Swiss reject millionaire inheritance tax fearing wealth exodus
The plan ran into staunch opposition from the government and all parties aside from the left.
Wealth and Asset Management
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Switzerland to Remain World’s No. 1 Wealth Center, EFG CEO Says
Switzerland has repeatedly faced predictions it’s losing its vaunted reputation as one of the most welcoming places for the wealthy around the globe.
Foster Denovo extends platform partnership with Third Financial
The model enables firms to take greater control of the products offered, customer experience as well as more of the value chain.
Rothschild & Co advises on two winning deals from IJGlobal
The transaction is the largest renewables deal across CSEE and Greece’s largest ever P2P acquisition financing.
Rothschild & Co sets the course for the continued development of its Wealth Management business in Germany
Under new leadership and a broader investment offering, Rothschild & Co is further developing its business in Germany and strengthening its support for clients.
Blackstone to pump hundreds of billions into Europe as gov't attitudes shift
The group announced a £100bn investment in just the UK in the next decade, as its new building in Berkeley Square starts taking shape.
Wealthy but wary – examining the generational transfer
The draw is diversification and higher return potential, with a growing interest in private credit, which Chisholm views as poised to attract more inflows than private equity in the coming year.
LLB relocates to former fashion house
LLB has relocated to the listed Modissa building in Bahnhofstrasse, Zurich.
Ex-$3bn Citi private banker launches advisory firm in Geneva
Karim Chorfi’s new firm, A Swiss Capital Advisory, comes after a two-decade tenure at Citi Private Bank.
Suntera Global expands Luxembourg reach via Qualix partnership
Qualix provides domiciliation, directorship, accounting, tax, administration, payroll and liquidation services through a digitally driven operating model.
Baloise and Helvetia confirm the completion date of the merger as December 5, 2025.
All necessary regulatory approvals have been received for the merger of Baloise and Helvetia and the transaction will be completed – as announced in September of this year – on December 5, 2025.
Private banks and wealth managers’ demand for hedge fund exposure grows
Performances across key hedge fund strategies have been a notable catalyst.