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Large estates, delayed inheritance and international structures are changing the way wealth is being passed on. For private banking, succession planning is becoming a core strategic task.

Campbell is a systematic investment manager founded in 1972, the very same year UBP began investing in hedge funds, marking a parallel legacy of early innovation in alternative strategies.

In a traditional ‘balanced’ portfolio, equities often account for 50% or less of the allocation. Yet factor analysis reveals that nearly 80% of the risk stems from the equity factor.

A tentative US-Iran ceasefire drove a broad-based rally across rates, credit and risk assets last week, even as US inflation data sent mixed signals. Government bonds rose sharply as falling oil prices eased pressure on central banks.

Auf dem Schweizer Finanzplatz macht sich eine gewisse Nervosität breit. Dem am 27. Mai veröffentlichten Global Wealth Report der Boston Consulting Group (BCG) zufolge hat Hongkong die Schweiz in der globalen Vermögensverwaltung von ihrem Spitzenplatz verdrängt. Eine Premiere.

In May, we anticipated fragmentation of global growth against a backdrop of persistently elevated interest rates and energy prices. That scenario has since materialised with a level of precision that, far from surprising us, reinforces our structural reading of markets.

A stronger-than-expected US jobs report shattered nine weeks of US equity gains, triggering a violent rotation out of semiconductors and forcing markets to reprice the Federal Reserve’s (Fed) policy path higher.

How UBP’s Family Office Solutions helps wealthy families preserve and transmit wealth across generations through governance, investment strategy, and family advisory.

Union Bancaire Privée (UBP) more than doubled its net new money (NNM) in North Asia for 2025 while capturing surging brokerage and wealth planning revenues, North Asia region head and Hong Kong CEO Teresa Lee told Asian Private Banker.

Convertible bonds allow investors to capture AI-driven growth while diversifying the risk associated with hyperscalers in equity indices.

In an environment marked by the return of inflationary tensions, the rise of AI, and the reshaping of geopolitics, Michaël Lok believes that markets are entering a new cycle.

Global equities hit new all-time highs, bonds rallied, and credit tightened, all on the hopes of a US–Iran ceasefire that remains, as yet, unsigned.