Managers of Wealth

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.

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.

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.

Why diversification matters amid buoyant markets

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.

SJP partners with Sky Arts for first TV sponsorship

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

LLB Switzerland opens location in Zurich

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

Will the UBS share price fireworks dry up after Easter?

This is causing nervousness among investors.

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

There’s been a mindset change.

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

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

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.

JPMAM: lock in bond yields

JP Morgan Asset Management's EMEA chief market strategist warns against the seduction of cash rates.

Julius Baer Wants New CEO Announced by June

The search to find someone to take Philipp Rickenbacher's place at the top of Swiss-based international private bank Julius Baer has kicked into high gear, various sources in Zurich's financial hub indicate.

Tatton becomes manager of Verbatim portfolio growth funds

These new mandates are an integral part of building our fund business and our investment team are perfectly suited to managing them.”

Hana Bank recognized as best private banking service in Korea by Euromoney

This year, it also won awards for Korea's Best for Digital Solutions and Korea's Best for Succession Planning, proving its expertise in private banking.

Wealth manager GSB opens Ireland office to break into Europe

Following the approval, GSB Capital Ireland will offer a range of advice services surrounding pensions, investments, and insurance.

KKR Announces Formation of Global Wealth Investment Council

To mark the launch of the GWIC, KKR surveyed its members on their key macroeconomic views and thoughts on asset allocation.

Berenberg adds catastrophe bonds to OTC fixed income offering

In addition, global macroeconomic conditions can also affect the secondary cat bond market, amplifying demand for liquidity, or reducing it.

Julius Baer awarded best private bank accolade at Euromoney awards

The awards underwent a significant change two years ago by evaluating the Channel Islands as a unified region rather than separate entities.

Lombard Odier named best pure-play private bank at Euromoney Awards 2024

These include the prestigious prizes for Western Europe's Best Pure-Play Private Bank and the Middle East's Best Pure-Play Private Bank.

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Wealth and Asset Management