10/30/2024
Transferring wealth to the next generation – what to consider
Intergenerational wealth transfer planning now extends far beyond inheritance tax planning.
Wealth and Asset Management
10/30/2024
Syz determined to prove small can be beautiful
The repositioning of family owned Syz Bank heralds the start of a new developmental stage for Swiss boutique and mid-sized private banks, keen to differentiate themselves from big players.
10/29/2024
Advising a new generation of global citizens
This progress, combined with shifting societal trends has made it easier for investors to access opportunities across the globe, fundamentally changing investment behaviours.
10/29/2024
$3.5tn wealth transfer scares Aussie advisers: Natixis
Advisers reported retaining the assets 71% of the time when a spouse inherits, but this drops to just 38% when children inherit.
10/29/2024
Goldman Sachs Partners with GeoWealth to Provide Custom Models for RIAs
The models will span investment options ranging from equity SMAs to evergreen alternative funds.
10/29/2024
Hong Kong launches task force to reinforce asset, wealth hub stats
Hong Kong's assets under management exceeded $31t by the end of 2023.
10/29/2024
UBS Quarterly Results: Key Points to Watch
The initial platform integration and migration of Credit Suisse clients to the UBS platform in recent weeks have sent positive signals.
10/29/2024
HSBC Holdings plc 3Q 2024 Earnings Release
I’m committed to building on this strong platform for growth.
10/29/2024
Lombard Odier strives for more in the UK
The UK is of central importance to Lombard Odier.
10/29/2024
Baloise sells FRIDAY portfolio
As part of the consistent implementation of the communicated refocusing strategy, Baloise will in future concentrate on profitable segments in which we have a relevant size.
10/29/2024
How to survive interesting times
"The curse may be imaginary, but the threat to investors is real."
10/29/2024
Bank of Singapore collaborates with iCapital to expand financial intermediaries access to alternative investments and insights
This initiative helps Bank of Singapore’s ambition to grow its financial intermediaries, family office, and wealth advisory (FFWA) assets under management by 50% for the period of 2024 to 2026.
10/29/2024
Santander reports profit of €9,309 million (+14%) for the first nine months of the year
Return on tangible equity (RoTE) was 16.2%, in line with full-year target
10/29/2024
Canaccord sees 56% spike in UK wealth clients looking abroad
As the Budget looms closer, concerned wealth clients are assessing their options as fears mount over a tax raid on their assets.
10/29/2024
Evelyn Partners acquires ReSolve
The acquisition sees 60 employees including 12 partners and directors join Evelyn Partners as part of its Recovery & Restructuring Services team.
10/28/2024
UBS to complete Credit Suisse client migration in 18 months, CEO says
UBS CEO Sergio Ermotti said the migration of Credit Suisse clients onto the UBS platform has started and is complex.
10/28/2024
Citi brings game-changing digital solutions to wealth management and institutional banking
Cross-sector collaboration among key players in the fintech ecosystem is transforming the client experience
10/28/2024
China Targets Offshore Income: Implications for Private Bankers
Recent developments reveal that the Chinese authorities are focusing on overseas investment gains, with tax officials summoning high-net-worth individuals for assessments.
10/28/2024
UAE's economy to grow over 5% in 2025: UBS Wealth Management
The IMF recently maintained its forecast for the UAE’s GDP growth at 4%in 2024
10/28/2024
Rising investment returns ensure growth in the Swiss fund market
This is the fourth quarter in a row that the Swiss fund market has grown and reached new highs.