02/11/2025
UBS CEO Reiterates Focus on Cost Cuts in US Wealth
The comments came as UBS’s headcount in the Americas
Wealth and Asset Management
02/11/2025
Liechtenstein IAM backs ‘excellent opportunities’ in European stocks
Bruno Verstraete believes the perception of European economic weakness and the exceptionalism of the US appears to be shifting.
02/11/2025
Pictet announces full-year results for 2024
Assets under management or custody stood at CHF 724 billion (up 14%) as at 31 December 2024.
02/11/2025
Geology and pipelines set limits on Trump’s ‘drill, baby drill’
The Trump administration is promoting US fossil fuel production by reducing environmental regulations, accelerating drilling permits and opening up federal land for oil and gas extraction.
02/11/2025
Private banks tell clients to buy the dip on AI stocks
UBS and Standard Chartered this week urged clients to add to long-term technology holdings on any sell-offs.
02/11/2025
Wealth Management Sector Scorecard: Key Factors Shaping the Wealth Management Sector in 2025
This report scores the world's leading wealth management companies against the 10 themes that are impacting their industry the most.
02/11/2025
Fund finance uncovered: Five key trends from our industry roundtable
The fundraising environment is improving and there will essentially be a backlog of funds that were not launched in 2023 or 2024.
02/11/2025
Standard Chartered: local and global experts
Demir Avigdor, managing director, head of private banking UK, Standard Chartered, believes wealth is growing, not only in volume, but geographically.
02/10/2025
Essential wealth strategies for turbulent times (by Daniel Kalt)
In addition to these regular internal investment meetings, Mark Haefele also continuously advises hundreds of clients on strategic investment issues.
02/10/2025
Personal lines insurance: Enhancing wealth management for the next generation
Comprehensive personal lines insurance is key for wealth managers to enhance their value proposition and attract HNW clients.
02/10/2025
European and UK Equity Capital Markets Review January 2025
Equity markets have carried 2024’s momentum into January 2025, with uncertainty over US trade tariffs impacting February performance.
02/10/2025
Sanctuary Wealth Welcomes NewSpring Wealth Partners from UBS
Minneapolis-based Kristin Larson is the latest wirehouse advisor to choose Sanctuary's Partnered Independence model
02/10/2025
BlueOrchard-managed InsuResilience Private Equity strategy reaches target size
This development marks a key milestone for the strategy focused on enhancing climate resilience in underserved communities across developing regions.
02/10/2025
Bridging business borders between the UK and Germany
In an increasingly globalised world, the importance of cross-border business relationships can’t be overstated.
02/10/2025
EFG moves into new offices in Liechtenstein and Gstaad
The private banking group said its team in Vaduz is growing rapidly.
02/10/2025
These bonuses can make even Sergio Ermotti jealous
Compared to the previous year's salary of 29 million dollars, this is an increase of a good 20 percent.
02/10/2025
Verso Group expands with WH Ireland Henley-on-Thames team
They will collaborate with Verso’s leadership to drive regional growth.
02/10/2025
Next-gen woman advisor managing $200M switches from UBS to Sanctuary Wealth
Advisor joins the Partnered Independence model for new firm launch.
02/10/2025
CaixaBank Private Banking recognizes its clients’ social commitment with its 7th Philanthropy Awards
CaixaBank Asset Management also participated in the organization of the award presentation gala dinner.
02/10/2025
Centrum Wealth: Expanding Horizons Under Seasoned Private Banker and CEO Sandeep Das
Over the past year alone, the firm has hired around 90 professionals from 30 firms, reinforcing its expertise and reach.