05/31/2022
Another Bank Boss Turns Up Nose at Credit Suisse
Staub also spoke in favor of enforcing the same rules for all players in the Swiss financial center.
Wealth and Asset Management
05/31/2022
Mirabaud joins the Henokiens
These companies are all at least 200 years old, majority held and managed by members of the founding family and in good financial health.
05/31/2022
Zug consolidator purchases second wealth manager
Investarit is a Zurich based wealth management boutique and provider of asset management services.
05/31/2022
How offshore trusts can help protect wealth against volatility and attacks
Owing to an increasingly challenging global landscape, settlors are turning to trusts for asset protection – but real care needs to be taken when setting up such a structure.
05/31/2022
LGT receives multiple awards for philanthropy and impact investing offerings
WealthBriefing also presented LGT with the award for the bank with the best impact offering in Switzerland and Liechtenstein.
05/31/2022
SJP’s Policy Services turns a profit
It continues to invest in the infrastructure and staff levels to support long-term growth plans.
05/31/2022
Rockefeller Welcomes The Mendoza Group to its Rockefeller Global Family Office
Based in the Northern California’s Bay Area, the group is located in San Jose and becomes part of the Pacific Northwest Division, headed by Brian Riley.
05/30/2022
TWP Wealth to Join forces with Asset Manager
TWP’s current management team and staff will spearhead Irwin Mitchell’s wealth management arm and join forces with IM Asset Management which currently provides a full suite of financial planning and investment management services.
05/30/2022
Unblu recognized for outstanding wealth management platform at Private Banking Switzerland Awards 2021
Celebrated in Zurich, the event recognizes pioneering achievements by banks and service providers in the wealth management sector
05/30/2022
Why Wealth Managers Have Troubles Finding Senior Executives
The largest banks in the world have been from China for at least a decade now.
05/30/2022
Why Wealth Managers Have Trouble Finding Senior Executives
They may have significant investment banking or asset management franchises
05/30/2022
LGT hunts for multi-asset PM in Zurich
They would be responsible for managing multi-asset asset management mandates with single stocks and/or with diversified investment products.
05/30/2022
Credit Suisse's De Ferrari In First Interview as Wealth Management Head
After a stint as CEO of Australian financial services conglomerate AMP, he returned in January at CEO Thomas Gottstein’s request to build a global wealth management franchise.
05/30/2022
New research reveals different generational attitudes towards wealth management
This contrasted with 55–65 year old respondents who valued guidance on investment management the most highly.
05/30/2022
Another bank boss rejects the top position at CS
Zeno Staub has been head of the Zurich Vontobel Group for more than ten years, making him one of the longest-serving bank bosses in Switzerland.
05/30/2022
The chief dilemma of the Swiss big banks
Actually, one would think that it would be easy to find top executives for big banks like UBS or Credit Suisse (CS).
05/27/2022
CIBC reports Q2 profit down from year ago, wealth management profit up 20%
CIBC’s Canadian commercial banking and wealth management business earned $480 million for the quarter
05/27/2022
HSBC Announces Hiring Plans for China Wealth Unit
In addition, the bank also introduced an enhanced offering for its affluent business with the launch of HSBC Premier Elite for clients to gain access to dedicated and personalized services.
05/27/2022
JBWere seals strategic alliance with Lombard Odier
Lombard Odier and JBWere have worked in close partnership since 2011.
05/26/2022
NFP Acquires Financial Advisory Firm Simon Shirley Advisors
Acquisition expands NFP's presence, employee benefits and wealth management offerings in Ireland