Traditional approaches to risk management, such as diversifying portfolios, have been severely tested by more than 10 years of zero/negative interest rates when inflation is taken into account. What to do when bonds no longer provide "ballast" in a portfolio?
Global household wealth has proven remarkably resilient in the wake of the pandemic, showing a small increase in total wealth to the end of June. However, there are plenty of regional winners and losers in the details of Credit Suisse's annual report.
One of the senior figures at the Swiss firm talked to this news service about positioning around the UK's trade relations with the continent, as well as coping with COVID-19, and merger and acquisitions.
Harnessing insights from behavioural finance, and drawing ideas from sports and other fields, a transatlantic consultancy and analytics firm argues that it is possible to delve into what produces consistent market-beating returns.
Sergio Ermotti, who is handing over to new CEO Ralph Hamers at the end of this month, is able to sign off with a strong set of results for the third quarter, driven by wealth management and investment banking results in particular.
A US wealth management firm has produced a major White Paper which scrutinises the mass of risks family offices face, and examines how well, or not, these organisations fare in tackling hazards such as cyberhackers, rogue staff, business disruptions and reputational damage.
A business such as Calastone has a front-row seat seeing what investors are doing with their money, because its network processes the fund-buying and selling flows which form part of the financial “plumbing”...
We gather developments and commentary in and around the ESG investment space. ...
The joint venture by the Swiss and Thailand banks is an example of the kind of joint ventures that a number of Western private banks have inked with local Asian players over recent years. ...
Traditional approaches to risk management, such as diversifying portfolios, have been severely tested by more than 10 years of zero/negative interest rates when inflation is taken into account. What to do when b...
Firms may have congratulated themselves on how they've shifted to working from home, but there have been challenges such as protecting a firm's reputation when colleagues cannot interact with clients as much as ...
There is money to be made in the alternative credit markets while more conventional ones face headwinds, the author of this article at a European family office explains. ...
What steps should family offices take to protect cybersecurity at a time when family and non-family members are working from home? Coping with a biological virus can actually increase the risks of falling victim...
This publication has brought out a new edition of a report about The Bahamas, in partnership with The Bahamas Financial Services Board. ...
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This publication is starting a new series, regularly examining the activities of single family offices outside the US. The material, with a peerless level of detail, comes from Highworth Research, the UK-based o...
It may be a speculative story at this stage, but a recent report, quoting unnamed sources, saying that the heads of UBS and Credit Suisse were considering a possible merger has been one of the most-read articles...