insights.

Managing Partner Xavier Bonna shares his vision for private banking, focussing on sustainability, AI and tech, and holistic, multigenerational wealth management.

After the rebound in US equities, we examine how trade agreements and improving investor sentiment impacts the outlook for US assets. 

Three key charts for May 2025 highlight how shifting macroeconomic conditions are shaping equity positioning, accelerating the strategic role of private assets, and driving long-term investment opportunities linked to electrification.

Gold prices are volatile, but the precious metal still plays an important diversification role in portfolios. We examine its historical performance alongside that of other alternative havens. 

Preparing for your retirement is not just a matter of calculating your pension and setting a departure date: a strategic approach is needed. This transition, often an international one, affects a range of issues: personal, professional, wealth and tax. Is your wealth aligned with this next chapter?

Despite Trump’s climate rollback, global momentum for clean energy and sustainable growth continues to accelerate, driven by innovation and economics. We examine what’s driving the shift forward.

We look at the impact of higher policy uncertainty on implied equity risk premia (ERP), or the extra return investors expect for owning stocks rather than bonds.

AI can accelerate the transition to a sustainable future. Discover how artist Sofia Crespo is using technology to reconnect us with nature and rethink our relationship with it.