01/13/2023
Zwei Wealth dares to go abroad
The office on the Thames is planned as a third hub alongside Zurich and Geneva; Two Wealth ambassadors will include Andrew Hall , who is already a consultant to the young company.
Wealth and Asset Management
01/13/2023
Switzerland is still the private banking leader: SocGen’s Saliné
Head of private banking at Société Générale Private Banking Switzerland acknowledges the country’s leading position but is not complacent.
01/13/2023
Après-ski moment: Why private banks are flocking to Verbier
With Barclays being the latest to move in, the Swiss skiing town is reaping the benefits of the shift to remote working.
01/13/2023
RBC Wealth Management provide a deeper look at UK and European inflation
In the spring, the lifting of the energy price caps will likely also mean higher energy bills, even as wholesale natural gas prices come down.
01/13/2023
Goldman Sachs Asset Management allocates $15.2bn for PE-backed junior debt investments
The Goldman Sachs unit has already invested about $4bn across 13 companies from the new fund
01/13/2023
Northern Trust asset management outlook 2023: What's in store for investors?
Despite regional differences in outlook, issues like biodiversity, human capital and decarbonisation are emerging as important for strategic structure.
01/12/2023
Credit Suisse Bonus Pool Set to Shrink Once Again
The bank is walking a difficult path with bonuses as it seeks to retain talented staff during its restructuring which is not expected to lead to profits until 2024.
01/12/2023
Bank of Singapore is first private bank to adopt the Singapore Stewardship Principles to reinforce commitment to sustainable investing practices
The adoption of the Principles reinforces Bank of Singapore’s ongoing push for sustainable investing.
01/12/2023
Brooks assets pass £16bn on steady inflows
The wealth management group reported its assets rose 4.5% over the final three months of 2022 to reach £16.2bn.
01/12/2023
Bantleon buys Warburg Invest AG
It was agreed not to disclose the purchase price.
01/12/2023
Swissquote records strong inflow of new money
The company will publish the full report for 2022 on March 16, 2023.
01/11/2023
RBC Wealth Management to exit Guernsey
The full closure could take up to two years
01/11/2023
UHNW Portfolio Management Leader, Private Wealth Systems, Recognized for Innovation in Family Office Technology
Private Wealth Systems only vendor to be shortlisted as best-in-class for three categories in 2023 Private Asset Management Awards
01/11/2023
Ex-Banker Eyes M&A After SPAC Deal Forges $60 Billion Wealth Firm
Each of the two firms brought about $30 billion in assets, making Alvarium Tiedemann one of the world’s biggest publicly traded money managers that focuses on the ultra-wealthy.
01/11/2023
What risks might derail markets in 2023?
From the war in Ukraine to China's mobility controls and the UK mini-budget, 2022 has offered many examples of how policy can drive volatility or change the trajectory of asset markets.
01/11/2023
J.P. Morgan Private Bank releases study on global billionaires
Conversations with some of the world's wealthiest families reveal top aspirations, concerns around family governance, values-driven impact strategies and investments
01/11/2023
UBS Advisor Sonny Gulati Named to the Forbes Best-In-State Wealth Advisors list
Sonny has more than 30 years of experience working in the financial services industry, and has been with UBS since 2002.
01/10/2023
UBS Has High Hopes for China’s Reopening
The Swiss bank with 13 locations across Asia told the news outlet it was looking to hire talent this year as it expects its wealth management business to drive its business in the region.
01/10/2023
Julius Baer strengthens its position in Switzerland with new teams for Aargau and Solothurn as well as for foundations
Bank Julius Baer continues to expand in its home market Switzerland and has established a new submarket for Aargau and Solothurn to be headed up by Claude Luethi, who joined the Bank at the beginning of 2023.
01/10/2023
Canaccord's management seeks to acquire firm in C$1.13 bln deal
In prior talks with the management group, the committee had said it would not support an offer of C$11.25 per share, based on preliminary analysis.