02/07/2023
Goldman Sachs Asset Management Completes Final Close of West Street Capital Partners l
One of the largest first-time Growth Equity fund in history
Wealth and Asset Management
02/06/2023
RBC named Caribbean's best private bank
The Global Finance editorial review board base its selections on input from industry analysts, corporate executives, and technology experts.
02/06/2023
Winning Advisory Clients From Major Institutional Brands
The advisors at major brands have institutional limitations enabling smaller high-quality advisory firms to consistently win clients away from them.
02/06/2023
China’s mega-rich move wealth, partying to Singapore
Ruled by one party, with labor strikes and street protests banned, along with low taxes, Singapore ticks all the boxes for Chinese tycoons looking to relocate
02/06/2023
Credit Suisse acquires luxury resort in Florida
The partnership aims to capitalize on the recovery in the US convention hotel market and the strength of the Florida economy.
02/06/2023
Rothschild & Co has been informed of Concordia’s intention to file a simplified tender offer for the Rothschild & Co shares
The dividend would be paid on 31 May 2023 with an ex-dividend date on 29 May 2023.
02/06/2023
Zuger Kantonalbank achieves pleasing annual results for 2022
Business success increased by 1.3 percent compared to the previous year and amounted to CHF 112.6 million.
02/03/2023
Ten entrepreneurs shortlisted to receive UBS’s 2022 Female Founder Award
The award shines a spotlight on early-stage, women-led companies who are breaking boundaries in the world of financial and enterprise technology
02/03/2023
UBS included in Bloomberg’s Gender-Equality Index for eighth consecutive year
UBS has announced that for the eighth consecutive year, the firm has been included in the 2023 Bloomberg Gender-Equality Index
02/03/2023
Van Lanschot Kempen enters into strategic partnership with Robeco and acquires online investment platform
The online distribution platform for investment services of Robeco Retail will merge with Evi van Lanschot.
02/03/2023
Central banks hike rates again - but for how much longer?
Following interest rate hikes in the US, Europe and the UK, we examine the different economic outlooks the respective central banks are facing.
02/03/2023
PKB launches its new strategy and brand identity
The human-centered approach is rooted in PKB’s strategy, both in terms of attention to the employees as well as in its capacity to dedicate time and experience to listen to clients’ needs and aspirations helping them to thrive.
02/03/2023
Stonehage Fleming XV: Inaugural Cohort Revealed
This new UK initiative recognises women in leadership roles for their broad contribution, exhibiting all the positive characteristics of Stonehage Fleming’s Four Pillars of Capital.
02/03/2023
Year-end tax planning with an international twist
From April 2023, there will be a new consideration: a hike in corporation tax to 25% from 19%, which could affect how much tax is paid on rental income and gains.
02/03/2023
Private wealth holders see shift towards impact investment
Responses showed that investors were becoming more eager to generate positive outcomes through impact investing rather than simply by de-risking their portfolios using ESG considerations.
02/03/2023
Lisa Detanna Named to Forbes' List of Best-In-State Wealth Advisors
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK® Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data.
02/03/2023
ONE swiss bank: H2 and Full-year 2022 financial result
This goal was actually achieved in less than 18 months – despite the well-known series of shocks that severely impacted financial markets in 2022.
02/02/2023
The Case For More Expansive Wealth Management
This was not strictly about wealth management.
02/02/2023
Wealth Enhancement Group Grows by Adding Legacy Financial Planning, a Hybrid RIA with Over $371 Million in Client Assets
As Expansion Continues on the East Coast, This Acquisition Brings Wealth Enhancement Group's Total Client Assets to More Than $60.6 Billion
02/02/2023
Julius Baer Group Ltd. nominates Juerg Hunziker for election to the Board of Directors
All other current members of the Board of Directors, which will newly consist of nine members, will stand for re-election at the upcoming AGM.