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Comment, Analysis & Research

08/15/2022

JPMorgan CEO Jamie Dimon told wealthy clients there's a chance the US is heading into 'something worse' than a recession, report says

The categorization is an apparent downgrade from Dimon's previous comments in June when he warned of an "economic hurricane.

08/12/2022

Ultra-wealthy investors are pouring their money back into stocks, according to elite Tiger 21 membership club

Members of Tiger 21—a membership network for ultra-high net worth entrepreneurs, investors and executives—are pivoting toward stocks despite concerns about the shape of the economy.

08/11/2022

US inflation heading in right direction, but rate hikes still on the cards

It may be too early to declare victory yet as much of it will depend on the outlook for energy costs, but this is very much a step in the right direction.

08/10/2022

Inflation slowed in July, showing Fed's rate hikes are working

"Other prices — including prices of online goods and airline fares — dropped in July and consumers report they expect lower inflation in the months ahead, which are all signs of a potential turnaround in the inflation picture."

08/09/2022

UBS launches new client initiative providing access to the Small Business Administration's Paycheck Protection Program

UBS has currently made over 2,200 referrals of PPP loans to date, which represents over $1 billion of loans.

08/05/2022

More than numbers: Why asset management firms are on the move

The financial considerations are powerful enough — and fairly straightforward.

08/04/2022

US-China tensions over Taiwan – our current scenarios

US House Speaker Nancy Pelosi’s visit to Taiwan and China’s aggressive responses compel us to put forward our medium-term scenarios for the US-China relations and the stability of the Taiwan Strait.

07/29/2022

US recession risk remains as Fed seeks to tame inflation

After its latest rate rise, the Federal Reserve has signalled the pace of hikes could slow.

07/29/2022

USA – land of the not so ESG?

This all comes off the back of US states also looking to stem divestment from fossil fuel industries.

07/27/2022

Should US banks be moving to next-generation core banking platforms?

Most banks will need to view their systems strategically and technically to decide their path forward.

07/26/2022

Three HNW Business Development Coaching Models

For most professionals, the attraction of working with the wealthy is manifold.

07/25/2022

Generation Z are More Conservative Investors Than You May Think - Data from Financial Platforms Moomoo and Futubull Shows

Male and female investors* show similar investing patterns, with investments comprise mainly stocks (85%-92%), followed by funds.

07/18/2022

Canada’s impact-focused institutional investors need more transparency, finds study

ESG integration seen as ideal approach, but concerns over data and greenwashing persist

07/18/2022

BlackRock to delay senior hires as AUM drops to $8.5tn

The asset manager recorded net inflows, but saw its assets under management drop to $8.5tn, while quarterly income slumped 30% year-on-year.

07/15/2022

Against inflation with Chanel handbags

The global financial markets are currently being shaken up as a result of the rapid increase in inflation.

07/13/2022

More Than Half of Black Employees Say the Pandemic Caused Them to Re-Evaluate What Matters Most Financially

Lincoln Financial Group research also finds Black Americans are the most likely demographic to prioritize financial goal setting, prompting tips to help build wealth

07/13/2022

Luxury Institute: Evolving Values and Priorities of Ultra-High-Net-Worth Families

The Luxury Institute acknowledges its gratitude to the UHNW Institute and its members who contributed to this research.

07/13/2022

RBC Wealth Management - U.S. survey reveals wealthy Millennials think regularly about their financial futures

The survey of 1,000 high-net-worth (HNW) Millennials found that 84% think frequently about their financial security, but many are unsure of what they need to do to attain it.

07/12/2022

Why banks are failing millions in America

Many also avoid traditional banking because of distrust for financial institutions.

07/11/2022

Billionaires Can’t Get Enough of Private Equity

The ultra-wealthy are stepping up as pension funds and endowments reach their limits.

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