07/04/2023
ESG and Customer Experience: new study reveals priorities of European banks, wealth and asset managers
Banks and wealth managers in Europe must become increasingly digital.
Comment, Analysis & Research
07/03/2023
96% of UK-based wealth managers expect fine wine investing to increase
It is the leading ‘passion asset’ ahead of watches and luxury handbags
07/03/2023
Lombard Odier survey on women and investing: facing the future with conviction and without compromise
The female clients and business partners who responded to our survey prioritise the management and preservation of their wealth, with a view to eventually transferring it to the next generation.
06/29/2023
Who Will Get Credit Suisse's Access to Swiss SMEs?
The highlights of the club's activities are the regional Prix SVC awarded to selected companies in a particular economic region.
06/29/2023
Global action to enhance cross-border payments − speech by Victoria Cleland
Given at Global Payments Summit in Cape Town
06/28/2023
Generali SME EnterPRIZE, SDA Bocconi research: 51% of Italian SMEs are implementing sustainability plans
Italy shows a significant integration of sustainable principles in business activity
06/28/2023
Vontobel Chairman: «When in Doubt, Hire a Woman»
He conceded these parameters narrow the choice, as candidates with no real affinity with Switzerland would not be considered.
06/28/2023
Transfer pricing post-Brexit: a simpler solution for brokerage firms
In the wake of Brexit, many British headquartered brokerage groups were required to restructure their businesses and transfer pricing arrangements - with mixed results.
06/28/2023
Family feuds ‘no longer among top worries of super-rich’
Early insights into a wide-ranging study by Stonehage Fleming reveal how the attitudes and concerns of ultra-high-net-worth families have changed over five years
06/28/2023
UBS plans to gut Credit Suisse by laying off 35,000 workers after buying the struggling bank in a fire sale
Three months after UBS agreed to buy Credit Suisse in a government-brokered rescue, the full extent of the job cuts is starting to become clear.
06/28/2023
Klaus Biermann: «Those waiting to see at Credit Suisse are living on hope»
UBS mustn't lose any time in the integration and realignment process.
06/27/2023
Where Women's Advancement is and isn't Working
Advancing women is being embraced because, in the many companies that continue to be male-dominated
06/26/2023
Ivan Chang, Regional Head for Institutional Business at Saxo on “True Value for Wealth Managers”
The main challenge is defining what is true “value” in the services sector especially in wealth management, and subsequently attribute the right cost to pay for it.
06/26/2023
Watch now: Sustainable Retrofitting for UK Property
Our latest property event brought together an expert panel featuring Kevin McCloud MBE to discuss how to sustainably retrofit your home
06/26/2023
Retail resilience will be challenged by higher interest rates – EY ITEM Club comments
This will add to the debt service costs of the 2.5mn households exposed to higher mortgage rates during 2023.
06/22/2023
Too much caution kills performance
This is good news for our financial sector as active wealth management and portfolio risk management happen to be in its DNA.
06/22/2023
Bank of England increases interest again: what next?
The BoE is unlikely to clearly signpost how high rates will go at this stage, because the recent rapid pricing is disruptive for UK businesses and homeowners.
06/21/2023
Brown Shipley: Market and Investment Update
Taking stock at the midpoint
06/21/2023
What advisers need to know about the Luxembourg life industry
Its financial sector has ‘never stood still’
06/21/2023
‘Entrenched’ inflation remains at 8.7%, higher than forecast
Core CPI increased in May to 7.1%, the highest it has been in more than 30 years.