11/30/2022
Wealthspire Advisors to Acquire Sage Financial Advisors, a Nevada-Based Wealth Management Firm
Acquisition expands Wealthspire’s presence in the West
Wealth and Asset Management
11/30/2022
Impax Asset Management FY 2022 Pretax Profit Rose on Positive Net Inflows; Names New CFO
The board proposed a final dividend of 22.9 pence a share, taking the total dividend to 27.6 pence a share, up from 20.6 pence for the previous year.
11/30/2022
How families are safeguarding their assets for the next generation
Succession planning for the future
11/30/2022
SNB Vice-Chairman Makes the Case for Cash
Digitalization has changed payment habits and put pressure on hard cash.
11/30/2022
Leonteq debuts its ETP+ label and launches its first ETP+ on the FuW Swiss 50 Index NTR
In combination with Leonteq as an issuer that is a regulated securities firm with an investment grade rating and a strong capital position, this new setup offers a compelling differentiation to existing ETP providers.
11/30/2022
Three firms join Alliance of Swiss Wealth Managers
Two of them, Diamond Capital and Prime Partners, featured in Citywire Switzerland's Top 50 Independent Asset Managers 2022 publication.
11/30/2022
Rahn+Bodmer Co. Incorporates New Sustainability Capabilities Powered by Clarity AI Clarity AI’s ESG Risk
This seamless integration enables ease of work and the ability to immediately apply the most comprehensive sustainability data set in the industry.
11/30/2022
BBH Announces Termination of Investor Services Transaction with State Street
BBH will continue to invest in the people, technologies, and market segments that make Investor Services a differentiated and valued offering for the world's most sophisticated institutional investors
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.
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.