09/16/2025
Wealth Intelligence offers fast and simple access to the comprehensive range of reports published by the bank’s award-winning Chief Investment Office.
09/15/2025
The new group will be led by Kurt Niemeyer
09/15/2025
This milestone follows UBS’s 2024 acquisition of Credit Suisse, with Asia-Pacific becoming the first region to complete full client integration across wealth management, investment banking, and asset management divisions.
09/15/2025
The project showcases Swiss excellence in architecture and engineering, reinforcing Geneva’s global financial standing
09/15/2025
This expansion follows the June launch of a US dollar-based private credit fund of funds, which raised around USD100 million in its first month, driven by strong interest from Asian clients.
09/15/2025
Daniel Muller set up Hawker Wealth Management in June after leaving Cazenove after it acquired his former employer Whitley AM last October.
09/15/2025
Garrett started Coastline Wealth Management in 2012.
09/15/2025
The private banking group’s head of private markets strategy says dividend recapitalisations can weaken companies at critical moments.
09/15/2025
Facing an expanding mandate, she told Asian Private Banker how the US bank is capitalising on recent market momentum, while highlighting investment trends among family office clients.
09/15/2025
Exactly one hundred years ago today, Bank Julius Baer moved to Bahnhofstrasse 36.
09/15/2025
At the event, Madeleine Debney, co-founder at Otto, spoke to the use of AI in wealth management, noting that some AI companies are focusing more on the safe and ethical use of AI.
09/12/2025
The Abu Dhabi office will complement Lazard’s established presence in Riyadh, enhancing localized coverage as regional entities pursue economic diversification and deploy billions in global investments.
09/12/2025
The move caters to rising demand from rich investors for private assets that offer a measure of liquidity
09/12/2025
In April, Helvetia and Baloise announced their agreement to merge as equals.
09/12/2025
It is intended to complement HSBC’s other regional spaces in Birmingham and Manchester which serve clients in the Midlands and North West respectively.
09/12/2025
Owner-managed independent asset manager, Montvalor Partners, was launched this month by ex-Colin&Cie managing directors Marc Müller, Marcel Schällebaum, and Peter Strohm.
09/12/2025
DLR market data now available on Kaiko's new data application on Canton Network, Broadridge leading the settlement of tokenized real assets
09/12/2025
UBS announced its collaboration with BSK and JET earlier this year, in an effort to raise awareness of the charities and with an aim to increase the firm’s local, social impact commitment.
09/12/2025
The winners will be determined through a combination of online public voting and assessment by an independent panel of judges.
09/12/2025
Increased staff costs in 2024 meant profits slipped, although revenues were significantly higher.