Julius Bär Gruppe AG: How a Quiet Swiss Wealth Engine Is Being Re?Engineered for a New Era
Private banking used to be about marble lobbies, discreet meetings, and opaque products.
Wealth and Asset Management
14928 articles found
JM Finn shortlisted for Investment Management Firm of the Year
Firm among finalists at Citywealth Magic Circle Awards 2026.
Elston launches multi-platform smoothed MPS
The investment management fee is 0.15 per cent and the underlying OCF is 0.40 per cent-0.46 per cent depending on risk profile.
Wealth Management, Drop Com
A small change to the Wealth Management brand.
UBS Bets on Unified Leadership to Unlock Post–Integration Value
The integration of Credit Suisse has always been less about branding and more about systems.
Hightower Expands Signature Wealth Brand with the Addition of Five Advisory Practices, Enhancing the Client Experience Nationwide
With this expansion, the HTSW brand now operates across 19 locations nationwide, with more than 100 advisors, offering clients a unified, elevated wealth management experience.
Wealthspire’s Ground Control Business Management Acquires Ceres Financial Management, LLC
Addition strengthens Ground Control’s presence in Los Angeles and expands its capabilities for HNW clients including entertainers and entrepreneurs
Why HSBC Asset Management’s Nicolas Moreau isn’t done with Asia
The boss of the bank’s fund arm relishes being based in Hong Kong and still has unfinished business in the region
Amova Asset Management Strengthens Asian Footprint with Controlling Stake in AHAM Capital
The firm serves a diversified client base spanning retail and mass affluent investors, corporates, government-linked entities, and institutional clients, and ranks among Malaysia’s three largest asset managers.
Bernicke Wealth Management Opens New Office in De Pere, Wisconsin
This expansion marks the firm’s fourth location and reflects continued growth driven by increasing demand for comprehensive wealth management services.
Financial advisor takes the plunge into the city on the Rhone River
Pensexpert, a provider specializing in individual pension solutions, is opening an office in Geneva at Cours des Bastions, thereby strengthening its presence in western Switzerland.
High-Net-Worth Risk Appetite Drops as Some Regions Show Stabilization
Seventy-seven percent of respondents to HUB’s private client outlook survey said that they’ve struggled to secure adequate property insurance for their homes.