12/11/2023
Hermes creates Europe’s biggest family fortune after spurning LVMH
Arnault told Puech, the family patriarch at rival Hermes, that his company had amassed shares in the maker of the iconic Kelly and Birkin bags.
Comment, Analysis & Research
12/11/2023
Billionaires accumulate more wealth through inheritance than entrepreneurship for first time
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
Ten Investment Convictions for 2024
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
How to future-proof your family office
Other overheads, such as rent, software licences, cybersecurity and compliance are rising too.
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