Wealth

| INTRODUCTION Family offices differ significantly from institutional investors, ultra-high-net-worth individuals (UHNWIs), or other wealthy investors. Unlike these groups, family offices often have direct investments in companies they own or partially own, alongside holdings in liquid and illiquid assets, including public equities, fixed income, real estate, private equity, and venture capital.

Despite three years of uncertainty and market volatility (2020-2022) given Covid-19, oil prices swings, inflationary pressures, and the Russia-Ukraine war, 2023 and 2024 have been turnaround years. During 2023-2024, the economy experienced a supply-side economic effect which led to an increase in production of goods and services, expansion of employment

When did humans first begin to compound wealth? No one knows for sure but some of the old forms of money date back to Mesopotamia during the second millennium BC; a clay tablet inscribed Amil-mirra will pay 330 measures of barley to the bearer of the tablet at the harvest

| 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