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Wealth and Asset Management

12/08/2023

Next-gen billionaires are breaking away from their family businesses as they inherit wealth

Billionaires who have inherited family wealth are more risk tolerant than their predecessors, while many are choosing to follow their own paths in business and philanthropy, according to UBS

12/08/2023

Julius Baer and the Anatomy of Resignation

The CEO usually takes responsibility for incidents that could potentially put a company in significant difficulty.

12/08/2023

Lombard Odier: Top 10 Investment Convictions in 2024

And on the macroeconomic environment, the bank notes that «historical evidence argues against ruling out a recession» though it is still positive.

12/08/2023

Where are the opportunities and challenges for the APAC wealth management sector?

As demand for wealth management services in the region increases

12/08/2023

Unlocking the potential of modern wealth management

One key aspect of modern wealth management involves embracing a holistic approach to financial well-being.

12/08/2023

Nomura announces asset management tie-up with OCBC

It is the first such collaboration between the two and has been driven by the resurgence of the Japanese economy

12/08/2023

Goldman Lampe Private Bank Leverages Advanced AI for Enhanced Security and Investment Insight

Confronting the escalating challenges of financial fraud in the digital era, Goldman Lampe has taken a decisive step by introducing a sophisticated AI-driven solution.

12/08/2023

Final operational merger of UBS and Credit Suisse approved

The merger is therefore expected to be completed in 2024, subject to regulatory approvals.

12/08/2023

BlackRock urges investors to keep the faith in equities

The message to investors from the asset manager is clear: stay invested in equities, strategically deploy cash, and focus on quality and valuation.

12/08/2023

The importance of responsible investing

Why we think it is important to look at all risk factors and opportunities when considering investments.

12/08/2023

Charting new horizons: empowerment and strategy in women's wealth management

Insights from the Women in Wealth Management Summit 2023: Pioneering paths in finance and exploration

12/07/2023

Macquarie Asset Management Launches Outlook 2024

Notwithstanding the improvement in returns this year, in Macquarie Asset Management’s view, cyclical headwinds remain for investors to navigate.

12/07/2023

Coutts Monthly update: A brighter month for markets

Markets have been bolstered by falling inflation and signs that interest rates have peaked.

12/07/2023

The UK’s best private banks: the exclusive institutions UHNWs trust with their money

The UK's top private banks offer a discreet and exclusive service to their super-rich clients, but a lot has changed in the past 350 years

12/07/2023

Julius Baer renews partnership with the Elbphilharmonie Hamburg

Bank Julius Baer is proud to announce the continuation of its partnership with the Elbphilharmonie Hamburg for a further three years.

12/07/2023

American private market giant gains a foothold in Zurich

The private market specialist is particularly interested in the very wealthy customers of private banks in this country.

12/07/2023

SCB Julius Baer Celebrates the Success of its Inaugural ‘The 45 Academia Programme’

This strategic alliance aims to bring global wealth management expertise to Thailand, offering a unique blend of financial services curated specifically for the kingdom’s high net worth individuals.

12/07/2023

Indosuez poaches EAM head from SocGen Swiss PB

David Saliné was previously head of private banking at Societe Generale Private Banking Switzerland.

12/07/2023

Societe Generale Said to Revive Sale of UK Private Bank Unit

Krupa has signalled SocGen will exit non-core businesses

12/07/2023

FAB Private Banking launches fund to support UN Sustainable Development Goals

FAB SDG Fund targets investments that address social and environmental challenges

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Gold beyond the cyclical narrative – Schroders

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