Managers of Wealth

ZKB adapts organization in the Swiss Stocks team

Wimmersberger, who has been deputy manager of the two strategies since August 2022, brings around 20 years of investment experience, particularly in the Swiss small & Mid caps with.

Supporting many of the world’s leading families and wealth creators across generations and geographies

Sportspeople benefit from holistic family office approach

Help Wealthy Clients Pass on Philanthropic Values to Their Children

It’s time to have uncomfortable conversations; advisors must step up.

Is there a value opportunity in wealth managers?

The Analyst: Robin Hardy assesses the value opportunity for investors in wealth management and platforms

Waystone goes live with Milestone Group’s oversight platform

The new platform acts as a comprehensive NAV oversight and validation tool across Waystone Management UK’s portfolio of ACD clients

Churchill Asset Management Named A Best Place to Work in Money Management for the Third Consecutive Year by Pensions & Investments

Churchill employee responses highlighted the firm’s highly inclusive culture, learning and development programs, empowering management team and volunteer opportunities, among other strengths.

HSBC looks to mergers to expand footprint, serve wealthy customers in Asia, bank chief says

The lender’s Asia-Pacific head said its acquisitions, including that of Citigroup’s unit, signal HSBC expansion’s in wealth management, family businesses

Where the quality of life is even higher than in Zurich

The city is known for its rich history, impressive architecture and lively cultural scene, writes Mercer.

Abu Dhabi World's Newest Tax Haven for Billionaires

The availability of visas and passports is also convincing some HNW individuals to take advantage of the eligibility for long-term residency.

UBS Real Estate Costs Jump After CS Takeover

The British business newspaper makes reference to a report submitted on Friday to the US Securities and Exchange Commission.

Hermes creates Europe’s biggest family fortune after spurning LVMH

Arnault told Puech, the family patriarch at rival Hermes, that his company had amassed shares in the maker of the iconic Kelly and Birkin bags.

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.

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