10/01/2024
Wealth managers expect AI to transform their business
About nine in ten investors believe AI can be used effectively for researching financial products and services
Wealth and Asset Management
09/30/2024
Will China’s mega stimulus package impact the global economy?
The measures were just announced, and further policy decisions are expected.
09/30/2024
UBS reportedly in discussions with India's 360 ONE over JV
The deal could involve a 26% stake in the Indian wealth manager and would give the Swiss bank a much-needed boost in India.
09/30/2024
Hong Kong a magnet for Asia’s rich as diverse investment options boost Citibank’s clientele
High-net-worth individuals from mainland China and Asia use Hong Kong to invest their wealth as they seek wider investment choices and better returns
09/30/2024
We will never open a bank, says Avaloq CEO Greweldinger
Many fintech firms seek banking licences to boost valuations, which leads to easier funding access and smoother exits. This, however, is not Avaloq’s strategy.
09/30/2024
Altum Group Achieves Double Honour with Two Trustees Named in Citywealth’s Top 25 Under 40
The inclusion of Joanna and Suzanne reflects not only their individual achievements but also Altum Group’s commitment to nurturing top talent and delivering world-class service.
09/30/2024
Gabriele La Monica: «Andrea Orcel Will Succeed»
The Germans, and partially the French, are used to seeing Italy as a discount store where they can buy interesting brands at low prices.
09/30/2024
Citi Private Bank uncovers family offices top priorities
Navigating Interest Rate Evolution, Asset Preservation and Meeting Family Expectations
09/30/2024
Compliance specialist starts her own business
The company specializes in outsourcing compliance and risk management functions for asset managers in Switzerland and Liechtenstein.
09/30/2024
Kingswood group assets rise 8.3% as losses reduce
The statutory loss before tax for the period was £5.9m, an improvement of £3.9m against the restated comparable period last year
09/30/2024
Family offices, ultra high net worth investors eye private equity
The interest from these two investor groups could bolster fundraising over the next few years.
09/30/2024
Deutsche Private Bank shakes-up investment arm
The private bank sets up a new division focusing on ultra-high-net-worths, family offices and other professional clients.
09/30/2024
Ninety One makes final close European private credit fund at €150m
The fund aims to provide “tailored asset-based private credit solutions to underserved non-sponsored borrowers in European mid-markets”.
09/27/2024
Citywire Awards: Vote for Switzerland’s best private bankers
The first edition of the Citywire Switzerland Private Banking Awards will reward individual bankers and high-quality banks.
09/27/2024
Millennials still have time to build wealth—but they need to ‘start now,’ says money expert
But now, with the oldest members of the generation approaching their mid-40s, it’s past time for them to take investing seriously in order to build wealth.
09/27/2024
Pitcher Partners executives launch advice firm
Viola serves as executive chair and adviser.
09/27/2024
2024 Proxy Voting Highlights Split Between Main Street and Wall Street in Corporate Elections, New Broadridge ProxyPulseTM Report Finds
Individual investor ownership and voting is rising
09/27/2024
Abrdn Founder Martin Gilbert Eyes Private Bank
Following this, Andbank conducted a due diligence review.
09/27/2024
Santander and BlackRock boost their work in Private Asset Finance
Partnership for Private Asset Financing widens between Santander and BlackRock
09/27/2024
Lombard Odier officially opens its new Antwerp office
The office aims to strengthen the Bank’s proximity to its Belgian clients, particularly in the Dutch-speaking area.