News, Comment & Analysis results for Percent
Schwab’s Midyear Priorities: Lending, AI, UHNW Clients, Crypto
Our US correspondent Charles Paikert attended the Schwab Advisor Services Midyear Media Roundtable
Huge Valuation Gap Holding Up AlTi Global Sale
Our US correspondent takes a deep dive into developments at AlTi Global – or AlTi Tiedemann –
Markets Take The Escalator Up, But The Elevator Down
At the 2026 Family Wealth Report Investment Forum, prominent wealth management figure Neil Nisker
UBS, Swiss Banking Industry Remain Unhappy Over Proposed Capital Rules
Although lawmakers in Berne have adjusted planned capital rules that the bank sector has welcomed,
Managing Investor Reactions In Down Markets: A Framework For Tough Conversations
In down[ward] markets, communication becomes part of the investment process. Managers who handle
Strategy Trumps Performance: Evolution Of Portfolio Construction For Family Offices
The ways that investment portfolios are put together is changing as changing markets and a wider
Liechtenstein Court Decision Is Wake-Up Call For Baby Boomers, Wealth Managers
A recent court case concerning a small European financial center raises questions on how robust
Equity for Advisors “No Longer Optional” If RIA Sellers Want Premium Valuation – Report
In understanding the gap between firms that create a premium on their valuation and those that
JP Morgan Private Bank Highlights Singapore Equity Market Benefits
Weiheng Chen, global investment strategist at JP Morgan Private Bank, explores how the Singapore
US Remained Largest Art Market In 2025 – Art Basel, UBS Report 2026
The tenth edition of "The Art Basel and UBS Global Art Market Report 2026", authored by Dr Clare