11/29/2022
Asset Managers in French-Speaking Switzerland Face Finma Hurdle
The Swiss financial industry has been confronted with myriad problems in recent years.
Wealth and Asset Management
11/29/2022
Benjamin Cavalli: «Onshoring Offers Tremendous Wealth Opportunities»
This includes some downsizing as part of the group’s cost-cutting initiative to reduce global headcount by 5 percent in the fourth quarter and a recent streamlining of the organizational structure in the region.
11/29/2022
Wealth managers 'regularly surprised' by clients' investment decisions
Oxford Risk research
11/29/2022
Safra New York Corporation To Acquire Delta National Bank and Trust
Delta provides private banking and wealth management services to high net-worth clients through its offices in New York and Miami.
11/29/2022
SJP: Family is Top Source of Financial Advice for Millennials
Family is the leading source of information for millennials seeking financial advice
11/29/2022
Swiss Life and UBS Gather Millions to Combat Energy Shortage
Several investors from the very beginning participated in the transfer to CEIS3 and now a total of 38 institutional investors are on board.
11/29/2022
Indosuez voted Best Private Bank in Luxembourg for second year running
For the second year running, Indosuez Wealth Management has been voted "Best Private Bank in Luxembourg" by the leading international financial magazine Global Finance*.
11/29/2022
Real estate asset manager acquires Glarus IAM
The independent asset manager will operate as an independent subsidiary.
11/29/2022
The Four Trends Driving Change in Wealth Management
This will happen particularly in South East Asia (SEA).
11/29/2022
Private Banking & Wealth Management Switzerland Awards 2023 nominations out
Winners will be revealed on 15th December at The Dolder Grand in Zurich, Switzerland.
11/28/2022
Markaz named Best Private Bank or Wealth Manager Servicing the State of Kuwait by WealthBriefing
Reinforcing its institutional excellence in catering to client investment needs
11/28/2022
Putting The Elite In Elite Wealth Management
An often inconvenient truth of the wealth management industry is that ALL financial services and products are commodities.
11/28/2022
Credit unions up their game in wealth management
The state of play of advisory, investment services from co-operatives, credit unions
11/28/2022
BNP Paribas Wealth Management presents its five most relevant investment themes for 2023
After years of loose monetary and fiscal policies, bond yields fell to nearly 0% or even below zero and investors had no choice but to invest in equities to find reasonable returns.
11/28/2022
Citi: China Dominates Asian Wealth Flows to Switzerland
By region, demand also originated from Asia where rapid wealth creation persists, leading to potential needs for alternative residencies, nationalities and booking centers.
11/28/2022
Credit Suisse Swiss Head Seeks to Calm Outflow Concerns
The current structure of the Swiss Bank has the decisive advantage of offering internationally focused Swiss clients the option of drawing on the expertise and services of global asset management and investment banking teams.
11/28/2022
Interview with Mr. Selman Bicaco Urrutia, Head of Private Banking and Member of the Executive Committee, Piguet Galland & Cie SA
Beginning operations in 1856 as Banque Michod, the bank underwent a series of name changes and mergers before acquiring its current name.
11/28/2022
Why CI Financial's CEO is staying the course, despite recent headwinds
Despite recent negative press, CEO is convinced his three-part strategy is working and sees a bright future
11/28/2022
Coutts and BGF raise £80m to back entrepreneurs in UK
The additional funding means more capital for BGF to invest in start-ups, adding to the £2.5 billion on its balance sheet. BGF typically invests between £2 to £15 million and takes a minority shareholding in the companies it backs.
11/28/2022
Two Industry Awards for LGT in Middle East
This makes it a worthy winner in the pure play category, it said. It is the second year in a row that LGT has won the prestigious accolade.