07/22/2026
Skybound Wealth has strengthened its Athletes & Creators division with the appointment of former Scotland international Christophe Berra as a qualified Private Wealth Adviser.
07/22/2026
A new study from wealth manager Quilter suggests that long-term couples are increasingly planning their future finances independently and acting ‘financially single’ despite sharing every other aspect of their lives.
07/22/2026
Bank named Best Investment Bank for M&A in China, Indonesia, Malaysia and Singapore
07/22/2026
It also offers flexibility for investors to choose how their assets are held and managed, whether they are traded through preferred brokers and held in custody or held under an individual HIN.
07/22/2026
The fund, using UBS as a custodian bank, had suffered consistent outflows since 2023.
07/22/2026
Some of the group's oldest evergreen funds are going through challenging times, but newer strategies and bespoke partnerships continue driving investors to the Swiss firm.
07/22/2026
Maltese Segregated Cell Foundations can provide a practical way to administer different branches of a family or distinct pools of assets within a single legal framework while maintaining statutory separation between them.
07/21/2026
Head of investment management Asia, Qian Su, has also added equity hedge funds with systematic strategies in the US and Asia and also natural resources funds.
07/21/2026
New educational series addresses wealth preservation strategies, charitable giving, trusts, investments and estate planning before relocation
07/21/2026
Assets under management rose by 4.3% to a total of CHF 19.1 billion.
07/21/2026
The team cited RBC's resources, credit and lending solutions and Echelon wealth management platform as factors in their decision to join the firm.
07/21/2026
The bank said first-time customers who qualify for its private banking service will receive a one-time bonus of 1 million won.
07/21/2026
HLB Private Bank to Launch Two Global Equity and Credit Funds
The new offerings will extend access to assets traditionally concentrated among institutional investors.
07/21/2026
Gross margin rose to 87 basis points (bp) (H1 2025, underlying: 83 bp) following exceptionally high client activity in first quarter
07/21/2026
The increase mainly reflects the positive trend in financial markets since the start of the year, as well as the performance of the Bank's management solutions and funds.
07/21/2026
Aberdeen Adviser said the integration should improve data quality and reduce unnecessary administration when clients open an account, make a top-up or transfer assets.
07/21/2026
More interesting than the figures themselves are the findings of the external special audit: Management had apparently gone too far with "balance sheet manipulation."
07/21/2026
The subsidiary of DZ Privatbank AG in Frankfurt currently employs nearly 120 people in Zurich.
07/21/2026
InvestGB affirmed that infrastructure investments have become one of the most compelling asset classes for institutional and private capital.
07/21/2026
The acquisition will add 123 employees and more than US$5 billion in assets under management to the firm.