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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.

Global equities rose 1.2%, supported by progress on the US–Iran agreement and lower oil prices.

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.

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.