Perspectives podcast: Ein Gespräch mit unserem Head of Private Banking, Zürich
In der neuesten Folge unseres Perspectives Podcasts besprechen Laura Künlen und Andreas Feller, Head Private Banking Zürich, die Stereotypen rund um Vermögensverwalter, die Entwicklung des Finanzplatzes Schweiz und die Gründe, warum dieser Status voraussichtlich fortbestehen wird.
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Asset Management: Monthly Macro Insights - December 2023
Market Commentary
Economic growth in advanced economies has been very weak in Q3-23, but the US was the notable exception, giving the impression the global economy remained resilient. Are we on a path of ‘immaculate disinflation’, or is the fall in inflation increasingly the reflection of a deteriorating economy?
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Perspectives podcast: Too good to be true?
Market Perspective
How is the economy faring? How can we experience both falling inflation and improved growth? And are we at the end of the interest rate cycle?
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Economic crisis and resolution
Market Perspective
With elections in the US and UK on the horizon, plus the risk of recession, there are many reasons for investors to stay out of the market. But by waiting to board the train, do investors risk missing it altogether?
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Minimsing the effect of inheritance tax
Insights
After spending a lifetime successfully building your wealth, inheritance tax (IHT) can cause a significant amount to be taken by the taxman. In this article we examine how IHT works, the tax rates charged and what steps families can take to reduce its impact.
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Monatlicher Marktrückblick: November 2023
Publications
Globale Aktien legten im November um 9.2% (in USD) zu. Auch globale Staatsanleihen zogen um 3.0% (in USD, gesichert) an.
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Finding a mortgage with complex income
Insights
Taking out a mortgage on the high street may be difficult if you have complex income, here’s how our specialist lenders can help you.