03/28/2024
EFG’s Pradelli looks beyond Europe’s ‘old money’
EFG is the youngest of the mid-sized Swiss private banks that are now seeking to challenge UBS’s wealth-management dominance after the acquisition of Credit Suisse.
Wealth and Asset Management
03/28/2024
“Why would I not do it?” How our green retrofit mortgage slashed energy costs for a client
When it came to his new family home, professional mortgage advisor and broker Daniel Everritt saw the Coutts green retrofit mortgage as a complete ‘no-brainer’.
03/28/2024
Sergio Ermotti Rewarded with Mega Bonus for Mammoth Task
For comparison, his predecessor Hamers received a total compensation of 12.6 million Swiss francs in 2022.
03/28/2024
Arbuthnot Banking Group Audited Final Results for the year to 31 December 2023
Strategic plan progress delivers strong, profitable growth
03/28/2024
Could it be time to change your wealth manager?
Most importantly, all this should be on your chosen terms.
03/28/2024
Geneva minnow is crowned best private bank in Switzerland
Wealth Management in Switzerland, by academics at Zurich University of Applied Sciences (ZHAW), analysed 67 private banks. Who came out on top?
03/28/2024
Canaccord CEO: The ‘demonic’ private equity stereotype is changing
David Esfandi tells Citywire Wealth Manager that there is less fear around private equity-backed firms, as their market share continues to grow.
03/28/2024
UBS publishes Annual Report and Sustainability Report 2023
UBS has published its annual report, which presents the fully audited results for the financial year ended December 31, 2023
03/27/2024
Deutsche Bank repositions itself among the super-rich
Although there are relatively few clients in this segment, the business is highly profitable.
03/27/2024
Lombard Odier wins award for best European private bank at WealthBriefing 2024
These include the prestigious prize for Best Overall European Private Bank.
03/27/2024
GAM announces 2023 full year results, proposal to strengthen the balance sheet and strategic progress
GAM’s depth of investment talent and continuing strong investment performance was reflected in the many awards received by our investment teams during 2023.
03/27/2024
UBS Group AG and Apollo conclude investment management and transition services agreements as final step in carve-out of former Credit Suisse Securitized Products business, Atlas SP
As part of this agreement, Apollo will purchase USD 8 billion of senior secured financing facilities from UBS.
03/27/2024
Q2 2024 Investment Outlook – Tapping into opportunities in stocks and bonds
HSBC Global Private Banking is advising high net worth and ultra high net worth clients to consider taking on more risk and put their cash to work
03/27/2024
Four reasons to consider global SMID caps in 2024
By diversifying across different market-cap tranches, investors can benefit from improved liquidity while maintaining strong EPS growth potential.
03/26/2024
REYL Intesa Sanpaolo named “Best European HNW Team” by WealthBriefing
The award distinguishes REYL Intesa Sanpaolo from its peers and rewards the constant achievements and innovation at the Bank.
03/26/2024
Prince Max von Liechtenstein: «Annual Returns Are Meaningless»
Short-term orientation that is inherent in human beings is one of the root causes for a lot of problems.
03/26/2024
Fairstone completes acquisition of £110m AUM IFA
Fairstone’s M&A team recently celebrated a record 12 months of dealmaking, with 16 firms joining its DBO programme across the UK and Ireland and a further six full acquisitions.
03/26/2024
SJP partners with Sky Arts for first TV sponsorship
SJP’s sponsorship has been facilitated by Sky Media and Mindshare UK.
03/26/2024
LLB Switzerland opens location in Zurich
The private banking and corporate customer teams in Zurich are ready for the opening.
03/26/2024
Will the UBS share price fireworks dry up after Easter?
This is causing nervousness among investors.