11/03/2020
Cantonal bank takes 30% stake in real estate boutique
The cantonal bank also announced its four-year growth plan.
Wealth and Asset Management
11/03/2020
Trust more important than ever for successful transfer of family businesses between generations
The research is based upon a survey of over 400 global HNW individuals with at least GBP5 million in assets each
11/03/2020
The wealthy rush to shield their assets from Biden
He also wants to tax capital gains and dividends at 39.6% for people making over $1 million (which would be bad for private equity investors and others).
11/03/2020
UBS to foray into Qatar's wealth management space
The country is one of the world's largest producers of liquid gas, which made Qatar extremely wealthy.
11/03/2020
SJP to help ex-military personnel retrain as Financial Planners
SJP signed up for the Armed Forces Covenant in October to support armed forces personnel and ensure they are not disadvantaged in society.
11/03/2020
Julius Baer Eyes Return to Major Dealmaking
The Swiss private bank is signaling its willingness to return to the deal hunt under CEO Philipp Rickenbacher. Switzerland's regulator had put the kibosh on major acquisitions as part of a sanction for money laundering.
11/03/2020
Julius Baer CEO expects M&A restrictions to be lifted next year, open to big acquisitions - themarket.ch
"They have made us the global bank that we are today, and acquisitions will continue to play a role in the future: We are open to big, transformational acquisitions."
11/03/2020
Rathbones 'deeply concerned' over ACG's refusal to liquidate Gabelli Value Plus+
Adds voice to dissenting shareholders
11/03/2020
UK financial services firms merge
Deal will allow the businesses to expand their wealth management and tax planning operations
11/03/2020
Eaton Vance Wealth Unit Wraps Up Purchase of $2.3B RIA
The news comes about one month after Morgan Stanley said it was buying asset manager Eaton Vance for $7 billion.
11/03/2020
Wealth Management: Monthly Market Summary
October saw "risk-off" sentiment prevail – particularly in the concluding week of the month
11/02/2020
AMP Says Ares Offer Values Wealth Manager at $4.5 Billion
The disclosure of the offer price may now flush out other bids.
11/02/2020
Global Wealth Management Market Expected to reach highest CAGR in forecast period :BlackRock, UBS, Allianz, Vanguard Group, State Street Global Advisors,
This report on global Wealth Management market is designed to serve as a ready-to-use guide for developing accurate pandemic management programs allowing market players to successfully emerge from the crisis and retrack voluminous gains and profits.
11/02/2020
Crestone Wealth Management revenue up 12%
Crestone intends to continue to increase its investment in growth during FY21 to take advantage of the opportunities presented by ongoing market disruption in the broader wealth management industry.
11/02/2020
Labuan IBFC shortlisted for ‘International Domicile of the Year’
Captives are self-insurance vehicles which are strategic risk management tools utilised by many corporations around the world.
11/02/2020
UBS chief retires from banking in pandemic drift
Now he's not sure lenders will be able to endure another economic downturn, especially in Europe where they remain "quite vulnerable" to the low interest rate and growth environment.
11/02/2020
UBS and Private Equity Firm Team for Wealth Offering
The offering is aimed at clients with at least 100,000 Swiss francs ($110,000) to invest in unlisted instruments.
11/02/2020
Apex Awarded Fund Administration Mandate by Keel Capital
This latest client win further demonstrates the success of Apex’s single-source solution and its capabilities to support clients, including established managers such as Keel Capital who are seeking an improved service from their provider.
11/02/2020
How regulations changed our role: EFG Bank private banker
Strippoli also talked about the banking secrecy era and how Swiss banks now have to compete with banks from all over the world.
11/02/2020
Chinese billionaires boost their fortunes at record pace despite coronavirus crisis — DHT Business News
The world has never seen this much wealth created in just one year,” Hoogewerf said in a statement on Tuesday.