MV.Health | MysteryVibe’s Post

Our latest UBS Global Family Office Report is out and offers some highly interesting insights from Global Family Offices around the world. Strategic asset allocations for 2023 show material shifts, as portfolios adjust for a world of moderating inflation and declining policy rates. Learn more about the activities of the world's largest family offices in the UBS Global Family Office Report 2024. https://lnkd.in/ds5gpJ7n #GFO2024 #ShareUBS https://lnkd.in/d72pUfDZ

FAMILY OFFICE MATTERS A wealthy family needs a family/investment office for several reasons: 1) comprehensive wealth management services tailored to the specific needs of the family. It helps manage and preserve the family's assets, including investments, real estate, and other financial holdings. 2) personalized financial planning and advisory services. It helps the family set financial goals, develop investment strategies, and make informed decisions about wealth preservation, tax planning, estate planning, and philanthropic activities. 3) acts as a central hub, consolidating and coordinating all financial affairs. It streamlines the management of various assets, simplifies reporting, and ensures effective communication and coordination among different advisors, professionals, and family members. 4) helps establish and implement family governance structures and processes. It facilitates communication, decision-making, and conflict resolution among family members. It also assists in succession planning, ensuring a smooth transition of wealth and leadership to the next generation. 5) offers personalized and customized services to meet the unique needs and preferences of the family. It provides access to a team of professionals with expertise in various areas, such as investment management, tax planning, legal matters, philanthropy, and lifestyle services. Overall, a UHNW family office offers a comprehensive and integrated approach to managing the complex financial affairs of wealthy families, providing them with peace of mind, expert guidance, and customized solutions to meet their specific needs and goals. let's talk about: antonio.piras@legacy-cam.ch

UBS released it‘s most comprehensive and largest Global Family Office report today. Strategic asset allocations for 2023 show material shifts, as portfolios adjust for a world of moderating inflation and declining policy rates. Learn more about the activities of the world's largest family offices in the UBS Global Family Office Report 2024. https://lnkd.in/dj8v6E5x #GFO2024 #ShareUBS

🔍 UBS Strengthens Its Footing Before Eyeing Expansion UBS CEO Sergio Ermotti has underscored the importance of boosting profitability in the U.S. ahead of any acquisition plans. While their Americas unit saw a promising 9% increase in revenue, profit margins still trail behind major competitors. With a target to achieve mid-teens profit margins by 2026, UBS continues to recruit talent, despite a dip in headcount, and impressively amassed $8 billion in net new assets last quarter. Running a financial service firm is a lot like playing chess—knowing the strategic moves to make today for future wins. UBS’s decision to prioritize internal performance over immediate expansion echoes this wisdom. 🤔 How do you evaluate when it’s the right time to expand your business or focus inward?  #UBS  #FinancialStrategy  #WealthManagement  #BusinessGrowth  #StrategicPlanning

Goldman Sachs is expected to release its next quarterly earnings report soon. Analysts are anticipating a mixed performance due to various economic factors. The bank's revenue might be impacted by market volatility and changes in interest rates, but its investment banking and asset management divisions could show resilience. Additionally, any updates on cost-cutting measures and strategic initiatives will be closely watched by investors (source: MSN).

Attention finance professionals and investors on #LinkedIn! 🏦 As the ASX 200 banking sector gears up for the upcoming earnings announcements, UBS has shared a cautious yet nuanced outlook. 📉 In an environment of competitive challenges that are affecting net interest margins, a selective approach is recommended. While profitability margins are facing pressure across the board, UBS findings suggest not all banks will be impacted equally. 📊 Specifically, #Macquarie and #ANZ are highlighted for their distinctive approaches. Macquarie’s diversified operations and ANZ’s strategic acquisitions differentiate them, hinting at potential resilience amidst the sector's squeeze. 💼 Valuation metrics, particularly P/E ratios, are crucial in forecasting where these banks stand as we approach reporting season. UBS’s analysis offers a roadmap for investors looking to navigate bank investments wisely. 🔍 Read the full report for deeper insights and to fine-tune your investment strategy ➡️ https://lnkd.in/gHNS7Nz6 #Finance #Banking #Investing #EarningsSeason #StockMarket #ASX200 #FinancialAnalysis

Strategic asset allocations for 2023 show material shifts, as portfolios adjust for a world of moderating inflation and declining policy rates. Learn more about the activities of the world's largest family offices in the UBS Global Family Office Report 2024. https://lnkd.in/gCcAjGsM #shareUBS

Strategic asset allocations for 2023 show material shifts, as portfolios adjust for a world of moderating inflation and declining policy rates. Learn more about the activities of the world's largest family offices in the UBS Global Family Office Report 2024: http://from.ubs/6041YkPax #GFO2024 #shareUBS

What are Global family offices thinking about and what shifts are they planning in their strategic asset allocation? 💡 Find out in the world’s most comprehensive study of its kind: UBS Global Family Office Report (🔗 to full report in the comments) 𝐅𝐔𝐍 𝐅𝐀𝐂𝐓𝐒: 👇🏼 1️⃣ Only 12% of the family offices surveyed are from the US with 33% in the Asia-Pacific, 25% in Europe & 9% in Middle East. 2️⃣ More than 1/2 the 320 family offices surveyed are 1st generation. 3️⃣ Climate change has become their 2nd biggest concern for the next 5 years, a significant shift from last year’s report, which didn’t even mention the word “climate”! 4️⃣ Their average net worth is at $2.6 bn, with a combined total $608bn. At Family Office List, we are dedicated to continuous research and sharing insights like these. We hope you find the report on the activities of the world’s largest family offices both informative and engaging. What trends or findings surprised you the most? We’d love to hear your thoughts! 🤗 #FamilyOffices #FamilyOfficeList #FamilyOfficeInsights #WealthManagement #InvestmentTrends #AssetAllocation #GlobalEconomy #ClimateChange #MarketTrends #FamilyOfficeResearch #FamilyOfficeCommunity

Goldman Sachs Set to Report Fourth-Quarter Earnings Amid Rebound in Wall Street Activity Goldman Sachs is set to report its fourth-quarter earnings before the market opens on Wednesday, January 15. The firm has been buoyed by a strong performance in investment banking and trading, as Wall Street deals have experienced a notable rebound in recent months. For More Details: https://shorturl.at/lP9mX #GoldmanSachs #WallStreetActivity #thecioworld