12/07/2022
Strong employment growth temporarily buoys Swiss office market
The strong growth in employment since the second half of 2021 has buoyed the demand for office space.
Wealth and Asset Management
12/07/2022
Julius Baer renews its long-standing partnership with Art Dubai for a further five years
The renewal of Art Dubai showcases the long-term commitment of Julius Baer to supporting the UAE’s emergence as a cultural hub in the region.
12/07/2022
Private Banking Weathers All Storms
Private banks have retained their sparkle within the industry, and are investing in technological, service and product innovation to stay abreast of evolving client demands.
12/07/2022
Fairstone acquires Hereford-based IFA firm
The acquisition of Hereford-based IFA firm brings 11 advisers and staff into the consolidator as well as over 1,300 clients and more than £170m funds under management.
12/07/2022
Julius Baer announces new initiative centred on megatrends and commissions new media artist Refik Anadol
The Swiss private bank Julius Baer launches ‘NEXT’, an initiative designed to encourage the interdisciplinary exploration of megatrends across the arts, science, and technology.
12/07/2022
Wealthspire Advisors Partners with The Ultra-High-Net-Worth Institute
Wealthspire Advisors will join The UHNW Institute in promoting valuable education and sustainable positive change in the industry
12/07/2022
Swiss Activist Investor Unhappy With Credit Suisse Strategy
Now, Bohli is questioning the restructuring of Credit Suisse's investment bank.
12/06/2022
UBS Advisor Team FTB Financial Services Named to the Forbes America’s Top Wealth Management Teams list
The team ranked #79 in the country in the High Net Worth category, and is the only team from the Greater Cincinnati area to make the inaugural list.
12/06/2022
Credit Suisse Chairman's Media Tour
Client outflows have also stabilized, added the top Credit Suisse banker, visibly pleased that the bank's share price had recently been quoted above the 3-Swiss franc mark again.
12/06/2022
Swiss Private Equity Firm Acquiring Majority Breitling Stake
Having built up a minority stake in Breitling through its private market funds in the fall of 2021, Partners Group plans to acquire a 50.3 percent majority stake in the luxury watchmaker.
12/06/2022
Newly chartered advice firm unveils rebrand
The company has also achieved corporate Chartered Financial Planner status, a designation that only 15 per cent of UK financial advisory firms currently possess
12/06/2022
Gilbert rebrands asset firms under R&M banner
This is part of R&M’s strategy to establish a number of high performing capabilities and combine them with the research facilities and depth of resource of the enlarged group for the benefit of clients.
12/06/2022
World’s Best Private Banks 2023
Global Finance rates the best high-touch banks in these low-touch times.
12/06/2022
Lombard Odier: No Discrimination Against Russian Clients
The implementation of the sanctions also means an enormous compliance effort, several financial institutions complained.
12/06/2022
UBS Issues Call for Core Capital Bond
The AT1 security was issued on January 31, 2018, and is listed on the SIX Swiss Exchange.
12/06/2022
M&G boss: We want to be a top five player in the wealth market
Big institutions who are in it for the long term and are focused on customer outcomes, which we are, are a better long-term owner.
12/06/2022
Wealth Solutions Report Announces Inaugural Wealth Exemplar Award Winners
First Annual WSR Wealth Exemplar Awards Recognize Exemplary Contributions To Wealth Management Industry, Trendsetting Firms And Transformative M&A Transactions
12/06/2022
Forbes Asia Recognizes Top Philanthropists In 16th Annual Heroes Of Philanthropy List
Education was a key focus for some listees this year.
12/06/2022
Multiple Shortlistings for JTC in the 2023 Citywealth Powerwomen Awards
Nic Arnold, Julie Zingiloglu, Jodi Hill, Marina Cristiani and Alia Haskouri have been shortlisted
12/05/2022
Bordier & Cie. (Singapore) MD Carolyn Leng Casts her Expert Eye over HNW and UHNW Investment Trends in Asia
She leant her expertise to a panel discussion on investments at the Hubbis Investment Solutions Forum in Singapore on September 14, and we have briefly summarised some of her observations from that discussion in this short review.