UBS CEO succession: Who is in the lead?
The process was initiated much earlier, immediately after Ermotti's return to UBS.
Wealth and Asset Management
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Leonteq receives BaFin license extension
This marks an important step in the expansion of its retail flow business in the German market.
Quilter launches smoothed funds in partnership with Standard Life
Each fund invests across a diversified mix of assets, including equities, bonds, alternatives, and money market instruments such as cash, typically through third-party funds.
Bank HR developer distributes leadership burden across several shoulders
Basler will remain with the BBZ and will dedicate himself to strategic issues on the board of directors.
Quilter Cheviot: The key themes driving the sustainable recovery in 2026
Global equity markets are expected to deliver moderate gains, supported by technological innovation, fiscal stimulus, and selective regional opportunities.
Coutts Weighs Offering Ares and Apollo Funds for Wealth Clients
The private bank, owned by Natwest Group Plc, is considering whether to offer clients so-called evergreen funds managed by Ares Management Corp. and Apollo Global Management Inc.
Elevation Point Stakes $1.3B Ex-UBS Team in Atlanta
The eight-member team has created Harbor View Private Wealth and represents Elevation Point's first investment of the year.
UBS warns Swiss capital plan risks competitiveness and shareholder value
The bank estimated the plan would increase its capital needs by about $23–24bn, mainly through additional Common Equity Tier 1 capital.
RIA moves: Focus integrates Kovitz, Rothschild acquires Windgate in Chicago shakeup
Two Midwest transactions underscore momentum in RIA mergers and acquisitions.
Why debt dynamics show promise for UK economy
View the UK through a debt lens and you see an economy with the potential to outperform in 2026.
Quilter launches smoothed funds in partnership with Standard Life
Each fund invests across a diversified mix of assets, including equities, bonds, alternatives, and money market instruments such as cash, typically through third-party funds.
Evergreen fund launches to fuel 5-year growth spurt
Wealth-focused evergreen funds are set to grow at 11 per cent annually by 2029 as wealth managers focus on private credit.