EFG International has reported revenue-generating assets under management (AUM) of SFr196.3bn ($240.73bn) at the end of June 2026, representing a 21% increase from a year earlier. Net profit for the first half was SFr184.6m, up 5% from the H1 2025 and 13% from H2 2025, excluding exceptional items recorded in 2025. Net new assets totalled SFr5.7bn over…
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Earnings quadrupled on paper, but an analyst calls that an “illusory” performance propped up by unrealized gains from equity investments.
Global mobility is no longer a niche concern reserved for a small subset of internationally minded families. Instead, it’s become a central pillar of modern wealth planning, particularly among ultra-high-net-worth (UHNW) individuals seeking flexibility, security and long-term resilience. As geopolitical and economic uncertainty persists, advisors must understand how mobility strategies are evolving and how they…
Bruce Gehrke (pictured top), senior director of wealth and lending intelligence at JD Power, said while he doesn’t see the 30% number as a crisis yet, it is worth keeping an eye on. “When you ask that question in the realm of consumer research, you’re getting an emotional response,” Gehrke told Mortgage Professional America. “Is…
23 July 2026 ECB unveils ten shortlisted design proposals for next series of euro banknotes Europeans invited to have their say in online survey open until 21 September Governing Council expected to select one design proposal around the end of the year The European Central Bank (ECB) today unveiled the shortlisted design proposals for the…
Welcome to post-Iran-War 2026. The only real relief for bonds since then was seen in June when there was hope that the war was over or at least winding down. Gas prices are back to multi-year highs. Inflation fears are back at the forefront. Even the ECB is flagging rate hike risks that could play…
Assessing personal and family complexity in wealth advising
“But buyers should remember that desirable, move-in ready homes can still be competitive because many people don’t want to take on renovation costs while mortgage payments are high.” The median sale price reached $408,795 for the period, a 2.5% annual gain, while the median monthly mortgage payment sat at $2,618 at a 6.55% rate. Some 20.2%…
San Francisco’s median home-sale price dropped to a low of $625,000 in the aftermath of the Great Recession; since then, it has risen over $1 million to more than $1.7 million. The tech industry and recent AI boom have helped propel home prices, enriching homeowners while making America’s most expensive housing market even less affordable…