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.
Wealth and Asset Management
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.
09/27/2024
More than a quarter of SJP's funds do not deliver value
Of the 45 funds within the SJP range, 70 per cent were deemed to represent good value - a 10 percentage point increase on last year’s total.
09/27/2024
Janet Yellen Sees Lessons from Credit Suisse Failure
he name is already fading from view in international circles, increasingly replaced by the brand of the last major Swiss bank standing – UBS.
09/27/2024
Investec announces new 60% LTV mortgage for high-net-worth clients
The interest rate environment has really improved for borrowers
09/27/2024
State Street Global Advisors gears up for new ETF disruption
Senior executive says strategy not only takes in private asset potential, but structured products and wealth management
09/27/2024
Beware the bandwagons in the wake of the BoJ
The Bank of Japan’s relatively dovish September meeting statement sent the USDJPY higher, which should in turn also prove supportive for Japan’s equity market.
09/27/2024
UBS in talks to form Indian minority-owned wealth joint venture, sources say
This may be the second country in the Asia-Pacific region where UBS enters an equity partnership with a local player
09/27/2024
Citi and Apollo Announce $25 Billion Private Credit, Direct Lending Program
The program will join Citi’s expansive banking client reach, origination and capital markets expertise with Apollo’s scaled, extensive capital base.
09/26/2024
Banque Havilland (Monaco) enters into exclusive negotiations
The Consortium will be well positioned to strengthen the balance sheet and build the business going forward.