Azets Wealth Management to acquire chartered financial planner
Azets is an international business advisory group, with 9,000 local experts in 190 locations across six countries
Wealth and Asset Management
14996 articles found
Vaduz wealth manager rebrands
Nautilus Wealth Management remains focused on customised support for clients and mandates for asset management, investment reporting and investment control.
Private Markets: Is Switzerland Just Getting Started?
If you plan to discuss private markets with Bernd Pfister, you’ll need plenty of time.
Julius Baer to sell its domestic Brazilian business to BTG Pactual
Julius Baer will continue to service Brazilian clients out of other locations and as such, the Brazil International business remains unaffected.
UK retail equity ownership the lowest in the G7 as abrdn urges action
abrdn has called on the government to address the UK’s risk culture and boost retail participation in financial markets
Private banks must address the credibility gap
Advisers were remunerated entirely on a variable basis: the more revenue they generated, the higher their compensation on an ascending scale.
JM Finn shortlisted for three Citywealth Magic Circle 2025 award categories
Our firm is nominated for Private Client Asset Manager of the Year, and for individual categories the Tomorrow Club and Wealth Professional Awards.
Insignia Financial gets $1.8bn buyout bid from CC Capital
The latest offer is contingent on satisfactory due diligence, a unanimous board recommendation, and regulatory approvals.
Hubbis Asian Private Wealth Management Year-End Review 2024: Insights from EFG's Albert Chiu
This successful hiring highlights the benefits of our focused business model, high brand recognition and strong standing in our local markets.
The Shifting Landscape of UHNW Client Priorities and the Growing Importance of Global Mobility
With a record-breaking number of millionaires relocating and an increasingly complex regulatory environment, the demand for comprehensive, personalized solutions continues to rise.
Stock Market Turnover In 2024: Up In Switzerland, Down In Spain
The data on trading activity is an important indicator of investor sentiment and therefore of interest to the Swiss financial sector as a whole.
Pemberton Capital Advisors Optimises Portfolio Management with Broadridge Technology
Broadridge tech optimises Pemberton’s operational efficiencies and drives growth in its CLO and private debt business