Waverly Advisors Acquires Brass Tax Wealth Management
Waverly continues to grow in Ohio
Wealth and Asset Management
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Merrill Wealth Management Introduces New Unit For High And Ultra-High Net Worth Clients
The new group will be led by Kurt Niemeyer
UBS Asia-Pacific Assets Surpass USD1 Trillion Amid Strong Wealth Management Growth
This milestone follows UBS’s 2024 acquisition of Credit Suisse, with Asia-Pacific becoming the first region to complete full client integration across wealth management, investment banking, and asset management divisions.
Building the future of Swiss finance – Lombard Odier’s new headquarters is Herzog & de Meuron’s latest architectural masterpiece
The project showcases Swiss excellence in architecture and engineering, reinforcing Geneva’s global financial standing
Indosuez Wealth Management Expands European Private Markets Funds for Asian Clients
This expansion follows the June launch of a US dollar-based private credit fund of funds, which raised around USD100 million in its first month, driven by strong interest from Asian clients.
Indosuez Wealth Management Expands European Private Markets Funds for Asian Clients
This expansion follows the June launch of a US dollar-based private credit fund of funds, which raised around USD100 million in its first month, driven by strong interest from Asian clients.
Cazenove manager launches own firm nine months after Whitley deal
Daniel Muller set up Hawker Wealth Management in June after leaving Cazenove after it acquired his former employer Whitley AM last October.
Cazenove manager launches own firm nine months after Whitley deal
Daniel Muller set up Hawker Wealth Management in June after leaving Cazenove after it acquired his former employer Whitley AM last October.
Coastline Wealth Management's Garrett Taylor Named a Top New York Best-in-State Wealth Advisor
Garrett started Coastline Wealth Management in 2012.
Julius Baer warns of ‘deeper risks’ behind private equity’s dividend recaps
The private banking group’s head of private markets strategy says dividend recapitalisations can weaken companies at critical moments.
Goldman Sachs’ PWM North Asia head talks business momentum
Facing an expanding mandate, she told Asian Private Banker how the US bank is capitalising on recent market momentum, while highlighting investment trends among family office clients.
Bank Julius Baer: One Hundred Years of Bahnhofstrasse 36
Exactly one hundred years ago today, Bank Julius Baer moved to Bahnhofstrasse 36.