News, Comment & Analysis results for Percent

Financial Results
August 12, 2025

AITi Global Gets Within Shouting Distance Of $100 Billion Assets Milestone

One of the largest multi-family offices and non-bank wealth management organizations globally, AITi

Alt Investments
August 7, 2025

Estate Planning In World Of Watch Collecting

Where do collections of objects such as wristwatches sit within estate plans? The author of this

Client Affairs
July 31, 2025

Wealth Managers React As Fed Keeps Rates On Hold

After the US Federal Reserve kept interest rates on hold at 4.25 to 4.50 per cent on Wednesday, its

Financial Results
July 30, 2025

UBS Profits Climb In Q2 2025

Profits at Swiss private bank UBS rose by more than expected in the second quarter of 2025.

Philanthropy
July 16, 2025

Supporting Scholarships As College Costs Surge

How do rising tuition costs and living expenses play into higher education giving strategies? The

Asset Management
July 7, 2025

Index Investing – How To Solve The "Reconstitution" Problem

We talk to Dimensional Fund Advisors about why index investing in the conventional sense raises a

Investment Strategies
July 2, 2025

BlackRock Likes European Fixed Income As Investors Diversify From US Assets

US investment manager BlackRock has released its fixed income outlook for the third quarter of

Alt Investments
June 27, 2025

Private Markets, Direct Investing And Supply Chains – In Conversation With Leon Capital Group

Almost a year on since Leon Capital Group hooked up with New York-headquartered tech platform

WM Market Reports
June 27, 2025

Cross-Border Wealth Rose Strongly In 2024; Organic Growth A Headache – BCG

The "big three" international booking centers of Singapore, Hong Kong and Switzerland clocked up

People Moves
June 24, 2025

Who's Moving Where In Wealth Management? – Percent, MetLife

The latest moves, appointments and personnel changes in North American wealth management.

Comment & Analysis results for Percent