07/22/2025
The agreement comes at an important time for UBS as the Swiss group continues to integrate the businesses of Credit Suisse, its former Swiss banking rival, after the two firms merged in July last year.
07/22/2025
This media release and other communications to investors contain certain financial measures of historical and future performance and financial position that are not defined or specified by IFRS.
07/22/2025
The Directors of the Company accept responsibility for the contents of this announcement.
07/22/2025
The next decade will witness one of the largest intergenerational wealth transfers in history, with UK baby boomers expected to pass down approximately £1.2 trillion to younger generations.
07/22/2025
Entrepreneurs need business and investment support, including highly skilled portfolio management, but private banks can also help establish key connections within the peer group
07/22/2025
Rated PR2, or medium-to-low risk, it had an annualized profit target of 4.2 percent. Due to mature in December next year, it was liquidated just seven months after launch.
07/22/2025
The upgrade in forecasts follows another successful year where the income delivered came in ahead of estimates.
07/22/2025
The partnership also positions UBS to benefit from the next-generation capabilities on LSEG Workspace.
07/21/2025
The firm won the 2025 Best of Baton Rouge Gold Award for Best Wealth Management.
07/21/2025
When selecting CaixaBank as Best Bank for Consumers in both Spain and Europe, the British publication's jury highlighted CaixaBank's focus on quality and customisation of customer service.
07/21/2025
All three worked closely with lead manager Kirsty Desson, particularly in the analysis of small and medium-sized US companies.
07/21/2025
The combination will create a powerful, tech-driven family office platform with a sharp entrepreneurial edge.
07/21/2025
The survey explored investor views on sector opportunities for the third quarter of 2025
07/21/2025
The new service is a result of the integration of Jersey-based advisory firm HBFS into the Oakglen Group and its wealth management platform.
07/21/2025
Navis Capital Partners Leads Round to Accelerate AI innovation and Global Expansion of Solution That 800 Families Use to Manage More Than $1 Trillion in Assets
07/21/2025
This would limit the risks for Switzerland and set the course for a more market-oriented economy.
07/21/2025
New-generation data feeds across Switzerland, the US, UK, Monaco, and the Bahamas mark a major leap in global coverage.
07/21/2025
Growth of assets under management helped offset the impact of the Swiss franc’s significant appreciation against the US dollar, as well as a generally less favourable interest rate environment.
07/21/2025
The uncertainty is being fuelled further by speculation around a wealth tax.
07/21/2025
In a new CNBC interview, the Indianapolis-based Sanctuary Wealth says conditions are conspiring to push risk assets such as the stock market to new record-high levels by the end of the year.