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

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.

Dans un portefeuille “équilibré” traditionnel, les actions pèsent souvent 50% ou moins de l’allocation. Pourtant, l’analyse par facteurs révèle que près de 80% du risque vient du facteur actions.

Léger émoi sur la place financière suisse. Selon le dernier Global Wealth Report du Boston Consulting Group (BCG) publié le 27 mai dernier, Hong Kong détrônerait la Suisse dans la gestion de fortune mondiale. Une première.

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.