JP Morgan to double Swiss private banking business by 2030
JP Morgan managed $55.6bn in Swiss private banking assets at the end of last year.
Wealth and Asset Management
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Private banks slow to respond to philanthropic families
As a new era of wealth transfer dawns, charitable giving is being increasingly shaped by a combination of emotional readiness, liquidity events and shifting personal values
Wealth managers warm to evergreen funds as demand for private markets intensifies
New data shows surging advisor appetite for semi-liquid alts despite education and trust challenges.
The £7 trillion wealth transfer that is changing who controls money in the UK
New research from Unbiased shows women are now 45% more likely to have inherited assets, and they are turning that shift into influence.
Nomura Completes Acquisition of Macquarie’s U.S. & European Public Asset Management Business
As disclosed in April 2025, Nomura will bring its private markets business, Nomura Capital Management (NCM), and its high yield business
Swiss reject millionaire inheritance tax fearing wealth exodus
The plan ran into staunch opposition from the government and all parties aside from the left.
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.