12/08/2023
Julius Baer and the Anatomy of Resignation
The CEO usually takes responsibility for incidents that could potentially put a company in significant difficulty.
Wealth and Asset Management
12/08/2023
Lombard Odier: Top 10 Investment Convictions in 2024
And on the macroeconomic environment, the bank notes that «historical evidence argues against ruling out a recession» though it is still positive.
12/08/2023
Where are the opportunities and challenges for the APAC wealth management sector?
As demand for wealth management services in the region increases
12/08/2023
Unlocking the potential of modern wealth management
One key aspect of modern wealth management involves embracing a holistic approach to financial well-being.
12/08/2023
Nomura announces asset management tie-up with OCBC
It is the first such collaboration between the two and has been driven by the resurgence of the Japanese economy
12/08/2023
Goldman Lampe Private Bank Leverages Advanced AI for Enhanced Security and Investment Insight
Confronting the escalating challenges of financial fraud in the digital era, Goldman Lampe has taken a decisive step by introducing a sophisticated AI-driven solution.
12/08/2023
Final operational merger of UBS and Credit Suisse approved
The merger is therefore expected to be completed in 2024, subject to regulatory approvals.
12/08/2023
BlackRock urges investors to keep the faith in equities
The message to investors from the asset manager is clear: stay invested in equities, strategically deploy cash, and focus on quality and valuation.
12/08/2023
The importance of responsible investing
Why we think it is important to look at all risk factors and opportunities when considering investments.
12/08/2023
Charting new horizons: empowerment and strategy in women's wealth management
Insights from the Women in Wealth Management Summit 2023: Pioneering paths in finance and exploration
12/07/2023
Macquarie Asset Management Launches Outlook 2024
Notwithstanding the improvement in returns this year, in Macquarie Asset Management’s view, cyclical headwinds remain for investors to navigate.
12/07/2023
Coutts Monthly update: A brighter month for markets
Markets have been bolstered by falling inflation and signs that interest rates have peaked.
12/07/2023
The UK’s best private banks: the exclusive institutions UHNWs trust with their money
The UK's top private banks offer a discreet and exclusive service to their super-rich clients, but a lot has changed in the past 350 years
12/07/2023
Julius Baer renews partnership with the Elbphilharmonie Hamburg
Bank Julius Baer is proud to announce the continuation of its partnership with the Elbphilharmonie Hamburg for a further three years.
12/07/2023
American private market giant gains a foothold in Zurich
The private market specialist is particularly interested in the very wealthy customers of private banks in this country.
12/07/2023
SCB Julius Baer Celebrates the Success of its Inaugural ‘The 45 Academia Programme’
This strategic alliance aims to bring global wealth management expertise to Thailand, offering a unique blend of financial services curated specifically for the kingdom’s high net worth individuals.
12/07/2023
Indosuez poaches EAM head from SocGen Swiss PB
David Saliné was previously head of private banking at Societe Generale Private Banking Switzerland.
12/07/2023
Societe Generale Said to Revive Sale of UK Private Bank Unit
Krupa has signalled SocGen will exit non-core businesses
12/07/2023
FAB Private Banking launches fund to support UN Sustainable Development Goals
FAB SDG Fund targets investments that address social and environmental challenges
12/06/2023
NFL Players Association names UBS an Institutional Financial Advisor
UBS Financial Advisors bring a planning orientation and extensive experience to helping professional athletes and their families deal with issues such as sudden wealth, complex contracts, family financial dynamics, and much more.