04/03/2023
Julius Baer chief warns Switzerland not to jeopardise status as banker to super-rich
Philipp Rickenbacher says crisis of confidence in global banking far from over
Wealth and Asset Management
04/03/2023
The Credit Suisse Nostalgia Industry is up and Running
In the future, the financial institution will operate under the umbrella of its rival UBS.
04/03/2023
Leeds-based advice firm bought by law firm
But the acquisition of Andrews Gwynne is designed to enable it to expand into a more generalist advice business.
03/31/2023
Another debt ceiling debate
The extraordinary measures now being undertaken by the Treasury Department will allow Congress to debate policy proposals for another few months.
03/31/2023
UBP and RMG close an exclusive private markets transaction
Together the two institutions assembled a limited number of pension funds, institutional clients and family offices from French-speaking Switzerland to partake in the transaction that was agreed at CHF 500 million.
03/31/2023
Arbuthnot Banking Group: Audited Final Results
Profit growth accelerates path to "Future State".
03/31/2023
Dowgate Wealth announces launch of new investment company: Onward Opportunities Limited
Newly launched investment company with UK smaller company focus
03/31/2023
HSBC takes centre stage in positioning Hong Kong as an international wealth hub for family offices
The bank took part in the government’s recent Wealth for Good summit that hosted some of the world’s wealthiest families and their representatives
03/31/2023
Africa’s best private bank 2023: Standard Bank Wealth and Investment
This year, amid strong competition, the judges agree that Standard Bank Wealth and Investment is the institution that has best demonstrated its distinction and regional leadership in Africa
03/31/2023
Deutsche Bank creates wealth operation in South Africa
It will offer a range of services including portfolio management and complex structuring
03/31/2023
Tidjane Thiam blames speculators
He spoke on Thursday about the risks he believes the banking industry will face in the coming years.
03/31/2023
Gresham House Annual Results 2022
20% increase in AUM to £7.8bn, with strong organic growth.
03/31/2023
Why investing could be a good long-term option for your cash
It’s important to keep cash for your short-term needs but, with year-on-year inflation above 10% in the UK, investing could be a good option for the future.
03/31/2023
Jersey’s global reach underlined through Best IFC success at WealthBriefing European Awards
The award reflects the jurisdiction’s growing international reach and its reputation as a centre at the heart of Europe supporting the global ambitions of investors.
03/31/2023
Strength of JTC Private Office Proposition Highlighted in Wealthbriefing Award Win
Now in their eleventh year, the awards are designed to celebrate expertise, achievements and innovation delivered by teams and individuals across the wealth management sector in Europe.
03/30/2023
Board of Directors announces the withdrawal of proposals for the 2023 Annual General Meeting of Shareholders of Credit Suisse Group AG
The Board is further informing on its proposal regarding the appropriation of retained earnings and ordinary distribution of a dividend.
03/30/2023
Spear’s 2023 Wealth Management Index
Spear’s 500 is an independent guide to the most trusted advisers and service providers to HNWs.
03/30/2023
Hong Kong’s reopening boosts optimism in wealth management
Amy Lo, who chairs the executive committee of the city’s Private Wealth Management Association, says it still has allure for Chinese clients
03/30/2023
Kuwaiti Private Bank Moves Into Historical Geneva Building
Before moving to the banking district, the bank was based at Quai du Mont-Blanc.
03/30/2023
Mirabaud targets CHF 200m with Article 9 property strategy
Managing partner Lionel Aeschlimann said property developers are open to co-investments in the early stages.