Managers of Wealth

Apollo Adds ELTIF to Wealth Product Platform Following CSSF Regulatory Approval

Apollo Clean Transition Equity ELTIF to provide European investors greater access to clean transition investments across private markets

Where bankers can find the largest selection of electric cars and charging stations

The number of electric vehicles on Swiss roads is increasing every year.

VT5 publishes results of the successful offering and announces final details on agenda items for today's extraordinary shareholders meeting

VT5 received support from existing and new shareholders which fully subscribed the offered shares in a bookbuilding process.

Billionaires accumulate more wealth through inheritance than entrepreneurship for first time

The report surveyed, for the second time, UBS billionaire clients around the world on the unique challenges and opportunities they face as stewards of great wealth.

Global wealth management investment survey 2023

This year’s study illustrates how wealth managers globally remain dedicated to delivering excellent client service.

Tracing Wealth in the BVI in Aid of Arbitration: Unravelling the Breach of Fiduciary Duties

A good starting point if the assets have disappeared is to first to investigate the affairs of the possible rogue fiduciary and other closely connected persons.

Ten Investment Convictions for 2024

The historical evidence argues against ruling out a recession, but we do not expect to see a severe US downturn this time.

The Bahamas: A Global Leader In Financial & Trust Services, and Digital Assets

The Bahamas has become one of the most established trust jurisdictions from a legislative and depth of bench of trust professionals worldwide

How to future-proof your family office

Other overheads, such as rent, software licences, cybersecurity and compliance are rising too.

Swiss 10 Million Population Milestone is Rocket Fuel for Real Estate

Before now, strong growth in the population was always backed by a great deal of construction activity.

Transamerica Life Bermuda’s CEO and CCO Outline their Strategies for Refining & Elevating the Proposition

The firm is registered and operates in Bermuda, and has a substantial presence in Singapore and Hong Kong, where they oversee the business globally.

Swiss real estate fund with poor performance

CS real estate fund with hefty book losses

UBP House View - December 2023

Despite all the negative forecasts after 2022, which was a bleak year, risk assets have delivered good-quality returns across most asset classes.

Women's financial resilience, opportunities in industry highlighted at summit

Edward Jones Canada spokespeople offer insights into industry's progress, how much more needs to be done

HSBC: Nearly No Entrepreneurs Reveal Transfer Plans

More than one-third of entrepreneurs worldwide are considering an exit from their business within the next five years.

UBS Sells Jet That Caused Grounding of Ex-CS Chair

The purchase price is unknown.

What should I do with my cash holdings?

Over the long term, balanced portfolios have historically outperformed deposits over most time horizons.

At Credit Suisse in the Mittelland, the ranks are thinning out

Meanwhile, research in the important Mittelland region shows that hardly anyone of the experienced private bankers from the taken over institution remains.

10 million Switzerland: Bonanza for the real estate industry?

Switzerland's population is expected to increase by another million by the mid-2030s.

Swiss property investors enter golden age despite ‘substantial risk’: UBS

Immigration and an ageing population are increasing demand for housing, while supply is not keeping up.

Comment & Analysis