09/22/2025
Pillar 2 buybacks: maximising your tax deduction in Switzerland
Pension assets are not subject to either income tax or wealth tax.
Wealth and Asset Management
09/19/2025
Scottish wealth management firm grows again
New acquisition adds to strategic expansion and portfolio growth
09/19/2025
UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams
The team is committed to delivering professional investment management and building personalized relationships with clients.
09/19/2025
Barclays appoints Neel Laungani as Head of Financial Sponsors, Asia Pacific
Neel Laungani’s appointment to accelerate growth ambitions across Investment Banking, and support delivery of Barclays’ three-year plan
09/19/2025
Rethink Perspectives: slowdown, uncertainty, resilience – decoding the new economic reality
Global growth has not been derailed, he explained, but it has left the highway. Investors must now adapt to a steeper route, marked by geopolitical twists and turns and reduced visibility for businesses.
09/19/2025
UBS joins forces with Supertri and loca charities to drive inclusion and community spirit in Jersey
UBS announced its collaboration with BSK and JET earlier this year, in an effort to raise awareness of the charities and with an aim to increase the firm’s local, social impact commitment.
09/19/2025
VP Bank’s Reto Marx: We don’t see much EAM margin compression
VP Bank has consolidated its Asian operations in Singapore, retaining 99% of clients after its exit from Hong Kong and sustaining a return on assets of 60 basis points in its EAM business.
09/19/2025
HSBC Rolls Out AI Ecosystem for Private Bankers
This will then be translated into market insights and personalized investment strategies for clients.
09/19/2025
UBS warns impacted former staff three months after data leak
The Swiss group sent a letter to several former employees informing them that there had been a cybersecurity breach affecting their data.
09/19/2025
Global Wealth Reset: How Wealth Managers Are Racing to Keep Up
Professionals are catching up: over half now see crypto as key for client engagement, even as concerns about trust in exchanges persist.
09/19/2025
Capital Group: Women Are Underinvesting Their Inheritances
However, 40 percent of women wish they had invested more of their inheritance, compared to 30 percent of men.
09/19/2025
After watching advisors walk, UBS adjusts pay plan, a boost for some advisors
“I think it’s too little, too late,” said one industry recruiter.
09/19/2025
UBS Advisor Team The Schultz Group in Phoenix Named to Barron’s Top 250 Private Wealth Management Teams
The Schultz Group, which includes Financial Advisors Steven L. Schultz, Stockton M. Schultz, and Justin M. Low, was the only Phoenix-based team included on the Top 250 Private Wealth Management Teams list for 2025.
09/18/2025
PGIM and Partners Group enter strategic partnership to deliver multi-asset solutions
The collaboration was established in response to growing client interest in alternative investments and rising demand for comprehensive investment strategies from trusted partners that offer experience, scale, efficiency, and innovation.
09/18/2025
FNZ and AJ Bell Extend Long-Term Partnership with New 10-Year Agreement
The new agreement will see FNZ continue to provide the core technology that supports AJ Bell’s dual-channel platform, one of the fastest growing businesses in the UK platform market.
09/18/2025
Morningstar Wealth partners with Mabel Insights to improve MPS support
The firms said the collaboration will provide financial advisers with deeper insights
09/18/2025
TIAA Wealth Management & Advice Solutions Announces Lending and Estate Planning Solutions Through Strategic Partnerships
Agreements with The Bancorp Bank, N.A. and Trust & Will expand wealth management capabilities beyond traditional investment services
09/18/2025
HSBC Private Bank unveils new AI-driven platform
The platform is specifically designed for teams that interact with clients, as well as for investment advisors and product experts.
09/18/2025
Raiffeisen Switzerland extends the current strategy period until the end of 2026
The adoption of the new Group strategy will be postponed until the end of 2026.
09/18/2025
The 4 key behaviors of high-growth advisors that set them apart from the rest
Study reveals what fuels sustainable wealth management firm growth.