Banque Heritage reaches CHF 5.8 billion in assets under management
These now amount to CHF 5.8 billion, representing a 19% increase compared to 2024.
Wealth and Asset Management
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The Vaudoise Group continues to grow and achieves a historic annual result.
Vaudoise Allgemeine will pass on CHF 40 million to its insured members in the period 2026–2027.
Insurers Remain Confident Amid Rising Macro Concerns
Amid these concerns, 88% of insurers expect the S&P 500 Index to climb higher in 2026, and 62% plan to increase their allocation to private assets this year, consistent with the last several years.
Day-to-day private banking solutions
Exceptional private banking starts with getting the everyday details right.
Banking group confirms its intention to open in Jersey
Saying that this approach had followed previous “lengthy conversations” with Jersey’s regulator, Mr Bennett added that the company was keen to launch in the Island with its foreign-exchange business.
Partners Group Shares Face Sector Headwinds Despite Strong Performance
Swiss asset manager's shares drop 16.76% YTD as sector-wide AI disruption fears overshadow strong 19% EBITDA growth and strategic wealth management expansion.
Swiss Wealth Managers Name Their Preferred Custodian Banks
The association brings together 42 of the country’s largest independent asset managers.
Hong Kong close to proposing tax cuts to lure asset and wealth managers: source
Dubai and Singapore’s tax perks draw fund managers, pulling wealth and investment away from Hong Kong
Lombard Odier’s new headquarters certified the most sustainable building in Switzerland according to BREEAM
The use of renewable energy, the high-quality thermal envelope, and intelligent ventilation technologies enable the building to achieve performance levels unmatched in Switzerland.
Lombard Odier recognised for best customer-facing digital capabilities at the WealthBriefing European Awards 2026
The annual WealthBriefing European Awards recognise the industry’s most innovative and outstanding firms, teams, and individuals.
Merrill and Bank of America Private Bank Launch AI-Powered Meeting Journey
AI solution modernizes the full lifecycle of client engagement
Lighthouse Canton sweeps Euromoney 2026; Named best independent wealth manager across Asia, Singapore and UAE
Recognised for independent wealth management excellence as the institution continues to scale its cross-border platform