02/04/2021
The SYZ Group voted Best “Alternative Fund Manager” for the second year running
The SYZ Group has been awarded “Best Alternative Fund Manager” at the 8th edition of the WealthBriefing Swiss Awards for the second year running.
Wealth and Asset Management
02/03/2021
UBS Multibanking available to corporate clients throughout Switzerland
UBS Multibanking allows corporate clients to access third-party bank accounts worldwide in UBS E-Banking and, as a first in Switzerland, to make payments directly via a single platform.
02/03/2021
UBS retains lead as Institutional Investor's Top Global Equity Research Firm of the Year
For the fourth consecutive year, UBS has been named Institutional Investor's Top Global Equity Research Firm
02/03/2021
UK wealth firm enters administration
‘Due to delays in the investment required for the business to begin trading’
02/03/2021
QWealth partners with wealth management firm
Partnership with $280 million AUM operation includes Vancouver Island company's first 'breakaway bank advisor'
02/03/2021
Discounts on luxury London homes have got less generous, as demand rises
The data shows that during the fourth quarter, 16.2% more properties were under offer compared to the same period in 2019.
02/03/2021
Envysion Wealth Management Inks Malaysia Tie-Up
Singapore-based Envysion Wealth Management enters a strategic partnership with a Malaysian financial solutions provider that expand the independent asset manager’s offshore capabilities.
02/03/2021
Irish household wealth hits record high of €831bn despite pandemic
Net worth of Irish households increases despite rise in unemployment, data shows
02/03/2021
Mattioli Woods scoops up wealth management firm
Montagu is based in Twickenham and employs an experienced team of four staff, all of whom will remain with Mattioli Woods following completion.
02/03/2021
Butterfield Group Head of Trust, Jane Pearce, recognised as eprivateclient’s 50 Most Influential in 2021
The 50 individuals were selected by PAM Insight judges after an exhaustive selection process, where each nomination was judged on its strength, the merits of the individuals, and PAM Insight’s market knowledge.
02/03/2021
Global Equity Quarterly Q4 2020
Investment Insights by our experts and thought leaders
02/03/2021
Neue Privat Bank Forges Alliance in Middle East
The Swiss private bank, which is relatively young at twenty years, is owned by its management, in particular by CEO Markus Ruffner.
02/03/2021
Investors should keep a high proportion of tangible assets: Pictet
The firm said 2021 is expected to be a year of earnings recovery.
02/03/2021
Goldman Sachs Wants to Get Cozy With Main Street and Its Money
Bank targeting mass affluent in latest personal-finance push
02/03/2021
Credit derivatives house of the year: Credit Suisse
Risk Awards 2021: hedging before the crisis allowed bank to offer ample liquidity when markets tanked
02/03/2021
Wealth manager to launch defensive fund of up to £50m aimed at risk-averse
Fixed interest makes up the majority of the fund’s asset allocation at 70%, with equities and related securities accounting for less than 25%.
02/02/2021
Digitalization: The Future of Wealth Management
The ground is shifting with the wealth getting passed on from baby boomers to Gen-X and millennials.
02/02/2021
UBS: Personnel carousel in Germany turns
The largest Swiss bank hires a Senior Relationship Manager for its branch in Düsseldorf
02/02/2021
Edmond de Rothschild: All Eyes on Ariane
His wife, Ariane de Rothschild, chairs the bank and orchestrated its recent strategy overhaul.
02/02/2021
12 Powerful Wealth Management Trends. 12 Opportunities in 2021. Are you ready?
The pandemic has merely acted as a reminder for the industry to revisit its priorities to appropriately tackle these challenges, and it has been successful in doing so by accelerating the adoption of tech and opening the door for WealthTech.