Compromise proposal on UBS equity from bourgeois parliamentarians
UBS and its CEO Sergio Ermotti argue that this would put them at a competitive disadvantage compared to their international rivals .
Wealth and Asset Management
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Chris Künzle: "This is now the benchmark in Swiss private banking."
In a very short time, the wealth management study by Zurich finance professor Christoph "Chris" Künzle has become a standard work in the Swiss private banking sector.
Most advisers unprepared for the ‘Great Wealth Transfer’, says Unbiased Pro
Advisers ranked client acquisition as their top business focus for the next year at 34%, with client retention at 23%.
Hyper-automation is reshaping wealth management
Beneath the polished interfaces, many firms rely on fragmented systems that slow advisors, overwhelm operations teams, and leave compliance teams wading through manual evidence checks.
Julius Baer's chief strategist expects calmer waters in 2026.
Christian Gattiker, Chief Strategist and Head of Research at Julius Baer, is cautiously optimistic for the coming year. After the turbulent year of 2025, somewhat calmer waters are expected.
Barclays Joins Major Finance Firms to Launch UK Retail Investment Campaign
With retail investment in the UK the lowest in the G7, it is vital to help build a culture of saving and investing - supporting people to make informed choices about how to put their money to work.
TIAA Wealth Management Unveils Rebrand Expanding Access to Financial Advice
New brand positioning combined with investment in technology, new products, and new advice channels, positions the business for next chapter of growth
Mercer Advisors Expands Pacific Northwest Footprint with Acquisition of Thompson Advisory Services
Partnership adds Portland-based RIA known for holistic, planning-first client service
Truist Wealth elevates the digital experience with a new modern, mobile forward investment account and portfolio platform
Updated wealth platform focused on seamless client experience
Titan Wealth acknowledged at annual awards
The latter award recognised the company’s efforts in “delivering high-quality insights across multiple channels and formats.”
Sygnum Study: Asia’s Wealth Turns Decisively Toward Crypto
The survey of more than 270 HNWIs and professional investors across 10 markets reveals that digital assets are no longer viewed as speculative vehicles; 90 percent consider them important for long-term wealth preservation and legacy planning.
UBS Global Wealth Management wins innovation award at WealthBriefing Channel Islands Awards 2025
All applicants are subject to a rigorous process before the winner for each category is selected.