04/22/2025
This investment is expected to strengthen 360 ONE WAM’s capital position while marking a long-term strategic alignment with UBS, one of the world’s most prominent global financial institutions.
04/22/2025
This marks the first transaction for Brookfield Financial Infrastructure Partners (BFIP) and brings together one of the U.K.’s largest private investors
04/22/2025
The Swiss private bank EFG International is stepping into the breach.
04/22/2025
Strategic collaboration will enhance the wealth management solutions available to global Indian clients
04/22/2025
The combined company will thus be strengthened for a new chapter of focused, profitable growth.
04/22/2025
In its ownership strategies, the Canton of Lucerne sets out the intentions it pursues with its investments.
04/22/2025
UBS comes to the at first glance surprising finding that the SNB will report a profit of between CHF 5 billion and CHF 15 billion in the first quarter of 2025.
04/22/2025
The opportunity to integrate UMH solutions within banking and trust services is not just a nice-to-have, it’s a must-have.
04/22/2025
The focus of the new division will be to help clients who have suffered life-changing injuries plan for their future by offering tailored financial planning and investment advice.
04/22/2025
The retail investment company later agreed to its £5.4bn sale to a group of private equity firms including CVC Capital Partners last year.
04/22/2025
The firms are tapping into the ‘rapidly expanding’ credit secondaries market.
04/22/2025
This office space houses over 100 private bankers and relationship managers who specialize in offering high-end commercial and private banking solutions.
04/17/2025
The Swedish wealth manager says there is ‘no shortage of high-quality financial advice firms in the UK’
04/17/2025
The overarching question is whether or not the investments of wealthy families actually make any major impact on society.
04/17/2025
The survey explored investor views on sector opportunities for the second quarter of 2025
04/17/2025
The team is led by Private Advisors and Managing Directors Ray Chase and Angie Newman and includes Private Advisor and Senior Vice President Dan Riordan.
04/17/2025
The Swiss banking giant has now been overtaken by Santander in terms of market capitalization.
04/17/2025
The program consolidates multiple investment vehicles into a single account, allowing for simplified investment tracking and reporting.
04/17/2025
Connected Wealth is ultimately about ensuring that wealth serves a greater purpose
04/17/2025
Swiss firm set up cross-divisional wealth unit last summer as rivals tempt dealmakers with bonuses to refer rich clients