Marcuard Heritage Expands Shareholder Base
For Marcuard Heritage founders Sinan Bodmer and Adrian Guldener, the expansion of the shareholder base also forms part of a succession plan.
Wealth and Asset Management
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StoneX Expands Wealth Management Offering for Latin American Clients
Through this transaction, StoneX expands its ability to serve cross-border clients with a broader range of integrated advisory and brokerage solutions supported by the firm’s global reach and infrastructure.
Charlie Munger once revealed 3 reasons Warren Buffett was ‘so much richer’ than him — how to unlock mega-wealth now
Charlie Munger wasn’t known for mincing words, and that was never more true than in 2019, when at the Daily Journal Annual Meeting, he received a pointed question about his wealth that made the crowd laugh.
UBS wealth management team joins firm’s new Ann Arbor office
They will operate from UBS’s newly established Ann Arbor, Michigan office, expanding the firm’s regional presence.
Does borrowing make sense in 2025?
Borrowing can form part of a prudent financial plan, although the risks should be carefully considered.
Man Group’s bond star: The three tenets that keep Jonathan Golan on top
Jonathan Golan remains bullish on financials and European bonds after racking up his 48th Citywire AAA rating in a row.
PwC report highlights opportunity for Channel Islands wealth managers to ‘step-up’ pace of transformation
The report shows that the performance of the Channel Islands wealth management sector appears strong at first glance, but a deeper analysis reveals a more nuanced picture.
LGT Group chair Prince Max warns against abandoning ESG principles
The three dimensions of ESG are relevant for every business and should be assessed by smart investors in their investment decisions.”
Nurturing young talent: UBP’s Graduate Programme
This season marks the beginning of an exciting journey for the new arrivals, who will embark on a twelve-month rotation across various departments, locations, and teams before they settle into their future roles.
ING enters private markets deal with Macquarie
The deal expands the Dutch bank's partnerships with several other large alternatives providers.
Generational shift meets AI as family offices future-proof their fortunes
Family offices boost tech and caution as generational wealth transfer and market uncertainty accelerate
Schroders Capital receives £500m from Nest for further private equity investment
Rachel Farrell, Director of Public and Private Markets at Nest Invest, has praised Schroders Capital in helping Nest’s members benefit from these types of high-value deals.