Eric Sturdza AM secures Finma licence
ESAM is part of the Eric Sturdza Group, which is headquartered in Geneva.
Wealth and Asset Management
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Pictet promises smarter stock picks with new AI hedge fund
The Swiss firm’s latest strategy, Pictet TR – Quest AI, uses a proprietary model to zone in on stock alpha.
Indosuez Wealth Management plans to acquire Banque Thaler
With this acquisition, Banque Thaler and Indosuez clients will have access to a broader range of products and expertise.
How women in the Gulf are moving beyond inheritance to become wealth creators
This trend also applies in the Gulf countries, which are witnessing a sharp rise in affluent women actively shaping the region’s economic future.
OCBC’s Private Bank Seeks More Staff for Greater China Expansion
Oversea-Chinese Banking Corp.’s private-banking arm is considering adding between 20 and 30 relationship managers this year for its Greater China team, marking a substantial expansion in one of the world’s major wealth centers.
Savvy Expands to Over 50 Financial Advisors With Addition of Five New Professionals
Savvy surpasses $1.5 billion in AUM as its tech-forward approach to wealth management continues to resonate with top advisors
Cerity Partners Welcomes Cook Wealth
The addition of Cook Wealth introduces Cerity Partners to the North Carolina market and enhances the firm's ability to serve clients through personalized wealth and tax planning services in Raleigh.
RBC Wealth Management’s Jasmine Duan on China’s Economic Recovery and Market Outlook
She argued that while China had successfully navigated key economic and policy tests, the next major challenge was sustaining earnings growth and maintaining investor confidence.
UBS recognized as “The Middle East’s Best for Family Office Services” in Euromoney’s 2025 Private Banking Awards
UBS received 22 awards across various categories
Quilter Cheviot Europe launches three new funds
The funds are aligned to the core Quilter Cheviot asset allocation models, which serve as a guide for its discretionary portfolio service.
Marcus Slöör becomes new member of the Executive Board of Zuger Kantonalbank
As Head of the Wealth Management Department, he will be responsible for the Private Banking and Wealth Services divisions, as well as the bank's Investment Office.
BEA Private Banking: A Focused Approach to Expansion Under Regional Head Jaye Chiu’s Leadership
In this interview, he shares his vision, key priorities, and insights into how BEA plans to stay ahead in an evolving wealth management landscape.