Bergos inks private equity deal with US asset manager
Zurich-based Bergos forms partnership with Neuberger Berman to provide open-ended private equity vehicles.
Wealth and Asset Management
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Making wealth management accessible with Skybound Wealth
CEO, Mike Coady on the benefits of tailored, cross-border financial advice for expats
Crisis Is His «Business»
The strategy is characterized by targeted management of interest rate and credit risks, with lower volatility than traditional corporate bond portfolios.
Bank WIR Reports Slight Increase in Profit
Although gross interest income rose by 5,3 percent to 38,4 million francs, net interest income fell by 8,1 percent to 36,9 million francs compared to the previous year.
Cautious or promising? Swiss CIOs weigh up record bitcoin price
We collect a range of views on the cryptocurrency's direction of travel.
Three bits of news that might affect your wealth
We had the news that certain people might have to wait until much later in life to receive the state pension.
Absolute return revival helps Jupiter slow outflows to £200m
Asset manager's systematic division took in £2bn over six months to 30 June this year.
Private wealth lawyers recognised for their 'personable approach' in Chambers High Net Worth 2025
This achievement underscores the firm’s exceptional depth of expertise and unwavering commitment to serving high net worth clients across the globe.
Crédit Agricole's Strategic Expansion in Wealth Management: How the Milleis Acquisition Drives Cross-Selling, Risk Diversification, and Long-Term Shareholder Value
This deal, expected to close in the first half of 2026, is not merely about scale; it is a calculated effort to leverage cross-selling, diversify risk, and unlock long-term shareholder value in a fragmented market.
Carey Olsen recognised as the top offshore firm in Chambers High Net Worth 2025
Chambers and Partners is one of the world's leading reference and ranking bodies for the legal sector, delivering in-depth independent research to identify and rank the most outstanding firms and practitioners.
Wealth Management firm Affinity opens Dubai office
Firm has established base in Jersey
City Asset Management chooses Third Financial as its platform partner
It has over £800 million in assets under management, which will transfer to Third Financial under an initial five-year partnership.