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Wealth and Asset Management

03/27/2024

GAM announces 2023 full year results, proposal to strengthen the balance sheet and strategic progress

GAM’s depth of investment talent and continuing strong investment performance was reflected in the many awards received by our investment teams during 2023.

03/27/2024

2023 Annual Results: Mirabaud announces results in line with its strategic ambitions and continues to Demonstrate Solidity

These annual results are in line with Mirabaud’s strategic ambitions, as it continues its investment cycle.

03/27/2024

UBS Group AG (UBS) and Apollo conclude investment management and transition services agreements as final step in carve-out of former Credit Suisse Securitized Products business, Atlas SP

As part of this agreement, Apollo will purchase USD 8 billion of senior secured financing facilities from UBS.

03/27/2024

Euromoney Global Private Banking Awards 2024 LGT Wins Seven Awards

This year’s awards ceremony was held yesterday in London. LGT was the recipient of seven awards.

03/27/2024

Q2 2024 Investment Outlook – Tapping into opportunities in stocks and bonds

HSBC Global Private Banking is advising high net worth and ultra high net worth clients to consider taking on more risk and put their cash to work

03/27/2024

JPMorgan bets on new wealth planning tool to draw investments

JPMorgan is the largest U.S. bank. But its wealth division, with 5,400 advisors and about $900 billion in assets under supervision, is smaller than competitors'.

03/27/2024

WealthTech’s new horizon: Catering to the Millennial and Gen Z investment wave

This sector is now keenly focused on tailoring its offerings to meet the unique preferences of these emergent financial powerhouses.

03/26/2024

JP Morgan Private Bank's head of China retires

The China head was with JP Morgan Private Bank for over eight years, and worked at Credit Suisse, HSBC and UBS before.

03/26/2024

How HSBC Global Private Banking is helping generations of wealthy families meet their succession planning goals

HSBC report suggests wealth preservation and its distribution to next generation is a prime objective among the wealthy

03/26/2024

REYL Intesa Sanpaolo named “Best European HNW Team” by WealthBriefing

The award distinguishes REYL Intesa Sanpaolo from its peers and rewards the constant achievements and innovation at the Bank.

03/26/2024

Prince Max von Liechtenstein: «Annual Returns Are Meaningless»

Short-term orientation that is inherent in human beings is one of the root causes for a lot of problems.

03/26/2024

RBC says SJP could be bid target as it slashes rating

RBC analysts break from the pack and downgrade SJP from ‘buy’ to ‘hold’, believing the business could become the target of M&A activity.

03/26/2024

Why diversification matters amid buoyant markets

Why diversification matters amid buoyant markets

03/26/2024

Fairstone completes acquisition of £110m AUM IFA

Fairstone’s M&A team recently celebrated a record 12 months of dealmaking, with 16 firms joining its DBO programme across the UK and Ireland and a further six full acquisitions.

03/26/2024

SJP partners with Sky Arts for first TV sponsorship

SJP’s sponsorship has been facilitated by Sky Media and Mindshare UK.

03/26/2024

LLB Switzerland opens location in Zurich

The private banking and corporate customer teams in Zurich are ready for the opening.

03/26/2024

Will the UBS share price fireworks dry up after Easter?

This is causing nervousness among investors.

03/26/2024

How HSBC Global Private Banking is helping generations of wealthy families meet their succession planning goals

There’s been a mindset change.

03/26/2024

UBS to boost Asia assets, sees growth from wealth and asset management

The Swiss banking giant currently manages $5.2 trillion assets globally.

03/26/2024

Baloise in Switzerland appears to be robust despite a challenging financial year

The nationwide growth of the comprehensive range of financial services from insurance and banking continues to be steady and is very well received by customers.

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