02/19/2025
EFG International reports full-year 2024 results
Highest dividend ever with CHF 0.60 per share proposed for the financial year 2024, up 9% compared to 2023
Wealth and Asset Management
02/19/2025
UBS Advisor Team The Matthews Group Named to Forbes Top Wealth Management Teams and Best-in-State Lists
Together, they provide a multi-disciplinary approach to delivering holistic advice to ultra-high net worth individuals, business owners, entrepreneurs and multi-generational families.
02/19/2025
Marsh McLennan’s Mercer to Acquire SECOR Asset Management
As part of the agreement, SECOR’s more than 40 colleagues in New York and London will join Mercer upon completion of the transaction.
02/19/2025
HSBC Holdings plc Annual Results 2024
Each targeted action we are taking is designed to unlock HSBC’s full potential.
02/19/2025
Evelyn Partners ramps up partnership with Alfred Dunhill Padel Classic at The Hurlingham Club
Evelyn Partners has strengthened its commitment to event – one of the world’s finest celebrity pro-am padel tournaments – with a multi-year tie-up.
02/19/2025
Increase in the annual result for 2024 and the distribution to the canton
Operating profits rose to 236.5 million francs, an increase of 12.3 million francs.
02/19/2025
Charles Stanley eyes active ETFs for sustainable portfolios
Paris Jordan believes that active ETFs can align with the regulator’s sustainable investment regime.
02/18/2025
The Wealth Management Revolution: balancing innovation, efficiency, and client expectations
Success now depends on their ability to seamlessly integrate technology, elevate client experience, and maintain profitability.
02/18/2025
Charities Helping hospices to manage their income
Good financial management will see hospices setting aside some reserves to support future expenditure.
02/18/2025
Obwaldner Kantonalbank consolidates its market position with sustainable growth
Thanks to far-sighted cost discipline focused on strategic initiatives
02/18/2025
Swiss banking regulation is on the wrong track
The arguments are largely on the table
02/18/2025
Gulf wealth managers prepare for consolidation in 2025
The Gulf is the key jurisdiction to watch in 2025, leading this surge of M&A and consolidation.
02/18/2025
AKB with strong growth
Business success fell by 3.2% to CHF 297.3 million compared to the record year of 2023.
02/18/2025
Tocqueville Asset Management expands business with $1.3B AUM acquisition
The 40-year-old independent investment partnership picks up high caliber team.
02/18/2025
IG Wealth Management Expands Azure Separately Managed Account Offering with New Mandates and Asset Management Partners
Separately Managed Accounts have become increasingly important
02/17/2025
Moment of Truth for HSBC CEO
Duplications are to be eliminated and the cumbersome bureaucracy within the organization reduced.
02/17/2025
186 Ameriprise Financial Advisors Named to the Forbes “Top Women Wealth Advisors Best-In-State” List
The rankings are finalized based on data provided by thousands of the nation’s most accomplished women advisors.
02/17/2025
We are still bullish on gold
Consequently, central banks around the world have allocated an increasing share of their reserve assets to the yellow metal, and we think that this trend will continue in 2025.
02/17/2025
Former Citi PB funds and advisory exec relocates to India
The former Citi Private Bank funds and advisory executive has resurfaced at LGT Wealth India.
02/17/2025
Perpetual secures revised offer from KKR for wealth and corporate trust units
Negotiations on the financial details of the updated proposal are ongoing, with shareholder profits still to be finalised.