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Comment, Analysis & Research

09/01/2022

Junior bankers are jumping ship from Goldman Sachs over complaints of late nights, paltry bonuses, and feeling 'unappreciated'

The analysts and associates were members of the ultra-elite Wall Street bank's healthcare investment-banking team, and represented about one sixth of the team's junior workforce in New York.

08/30/2022

It’s People, Not Simply Assets, Behind the ‘Great Wealth Transfer’

If you understand the people caught up in the 'Great Wealth Transfer'—if you align your outreach with their habits and goals—you can position yourself to grow with them in the years to come.

08/30/2022

Research Reveals Top Considerations and Concerns for Middle Market Business Transitions

Fifth Third Private Bank, National Center for the Middle Market Announce Business Owner Transition Research

08/26/2022

Rich men like Jeff Bezos to Sergey Brin leave their wealth in the hands of women

Brin's family office, Bayshore Global, named 35-year-old Goldman Sachs alum Marie Young as chief investment officer in January.

08/24/2022

$75m superyacht linked to Russian steel billionaire auctioned off in Gibraltar

The vessel was seized in March under sanctions imposed on Moscow over the war in Ukraine

08/24/2022

Three-quarters of Wall Street’s junior bankers want to quit their jobs: survey

Indeed, 86% of junior bankers said they had to take days off due to the stress of their grueling responsibilities.

08/19/2022

In Spite of Everything, Asset Managers Are Still on a Hiring Binge

Private markets are the most active aus the largest managers build teams to reach high-net-worth investors.

08/19/2022

Younger investors want to retire earlier with guaranteed income

But are their expectations realistic and are the right products available for them to achieve their goals?

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.

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