11/29/2022
The Four Trends Driving Change in Wealth Management
This will happen particularly in South East Asia (SEA).
Wealth and Asset Management
11/29/2022
Private Banking & Wealth Management Switzerland Awards 2023 nominations out
Winners will be revealed on 15th December at The Dolder Grand in Zurich, Switzerland.
11/28/2022
Markaz named Best Private Bank or Wealth Manager Servicing the State of Kuwait by WealthBriefing
Reinforcing its institutional excellence in catering to client investment needs
11/28/2022
Putting The Elite In Elite Wealth Management
An often inconvenient truth of the wealth management industry is that ALL financial services and products are commodities.
11/28/2022
Credit unions up their game in wealth management
The state of play of advisory, investment services from co-operatives, credit unions
11/28/2022
BNP Paribas Wealth Management presents its five most relevant investment themes for 2023
After years of loose monetary and fiscal policies, bond yields fell to nearly 0% or even below zero and investors had no choice but to invest in equities to find reasonable returns.
11/28/2022
Citi: China Dominates Asian Wealth Flows to Switzerland
By region, demand also originated from Asia where rapid wealth creation persists, leading to potential needs for alternative residencies, nationalities and booking centers.
11/28/2022
Credit Suisse Swiss Head Seeks to Calm Outflow Concerns
The current structure of the Swiss Bank has the decisive advantage of offering internationally focused Swiss clients the option of drawing on the expertise and services of global asset management and investment banking teams.
11/28/2022
Interview with Mr. Selman Bicaco Urrutia, Head of Private Banking and Member of the Executive Committee, Piguet Galland & Cie SA
Beginning operations in 1856 as Banque Michod, the bank underwent a series of name changes and mergers before acquiring its current name.
11/28/2022
Why CI Financial's CEO is staying the course, despite recent headwinds
Despite recent negative press, CEO is convinced his three-part strategy is working and sees a bright future
11/28/2022
Coutts and BGF raise £80m to back entrepreneurs in UK
The additional funding means more capital for BGF to invest in start-ups, adding to the £2.5 billion on its balance sheet. BGF typically invests between £2 to £15 million and takes a minority shareholding in the companies it backs.
11/28/2022
Two Industry Awards for LGT in Middle East
This makes it a worthy winner in the pure play category, it said. It is the second year in a row that LGT has won the prestigious accolade.
11/25/2022
European Wealth Managers’ Net Flows to Decline Modestly in 2023
Declining asset prices directly reduce the fee-generating capacity of wealth managers as management fees are generally based on net asset values.
11/25/2022
Wealth of super-rich in Switzerland hardly dented by stock market turmoil
The three brothers, who all have Swiss passports, have held the top spot for the last 21 years with assets worth CHF54 billion ($57bn) in 2022.
11/25/2022
Young Middle East millionaire investors bid on Islamic and sustainable investments
The majority of younger investors already have Islamic investments, and also consider sustainability factors in their investment decisions
11/25/2022
An interesting year for the wealth management sector
The CIWMA continues to focus on a number of key issues facing the industry, including the need to attract a broader base of talent to the sector.
11/25/2022
Credit Suisse: The Saudis Are Aboard
Together, the transactions raised 4 billion francs for the troubled bank which is expected to help boost its CET1 ratio and support its strategic transformation.
11/25/2022
ZKB launches ESG ratings to address small and mid-cap data gap
Only four companies achieve the highest rating of five stars.
11/25/2022
Jersey wins Best IFC in WealthBriefing MENA Awards
The awards, now in their ninth year, celebrate top-class performance, innovation and achievement.
11/25/2022
Winland Wealth guides clients through tough financial markets and alternative investments
Employing a holistic approach, Winland Wealth helps clients achieve truly diversified portfolios through traditional and non-traditional vehicles