Wealth

| INTRODUCTION Measuring the absolute and relative risk among peers is essential to making risk in banks transparent for stakeholders. Further, a bank’s performance against articulated goals, such as those provided in a Risk Appetite Statement (RAS), is not always aligned with public perception. This article explains how an AI-driven

As investors navigated the heavy fog of uncertainties including inflationary pressures, geopolitical tensions, two ongoing wars and recession risks, 2023 was a resilient year with positive economic growth, solid consumer demand, strong labor conditions and record equity market returns across developed markets. The US, the world’s largest economy, was

In line with our view that the US economy will expand in 2024, albeit at a slower pace, the backdrop for mega-cap information technology stocks remains positive, while defensive and cyclical stocks also warrant a mention. We spoke to Mathieu Racheter, Julius Baer Head of Equity Strategy, who outlines his

As the financial landscape evolves and market dynamics shifts, investors are constantly on the lookout for the next set of stocks that could deliver exceptional returns. While predicting the future with certainty is impossible, with thorough fundamental analysis and deep MegaTrends insight, we identify a set of companies with promising

Secondary transactions involve the buying and selling of existing investor stakes in privately held companies. This provides an opportunity for existing shareholders to achieve liquidity, an option that would otherwise not be available. Unlike the more traditional secondary markets that primarily deal with public securities, in the context of venture

First generation families who are in the process of building a family office often receive the same piece of conventional wisdom: that family wealth passes from “shirtsleeves to shirtsleeves in three generations.” A punchier version is also frequently quoted : “Generation one makes it, Generation two spends it, Generation three blows