First Swiss viager fund launched after four-year wait for Finma
The fund will invest in Swiss houses and apartments and has a partnership with MoneyPark.
Wealth and Asset Management
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Unintended inefficiencies hinder scalable growth
'Inherent business inefficiencies'
Wealth management firm expands Midlands footprint with latest acquisition
The firm has a team of 17, comprising advisors, planners, researchers and support staff.
China’s zero-Covid retreat sparks wealth management product sell-off
Vicious circle as fund managers are forced to sell holdings to satisfy wave of redemptions
Barclays Private Bank opens temporary Verbier office for ski season
Barclays Private Bank has been operating in Switzerland since 1986.
Inflation eases to 10.7%: What this means for your personal finances
The Consumer Prices Index (CPI) rose by 10.7% in the 12 months to November 2022, down from 11.1% in October
UBS advisor team Legacy Wealth Management named to the Forbes America’s Top Wealth Management Teams list
Legacy Wealth Management includes Financial Advisors Gerald DeMeo, Matthew Kroin, Brian Lacks and Paul Wexler.
Benchmark takes stake in Oculus Wealth Management
Oculus will continue to operate independently but with further support from Benchmark for the existing management team.
Nomura to Open Branch in Dubai for International Wealth Management
The establishment of the DIFC branch is a key initiative to further expand its client franchise and the footprint of its relationship managers.
BlackRock — the world’s largest asset manager — says central banks are 'deliberately' causing recessions
In fact, the strategists believe that central banks are “deliberately causing recessions by overtightening policy” in an effort to bring price levels under control.
HSBC private bank CIO bets on China for 2023
Willem Sels, global chief investment officer for HSBC Global Private Banking and Wealth, is diving into Chinese equities despite a mixed economic outlook.
Dalma Capital Group Acquires The Global CIO Office: Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory
Investment industry leader Gary Dugan named Chief Investment Officer of Dalma Capital