12/08/2023
Geneva private bank is expanding in Zurich
The financial institution has hired three new relationship managers in the Zurich branch.
Wealth and Asset Management
12/08/2023
Next-gen billionaires are breaking away from their family businesses as they inherit wealth
Billionaires who have inherited family wealth are more risk tolerant than their predecessors, while many are choosing to follow their own paths in business and philanthropy, according to UBS
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.
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