06/25/2019
Julius Baer head of key EM clients launches Mayfair wealth adviser
The new firm, Azura, is targeting billionaire clients in Monaco and London.
Wealth and Asset Management
06/25/2019
UK-based wealth manager enhances digital experience for HNW clients
Offers a range of investment management and wealth planning services
06/25/2019
Wealth manager secures funding for acquisitions
The wealth management group said it was pursuing acquisitions in the UK and internationally, confirming a "number" of deals were in the advanced stages of negotiation.
06/25/2019
Former UBS Top Banker Juerg Zeltner Poised for Swiss Strike
KBL recently made a non-binding offer to Bank am Bellevue after conducting due diligence, according to three people familiar with the matter.
06/25/2019
Australian asset manager Pinnacle in 'lift-out' talks with UK boutiques
In talks to acquire stakes in British firms
06/25/2019
Julius Baer Chooses ALPIMA
We are thrilled to work closely with them to help them future-proof and digitise their business and set a new standard for the industry.
06/25/2019
Wall St giants tipped to snap up wealth managers
“We are seeing this trend play out across our client set as well,” Mr Halpern said.
06/24/2019
UBS Trumpets Sustainabile Investment Moves
The banking and wealth management group sets out how it is meeting the demand for sustainable investment with concrete action.
06/24/2019
Estera Wins Two Awards
These awards recognise Lisa and the BD and marketing team’s outstanding achievements
06/24/2019
Sanctuary Wealth expands into two new markets
Jackson Hill & Fish, Southern Oak Wealth become third and fourth RIAs to join Sanctuary in June
06/24/2019
Labuan IBFC targets China outreach via Tricor Group partnership
We are excited to further our cooperation with Tricor to expand Labuan IBFC’s value proposition to the Greater China region
06/23/2019
From Nazis to refineries: How Switzerland has handled the world’s gold
World War II – Swiss neutrality and Nazi gold
06/23/2019
Goldman Revives Geneva Office as Bank Targets 25 Staff
The wealth managers will target customers with at least $10 million to invest and each will handle 25 to 40 clients, Le Temps said.
06/23/2019
Shaircraft Solutions CEO James Butler on the Highs and Lows of Private Aviation
"The industry has proven resilient and is thriving."
06/23/2019
Global wealth expansion to support private banking
HSBC Private Banking attracted $10 billion net new money in Q1 2019
06/21/2019
Former banker is building a contemporary philanthropy structure
Christopher Wilson's foundation reaches out to UNHW families and younger people to fund projects that create a social impact across Southeast Asia
06/21/2019
UBS: No More Grey Gnomes of Zurich
He believes in promoting even younger managers to positions of influence and power.
06/21/2019
Swiss AM loses two catastrophe bond fund mandates to rival
The Solidum and Falcon products in the insurance-linked securities sector complement each other ideally to provide investors with the choice of a fitting investment solution.
06/21/2019
Quilter Private Client Advisers adds £211m AUA with triple acquisition
London area financial planners
06/21/2019
An Ex-UBS Banker Is Battling to Keep Japan in Super Rugby
That decision came just months before Japan hosts the Rugby World Cup, shocking the club that has built a loyal following since its inaugural season in 2016, despite struggling to win games.