05/06/2025
UBS Advisors Mark Binder and Craig Chiate Named to Forbes Best-In-State Wealth Advisors list
Craig Chiate ranked #3 in the Los Angeles Private Wealth category and Mark Binder was recognized as #2 in Southern California Private Wealth.
Wealth and Asset Management
05/06/2025
UBS to pay $511m to settle Credit Suisse tax evasion case
This agreement requires the company to assist in ongoing investigations and pay penalties related to US accounts managed at Credit Suisse Singapore.
05/06/2025
Private Wealth Shapes Global Commercial Real Estate
This class of investor is becoming one of the most active and influential participants in real estate, complementing the strengths of traditional institutional powerhouses.
05/06/2025
HSBC plans 200 hires for UK wealth business
Adding headcount is part of the UK lender’s ambitions to become a top five wealth player and double assets to $100bn by 2028
05/06/2025
Allens advises TA Associates on investment in leading NZ wealth manager
Alongside Chapman Tripp, Allens advised on all aspects of the transaction.
05/06/2025
JP Morgan fund veteran William Meadon launches firm
William Meadon has launched Steppingstone, which offers a range of professional services to UK private companies.
05/06/2025
LeoVest Eyes Nordic Clients Booked in Switzerland
LeoVest has offices in Zurich and Geneva and, with 20 employees, manages around 1.5 billion francs in client assets.
05/06/2025
Brookfield Asset Management Announces Record First Quarter Results
Closed $6 Billion in the First Quarter for Real Estate Flagship—Currently at $16 Billion; Now Set to Be Our Largest Real Estate Strategy
05/05/2025
Julius Baer’s CEO Faces Herculean Task
That spirit extends to the ambitious transformation plan the new CEO has set for the Zurich-based wealth manager.
05/05/2025
Ranked: Countries With The Highest Income And Wealth Equality, 2025
While income inequality is commonly used to gauge inequality, it’s also important to consider consumption and wealth.
05/05/2025
NBO recognised by Euromoney for private banking & wealth management excellence
These awards underscore NBO’s commitment to delivering tailored financial solutions and comprehensive wealth management strategies
05/05/2025
Shaping Swiss private banking in Luxembourg
Julius Baer Europe, headquartered in Luxembourg, now offers its wealth management capabilities to residents of the grand duchy.
05/05/2025
Doha emerges as leading wealth destination
The report is the first of a three-part series looking at real estate markets in emerging wealth hubs in the GCC such as Riyadh and Jeddah.
05/05/2025
Santander announces the sale of 49% of Santander Polska to Erste Group Bank, and agrees strategic cooperation across CIB and payments
Santander Polska’s shares will trade ex-dividend on 12 May 2025.
05/02/2025
Private markets and wealth management: a growing connection
This momentum reflects a broader shift in investor behaviour, where diversification, stability, and return potential are central to portfolio strategies.
05/02/2025
Who owns the UK’s wealth managers?
Star manager Nick Train has bet big on the sector, while Norway’s sovereign wealth fund and Scottish group Baillie Gifford have stakes in wealth giant SJP
05/02/2025
Rathbones’ Coombs: ‘We won’t be following the ‘hot’ investment flows into Europe’
Sceptical of shift some investors have made away from US assets
05/02/2025
Apollo Closes on $8.5 Billion for Accord+ Strategy, including $4.8 Billion for Second Vintage Fund
Brings Total Assets Raised Across Hybrid and Opportunistic Credit Business to $40 Billion
05/02/2025
Heavy Loss For Swiss Private Bank Reyl in 2024
This positive development was driven mainly by market performance, as the bank recorded net outflows of 823 million francs.
05/02/2025
Standard Chartered PLC –first quarter results
The subsequent imposition of trade tariffs has increased global economic and geopolitical complexity, and we remain watchful of the external environment.