06/29/2023
Cantonal banks sell significant stakes in GLKB
The group has sold around 1.5 million shares, significantly increasing the free float.
Wealth and Asset Management
06/29/2023
BNP Paribas Wealth Management publishes an exclusive report with the SDA
Bocconi School of Management, to deep dive into new issues and trends of family business governance in Europe
06/29/2023
Protect your wealth from inheritance tax
Inheritance tax is a topic that continues to grab headlines.
06/29/2023
Evelyn Partners’ launches new digital hybrid platform as part of its landmark employee financial wellbeing service, Moneyhealth
The service enables employers to offer a comprehensive approach towards effective money management for staff at all income levels – whether a trainee or senior executive.
06/29/2023
IQ-EQ shortlisted for ‘Trust Company of the Year’ in 2023 STEP Private Client Awards
The STEP Private Client Awards are recognised as the hallmark of quality within the private wealth industry, celebrating excellence among private client practitioners in sectors ranging from law to finance.
06/29/2023
Daniele Brupbacher Goes From Sell-Side to Ermotti's Side
The letter states the long-standing banking analyst will take charge of strategy teams at the Group and division levels, reporting directly to Ermotti.
06/29/2023
Objectway achieved its tenth consecutive awards recognition as “Best Wealth Management Solution” by Goodacre
The unceased leadership is a concrete result of the longtime and continued appreciation from clients and market experts.
06/28/2023
Ardshinbank Private Banking Receives Recognition as Best in Armenia by Global Banking & Finance Review
This prestigious accolade serves as a testament to the bank's leading position within the industry, exceptional customer service, and personalized offerings.
06/28/2023
'Augmented banker' key to PBs’ digitalisation push
Private banking heads don’t expect AI to replace humans when it comes to client relationships but believe it will help create more personalised services.
06/28/2023
IG bonds dominate Asia's discretionary portfolio mandates
Bonds are back, as clients seek protection after a rocky year, Asia DPM heads of Deutsche Bank IPB, JP Morgan PB and Pictet WM tell Citywire Asia.
06/28/2023
Innovative Ways of Attracting and Serving Clients Draw Accolades for Merrill Wealth Management and Bank of America Private Bank
Wealth Management Businesses Receive Multiple Industry Awards for Digital Innovation and Leadership.
06/28/2023
Switzerland clings on as world’s top offshore wealth centre
A year ago BCG forecast that Hong Kong would overtake Switzerland as the world’s leading offshore wealth centre by the end of 2023.
06/28/2023
UBS plans to gut Credit Suisse by laying off 35,000 workers after buying the struggling bank in a fire sale
Three months after UBS agreed to buy Credit Suisse in a government-brokered rescue, the full extent of the job cuts is starting to become clear.
06/28/2023
Klaus Biermann: «Those waiting to see at Credit Suisse are living on hope»
UBS mustn't lose any time in the integration and realignment process. Every day costs money, and the risk of additional assets flowing out is growing.
06/28/2023
Sustainable thematics surge despite Swiss ESG investments struggling
Impact investing approaches also reported strong growth in 2022.
06/28/2023
Hong Kong Nipping at Swiss Wealth Management's Heels
The downturn was in strong contrast to the year before in which assets grew more than 10 percent, in one of the best markets in more than a decade.
06/27/2023
GAM Investments Rahul Mathur Highlights Strategies to Isolate Alpha in these Uncertain Times
He highlighted how central banks are facing up to the dilemma of preserving financial stability and at the same time taming inflation.
06/27/2023
CEO Captain: Citi Global Wealth's Angel Ng
Citi Global Wealth's head of Asia Angel Ng talks us through combining the bank's retail and private banking experience to provide clients with a comprehensive service.
06/27/2023
Endurance Wealth Management to Join Focus Partner Firm Crestwood Advisors, Extending Crestwood’s New England Presence
The transaction is expected to close in the third quarter of 2023, subject to customary closing conditions.
06/27/2023
Feifa partners with Affinity Private Wealth
Wealth manager wants to provide more sustainable investment solutions