12/05/2023
World’s Best Private Banks 2024—The Year Ahead
On the other hand, the ongoing generational shift in client composition and evolving technology breakthroughs keep accelerating demand for new, better-yielding investment products.
Wealth and Asset Management
12/04/2023
Swiss private bank Pictet backs Britain with £200m investment
Under the deal, it will receive up to £60 million from Pictet to extend its services and attract new clients in return for a controlling stake in the business.
12/04/2023
Iqbal Khan: One Asian Client Adds $400 Million After Takeover
Following the takeover of Credit Suisse, UBS Global Wealth Management (GWM) is aiming to attract $150 billion annually in net new money.
12/04/2023
Redemption of UBS Group AG additional tier 1 instrument
The AT1 instrument was issued by UBS Group AG on 31 January 2019 and is listed on the SIX Swiss Exchange.
12/04/2023
Zeno Staub – Vontobel CEO with hat and fit
Rather, the long-time bank boss and centrist politician will go door to door again on December 6th as “Santa Claus” to visit children, bring gifts and listen to their songs or verses.
12/04/2023
St James’s Place cuts charges and switches manager lineup on two funds
St James’s Place cuts charges and switches manager lineup on two funds
12/04/2023
BNP Paribas to service €1bn German growth fund
It aims to boost financing for start-ups and small to medium enterprises (SMEs), fostering growth in Germany and across Europe.
12/04/2023
UBS targets wealth management growth in US
As for the fear that UBS's size could become a risk, Khan emphasises that on the contrary, a global presence constitutes an advantage, guaranteeing more stability and predictability of business.
12/04/2023
River & Mercantile rebrands as CEO issues rallying cry
The fund management group has changed its name to River Global, with CEO Alex Hoctor-Duncan saying the business should be ‘three times‘ bigger.
12/04/2023
Edmond de Rothschild looking to re-enter Asia
The firm plans to look for more partnerships in the region, following a recent tie-up with a Vietnamese bank.
12/04/2023
Building a comprehensive banking experience
In today’s fast-moving global arena, efficiency is everything – in the field of banking and beyond. It’s paramount for us at BNL BNP Paribas Private Banking & Wealth Management to simplify our clients’ financial affairs.
12/04/2023
Navigating the intergenerational wealth shift with adaptive technology
While exact figures vary, it's undeniable that a monumental shift is underway, primarily in the United States but echoed across much of the developed world.
12/01/2023
Key trends shaping the landscape of private wealth disputes
The mechanisms by which the establishment of a trust or an apportionment of trust assets can be invalidated are, absent demonstrating the existence of sham, very limited.
12/01/2023
Santander Wealth Management & Insurance considers the interest rates adjustment period has concluded and focuses on extending the investment horizon
Its central scenario for next year is for more moderate economic growth and falling inflation to open the door to a gradual decline in interest rates.
12/01/2023
How to maximize the impact of your philanthropic giving | Private Banking
Still, philanthropic investments have a significant role in overall wealth and legacy planning.
12/01/2023
Scotia Wealth Management honoured to receive six awards from Global Finance and PWM/The Banker Global Private Banking Awards
"These awards reaffirm our strategy to support our clients with financial solutions that span the full suite of services from Scotiabank."
12/01/2023
The Banker names BBVA Bank of the Year in the Americas
The Banker once again recognized BBVA’s commitment to Latin America and its leadership in the region during the ceremony for its Bank of the Year Awards 2023.
12/01/2023
Signa: René Benko Is on Its Way Out, While Julius Baer Is Likely to Stick Around
It has applied for a self-administered restructuring procedure, which implies that the creditors of the holding can still expect to recover at least 30 percent of their investment.
12/01/2023
Swiss Re targets an IFRS net income of more than USD 3.6 billion for 2024
The transition from US GAAP to IFRS provides Swiss Re with an opportunity to demonstrate the value of its business.
12/01/2023
Financial planning firm Finura snaps up Tenacity Wealth Management
This is the second acquisition Finura has made over the past three years. It bought James Harvey Associates in 2021.