12/01/2025
Ex-$3bn Citi private banker launches advisory firm in Geneva
Karim Chorfi’s new firm, A Swiss Capital Advisory, comes after a two-decade tenure at Citi Private Bank.
Wealth and Asset Management
12/01/2025
LLB relocates to former fashion house
LLB has relocated to the listed Modissa building in Bahnhofstrasse, Zurich.
12/01/2025
Suntera Global expands Luxembourg reach via Qualix partnership
Qualix provides domiciliation, directorship, accounting, tax, administration, payroll and liquidation services through a digitally driven operating model.
12/01/2025
Baloise and Helvetia confirm the completion date of the merger as December 5, 2025.
All necessary regulatory approvals have been received for the merger of Baloise and Helvetia and the transaction will be completed – as announced in September of this year – on December 5, 2025.
12/01/2025
Private banks and wealth managers’ demand for hedge fund exposure grows
Performances across key hedge fund strategies have been a notable catalyst.
12/01/2025
Family wellbeing is the missing piece in succession planning
Elizabeth Hart, CEO and founder of Singapore-based Legacy Wealth Advisors, joins PWM deputy editor Elisa Battaglia Trovato to discuss the forces influencing succession, governance and family harmony among Asia’s wealthiest families
12/01/2025
Job cuts and profit slide in Impax's annus horribilis
A £13bn outflow following the loss of two big SJP mandates has made it a year to forget for Impax Asset Management.
12/01/2025
UBP reveals plans to support Vision 2030 with new office in Riyadh
The move comes as the Kingdom undergoes significant transformations, including financial, under Vision 2030, which requires international expertise and global investment.
11/28/2025
BNP Paribas Wealth Management answers need for portfolios that navigate market volatility
Understanding the market helps investors build resilient, sustainable portfolios, seizing opportunities and minimising risk
11/28/2025
Private banks look south as Australia's wealth goes global
UBS Global Wealth Management, JP Morgan Private Bank and HSBC Global Private Banking are all targeting the $1tn market, using different models, investment advice and hiring strategies.
11/28/2025
From Bonds to Blockchains: Cecilia Sha on Bridging Traditional Wealth with the Digital Future
These conversations prompted Abacus Asia to explore digital pathways, not as speculative plays, but as extensions of its core wealth management proposition.
11/28/2025
How wealth managers can thrive in the GCC's rapidly evolving market
The GCC wealth management landscape is evolving, offering growth opportunities through innovative strategies and client-focused solutions.
11/28/2025
Hoxton Wealth’s Chris Ball on announcements from the UK Budget and what they will mean
Hoxton Wealth CEO Chris Ball walks through the implications of yesterday’s Budget
11/28/2025
DWS, Deutsche Bank and Doha-based family office launch €1bn German mandate
DWS will act as investment manager for Al Mirqab Capital to invest in Germany and across the wider European economy.
11/28/2025
Quilter Financial Planning appoints a further five firms to its network
Narrative, based in Wimbledon, London, led by Claudia Button who was previously with Quilter as both an adviser in its national business and as an adviser with Amicus, but has now launched her own advice firm.
11/28/2025
Pictet launches fund to capture growth from ageing societies
This transition is fuelling demand for both advanced healthcare solutions and technology that can help companies bridge labour gaps and lift productivity.
11/28/2025
Standard Chartered launches new health and wellness proposition for affluent clients
Announces strategic partnerships with Bupa Global and WHOOP to support clients’ holistic needs through health and prevention
11/28/2025
JTC Private Office Recognised at Prestigious Spear’s Awards
Recognised as the ‘Oscars of the private client world’, and a benchmark for excellence in serving the needs of HNWI and UHNW clients, the Awards celebrate the leading individuals, teams and firms in global wealth management, law, property and
11/28/2025
Wealth Club sees VCT ‘Black Friday rush’ to catch 30% tax incentive
Although the platform recorded a 538% spike in VCT subscriptions on Thursday, CEO Alex Davies expects overall fundraising to halve next year.
11/28/2025
DWS and Deutsche Bank partner with Al Mirqab Capital on EUR 1bn German Opportunities Mandate
Europe’s economy continues to grow and benefit from the recent momentum shift, particularly across equity markets, the technology sector, and policy initiatives.