth – may now be higher.
11/30/2023
Evelyn Partners and LucaNet Join Forces to Streamline Financial Reporting and Drive Digital Transformation
Ireland has long proved itself as a nation at the forefront of Europe’s business culture and able to deliver services for organisations on a global scale.