Global Finance
DECEMBER 6, 2024
Daniel Wild, chief sustainability officer at J. Safra Sarasin, shares how wealth managers meet clients sustainability goals. Global Finance: How has sustainable investing evolved as an aspect of long-term wealth planning? Daniel Wild: Sustainable investing has become a core component, with the approach becoming increasingly nuanced to reflect clients goals.
CFO Simplified
DECEMBER 6, 2024
There are many elements involved in developing and manufacturing products for a customer. Most of a companys concentrated efforts go to the creation of what theyre going to sell, and with good reason. Because that IS the only purpose of any company: product development. If you dont have something to sell, youre not in business. But creating a great product is only half of the story.
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Global Finance
DECEMBER 6, 2024
Macroeconomic growth raises investment interests. After a brutal 2022-2023, which saw economic activity impacted by COVID-19, Russias invasion of Ukraine, and Germanys downturn, 2023-2024 has seen a recovery in Central and Eastern Europe (CEE) and Southeastern Europe (SEE). As a consequence, consumers are spending and investing more. Our economies are steadily adjusting to evolving global dynamics, said Beata Javorcik, the chief economist of the European Bank for Reconstruction and Development (
Barry Ritholtz
DECEMBER 6, 2024
This week, we speak with David Roux , Executive Chairman of BayPine , a private equity firm focused on digital transformation. Previously he co-founded Silver Lake Partners and served as the chairman and co-CEO. David has also held leadership positions at Oracle, Central Point and Lotus Development. He currently serves on the boards of Bristol Seafoods and The Institute for Health Metrics and Evaluation at the University of Washington.
Speaker: Frank Taliano
Document-heavy workflows slow down productivity, bury institutional knowledge, and drain resources. But with the right AI implementation, these inefficiencies become opportunities for transformation. So how do you identify where to start and how to succeed? Learn how to develop a clear, practical roadmap for leveraging AI to streamline processes, automate knowledge work, and unlock real operational gains.
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Global Finance
DECEMBER 6, 2024
Private banks benefit from a demographic shift. Private banking in the Middle East continues to thrive, outpacing most other global regions; and the prospects remain positive in dedicated banking and wealth management despite increased geopolitical risk in the area. Boosted by solid economic and business growth in key countries, including Saudi Arabia, the United Arab Emirates (UAE), and Qatar, the number of high net worth individuals (HNWIs) and ultrahigh net worth individuals (UHNWIs) continue
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Global Finance
DECEMBER 6, 2024
Peru boasts a solid economy, rich mineral reserves, and investment opportunities, despite political unrest. Peru is often synonymous with its tourist attractions like Machu Picchu or the Nazca Lines. However, political turmoil is also common in a country that has had six presidents in the past eight years. Beneath the surface, lies a reasonably stable economy, rich in mineral reserves and in a prime geographical location, connecting the Americas, the Pacific and, crucially, China.
Nerd's Eye View
DECEMBER 6, 2024
Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that President-elect Trump plans to nominate former Securities and Exchange Commission (SEC) Commissioner Paul Atkins as the next SEC chair, replacing Gary Gensler. Atkins' previous time on the commission and more recent statements suggest that he will take a more circumspect approach to financial regulation compared to Gensler and could look to limit disclosure requirements (i
Global Finance
DECEMBER 6, 2024
David Frame, CEO of J.P. Morgan US Private Bank, discusses navigating rising rates, global tensions, and technological transformation. Global Finance: What are high- and ultra-high-net-worth investors main concerns going into 2025? David Frame: These investors are navigating a complex landscape. The global economy is transitioning to an era marked by higher growth, increased capital investment, and elevated interest rates.
Global Finance
DECEMBER 6, 2024
Banking app adoption rises by more than 50% in some markets. Banking in Central America and the Caribbean continues consolidating, with a mix of de-risking and record profits. With the emergence of neobanks posing a challenge, traditional brick-and-mortar institutions are offering more services. Many, such as El Salvadors newest bank, Banco Integral, as well as Lafise in Nicaragua and Panama, are focused on small and midsize enterprises (SMEs).
Speaker: Claire Grosjean
Finance teams are drowning in data—but is it actually helping them spend smarter? Without the right approach, excess spending, inefficiencies, and missed opportunities continue to drain profitability. While analytics offers powerful insights, financial intelligence requires more than just numbers—it takes the right blend of automation, strategy, and human expertise.
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Global Finance
DECEMBER 6, 2024
Market gains spread the wealth. The private banking landscape in Latin America is experiencing significant growth and transformation. The rising number of middle-class investors has led to an increase in the number of private banking clients. However, it has also decreased the total share of assets under management (AUM) for private banks. At the same time, the region has seen a surge in family wealth and the establishment of family offices, driven by market gains and economic improvement.
Global Finance
DECEMBER 6, 2024
Assets see significant growth. After a year that can be described as challenging for US regional banks, with the failures of Silicon Valley Bank, First Republic Bank, and Signature Bank early in 2023, profitability growth has returned to many of the sectors banks that survived that dark period. Buoyed by an improving monetary environment, increased dealmaking activity, and a better-than-expected business climate, due to a resilient US economy, our winners this year showed the importance of regio
Global Finance
DECEMBER 6, 2024
Offshore investments become a hedge against currency volatility. Wealth preservation and growth in Africa are highly challenging. The affluent know this too well, especially given the recent macroeconomic environment. High inflation, currency volatility, and foreign exchange scarcity have eroded wealth and significantly contributed to a decline in net worth for many people.
Global Finance
DECEMBER 6, 2024
Private banks benefit from a demographic shift. Private banking in the Middle East continues to thrive, outpacing most other global regions; and the prospects remain positive in dedicated banking and wealth management despite increased geopolitical risk in the area. Boosted by solid economic and business growth in key countries, including Saudi Arabia, the United Arab Emirates (UAE), and Qatar, the number of high net worth individuals (HNWIs) and ultrahigh net worth individuals (UHNWIs) continue
Speaker: David Worrell, CFO, Author & Speaker
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
Global Finance
DECEMBER 6, 2024
Private banks increase their technology investments to improve their high-touch offerings for the wealthy. A quick look at global investment performance in 2024 proves the trend that the rich are getting richer. Their preferences for wealth management are also becoming more individualized and sophisticated. On the other side of the equation are the global private banks, which see the current mixture of massive wealth generation and increasingly complex demands as a generational opportunity.
Global Finance
DECEMBER 6, 2024
A booming economy brings many new clients to the largest private banks. Buoyed by widespread expectations of a better monetary environment ahead and a US economy that refuses to fall into recession, North American private banks saw proceeds, particularly from investment banking, return to the growth trajectory of the past decade. Against this backdrop, the industrys assets under management received a notable boost, as did new customer inflows, tightening the race between the regions largest bank
Global Finance
DECEMBER 6, 2024
Greater competition drives more personalization. Amid an improving monetary landscape and enhanced investment banking opportunities, many of Western Europes leading private banks are witnessing a strong resurgence in assets under management and profitability growth. Yet, despite these positive trends, the region faces significant geopolitical and long-term economic risks that make achieving industry excellence more complex.
Global Finance
DECEMBER 6, 2024
Private banks expand offerings to meet changing client demands. For 10 consecutive years, Global Finance has recognized the leaders and visionaries in the private banking industry through our Worlds Best Private Banks awards. While private bankings core mission of managing the worlds fortunes with a focus on the long-term, intergenerational aspect of wealth planning has remained unchanged throughout this journey, the same cannot be said about the industrys offerings, which have grown immensely m
Speaker: Dave Sackett
Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.
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