Wealth and Asset Management Archives - Page 191 of 1507

Barclays PB's Swiss CIO reimagines investment advice

December 12, 2025

Mathias Gonzalez explains how new generations are reshaping expectations and where the private markets tastes of Swiss clients diverge from their Middle Eastern peers.

Wealth and Asset Management

Former Vontobel spin doctor strengthens his communications agency

December 12, 2025

The two new signings are Jan-Peter Schwartz and Oliver Zilcher.

Wealth and Asset Management

Compromise proposal on UBS equity from bourgeois parliamentarians

December 12, 2025

UBS and its CEO Sergio Ermotti argue that this would put them at a competitive disadvantage compared to their international rivals .

Wealth and Asset Management

Chris Künzle: "This is now the benchmark in Swiss private banking."

December 12, 2025

In a very short time, the wealth management study by Zurich finance professor Christoph "Chris" Künzle has become a standard work in the Swiss private banking sector.

Wealth and Asset Management

Most advisers unprepared for the ‘Great Wealth Transfer’, says Unbiased Pro

December 12, 2025

Advisers ranked client acquisition as their top business focus for the next year at 34%, with client retention at 23%.

Wealth and Asset Management

Hyper-automation is reshaping wealth management

December 12, 2025

Beneath the polished interfaces, many firms rely on fragmented systems that slow advisors, overwhelm operations teams, and leave compliance teams wading through manual evidence checks.

Wealth and Asset Management

Julius Baer's chief strategist expects calmer waters in 2026.

December 12, 2025

Christian Gattiker, Chief Strategist and Head of Research at Julius Baer, is cautiously optimistic for the coming year. After the turbulent year of 2025, somewhat calmer waters are expected.

Wealth and Asset Management

Barclays Joins Major Finance Firms to Launch UK Retail Investment Campaign

December 11, 2025

With retail investment in the UK the lowest in the G7, it is vital to help build a culture of saving and investing - supporting people to make informed choices about how to put their money to work.

Wealth and Asset Management

TIAA Wealth Management Unveils Rebrand Expanding Access to Financial Advice

December 11, 2025

New brand positioning combined with investment in technology, new products, and new advice channels, positions the business for next chapter of growth