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Wealth and Asset Management

09/09/2024

Schroders Capital raises $2.6bn in private equity direct and co-investments

This feat reinforces Schroders Capital's position as a key participant in small to mid-sized buyouts which have, crucially, delivered robust returns on behalf of its clients.

09/09/2024

Tom Zierer recognised as a 2024 eprivateclient NextGen Leader

This recognition follows Tom’s inclusion in the eprivateclient (EPC) Crown Dependencies NextGen Leaders list earlier in the year.

09/09/2024

Praxis reports positive results and innovation at the half-year point

The first half of the year saw net revenue increase by 8.9% from £24.8 to £27.0m

09/06/2024

Alpha FMC acquires White Marble and Bankside Financial Solutions consultancies

Alpha Financial Markets Consulting is a global consultancy to the financial services industry

09/06/2024

Zurich Star from Lombard Odier Turns Up at Geneva Private Bank

Thanks to his client portfolio, which focuses on the United Kingdom, he was considered one of the key players at the Zurich branch.

09/06/2024

A Different Kind of Foreign Bank is Coming to Switzerland

Now, the first Swiss wineBANK is opening its doors in Bern, with Zurich and Geneva soon to follow.

09/06/2024

Swiss private banking not ready to roll over just yet

Today the country's sole globally systemic lender faces a substantial increase in regulatory capital requirements, under reforms that the Swiss government is advocating for.

09/06/2024

Zürcher Kantonalbank adopts Avaloq digital asset platform

Avaloq launches its digital asset platform at Zurcher Kantonalbank.

09/06/2024

What are you seeing in the global private wealth industry right now? By Ernesto Mairhofer, Head of Private Wealth and Family Offices of Citco Corporate Solutions

Citco offers a fully comprehensive breadth of services that can be customized to fit individual client needs

09/06/2024

M&G’s wealth business posted £9mn loss ahead of restructure

The assets under administration for the combined wealth and advice business was £21.8bn at the end of June 2024

09/06/2024

Santander “steals” from CaixaBank the architect of its private bank’s success in recent years

The entity chaired by Ana Botín has reorganized the management of the bank in Spain

09/05/2024

SEB to acquire Boye Advisory to strengthen private wealth and family office offering

The transaction will further strengthen SEB’s Private Wealth Management & Family Office division and enhance its offering to this client segment.

09/05/2024

UBS Asset Management completes merger of Credit Suisse Asset Management (Schweiz) AG with UBS Asset Management Switzerland AG

As of 30 August 2024, Credit Suisse Asset Management (Schweiz) AG has been deregistered from the Commercial Register of the Canton of Zurich and has ceased to exist as a separate entity.

09/05/2024

Julius Baer renames subsidiary Kuoni Mueller & Partner to Julius Baer Real Estate Ltd. and acquires all of its shares

At the same time, the Group has bought all outstanding minority shares in the subsidiary, which was acquired in October 2021, and has appointed Thomas Hodel as its new CEO.

09/05/2024

Quilter announces acquisition of NuWealth to enhance digital capabilities

With this acquisition, Quilter aims to evolve NuWealth to work with advisers to help them support clients at the start of their investing journey.

09/05/2024

Coutts Monthly update: Markets restored amid solid company performance

Despite an uncertain start to the month, markets soon recovered and are now looking forward to the first US interest rate cut in four years.

09/05/2024

Howden Switzerland CEO on Growth: «Buying Alone is Not Enough»

While three years have already passed, the firm still faces significant challenges.

09/04/2024

EFG Expresses Interest in Acquiring Banque Havilland Assets

By August 2, the private bank announced that the European Central Bank (ECB) had revoked its banking license in Luxembourg with immediate effect.

09/04/2024

JPMorgan Sets Up Dubai Private Banking Team to Tap Wealth Boom

JPMorgan’s international private bank is larger than any of its US rivals

09/04/2024

Swiss insurers significantly increased their overall result in 2023

The overall result increased by CHF 5.9 billion or 78% compared with the previous year.

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