01/06/2025
Pemberton Capital Advisors Optimises Portfolio Management with Broadridge Technology
Broadridge tech optimises Pemberton’s operational efficiencies and drives growth in its CLO and private debt business
Wealth and Asset Management
01/06/2025
Stock Market Turnover In 2024: Up In Switzerland, Down In Spain
The data on trading activity is an important indicator of investor sentiment and therefore of interest to the Swiss financial sector as a whole.
01/06/2025
The Shifting Landscape of UHNW Client Priorities and the Growing Importance of Global Mobility
With a record-breaking number of millionaires relocating and an increasingly complex regulatory environment, the demand for comprehensive, personalized solutions continues to rise.
01/06/2025
Hubbis Asian Private Wealth Management Year-End Review 2024: Insights from EFG's Albert Chiu
This successful hiring highlights the benefits of our focused business model, high brand recognition and strong standing in our local markets.
01/06/2025
Insignia Financial gets $1.8bn buyout bid from CC Capital
The latest offer is contingent on satisfactory due diligence, a unanimous board recommendation, and regulatory approvals.
01/06/2025
JM Finn shortlisted for three Citywealth Magic Circle 2025 award categories
Our firm is nominated for Private Client Asset Manager of the Year, and for individual categories the Tomorrow Club and Wealth Professional Awards.
01/03/2025
This Is the Vision and the Investment Themes That Private Banks Will Prioritize in 2025
Investment ideas are closely aligned with their macro perspectives.
01/03/2025
The Humphreys Group Announces Strategic Partnership with Treehouse Wealth Advisors
Bay Area wealth management firms join forces to provide expanded financial services
01/03/2025
NMA Top 100 firm signs portfolio deal with Sarasin
MPA signs its second partnership deal with an asset manager since September to deliver model portfolio ranges.
01/03/2025
SimplyBiz founder Ken Davy given OBE
New Year's honour handed out for services to rugby league side Huddersfield Giants.
01/03/2025
L’Exception Sold to Asset Management Firm AA Investments
It caps a rocky year for multibrand e-commerce platforms.
01/03/2025
Deutsche Bank aims to boost fixed income trading in Americas
Ram Nayak, co-head of Deutsche Bank's investment bank, has announced a goal to boost fixed income revenue by 20% from 2023 to 2027.
01/03/2025
$124tn in wealth will change hands by 2048
Nearly $100 trillion will be transferred from Baby Boomers and older generations, representing 81% of all transfers.
01/03/2025
Mirae Asset co-CEOs Kim Mi-seob and Heo Sun-ho target global growth with AI
Specifically, Mirae Asset Securities plans to continuously pursue asset growth and revenue expansion by enhancing personalized comprehensive asset management for WM clients.
01/03/2025
Why wealth preservation matters
With every market rise, there is an eventual, inevitable fall.
01/03/2025
HSBC keeps UK overweight into 2025
The private bank also expects private assets to play a big role this year and warns clients not to hold cash.
01/03/2025
Former Julius Bär chair passes away
He was honoured with dedications in the Tages-Anzeiger and the Neue Zürcher Zeitung newspapers.
01/02/2025
Alpian CEO: «Demand From Abroad Is Very Strong»
The milestone of CHF 100 million in assets under management was surpassed by midyear.
01/02/2025
BIT Capital is approaching Switzerland
BIT Capital wants to be anything but a conventional asset manager.
01/02/2025
Private bankers will need to adapt and learn as new challenges emerge, says industry veteran
But the industry is facing seismic changes which will require private bankers to raise their game considerably.