Julius Baer launches CIO office sales unit
Beyazit Guzelyagdoken takes charge of the new team, which focuses on discretionary mandate sales.
Wealth and Asset Management
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Treasury chief Bessent’s briefing to private bank event draws scrutiny
Experts say Bessent didn’t violate any rules and that the customs and conventions around such private talks are murky
The future of private banking in the Middle East: Five trends leading the new era
Family wealth in the Middle East is entering its second – and, in some cases, third – generation at a time of rapid regional transformation.
Govt directs 80% of PrivatBank's net profit for 2024 to state budget, 50% to Oschadbank
As reported, according to unaudited reporting, state-owned PrivatBank increased its net profit in 2024 by 6.3%
Utmost Group plc Full Year Results 2024
Transformational year with the acquisition of Lombard International and entry into the BPA market
Butterfield Reports First Quarter 2025 Results
The return on average common equity for the first quarter of 2025 was 20.9% compared to 22.9% for the previous quarter and 21.5% for the first quarter of 2024.
CapIntel partners with wealth firm to integrate proposal tools into advisor platform
Richardson Wealth integrates CapIntel system to assist advisors with client-facing proposals
Private banking in Switzerland: trusted partners in times of uncertainty
The reversal of these tariffs has only added to the uncertainty, with nations and businesses scrambling to adapt.
UBS Private Wealth Advisor Jason Stephens named to Forbes America's Top Wealth Advisors and Forbes Best-In-State Wealth Advisors lists
Together with his team, The Stephens Group at UBS, Jason has provided comprehensive wealth management, legacy planning and philanthropic strategies to ultra-high-net-worth clients in southwest Florida for more than 25 years.
HSBC Launches Wealth Center in Singapore
This is the second of three dedicated wealth centers planned by HSBC for 2025.
British brothers worth $9 billion quit U.K. as wealth exodus grows
The move boosts the billionaire siblings’ ties to the French Riviera city-state where they have held major investments for more than a decade.
ARK Wealth Secures Two Prestigious Best Wealth Manager Awards
The wins come as Noah's ARK continues to expand its footprint cemented by a new overseas headquarters in Singapore