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Wealth and Asset Management

01/06/2025

CaixaBank Group and Asset Management Divisions Reinforce Commitment to Responsible Investing

In 2024, a total of 3,051 signatories reported, managing “nearly $89 trillion in assets, underscoring the international significance of this initiative.”

01/06/2025

Santander’s Asset Management Business Closes the Year at Record Levels

This performance suggests that by 2024, the company could exceed €17 billion in net inflows, compared to €9 billion in 2023.

01/06/2025

Vontobel completes acquisition of client book from IHAG Privatbank

The transaction has a positive impact on Vontobel’s group net profit from day one and was financed out of Vontobel’s existing capital.

01/06/2025

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

01/06/2025

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.

01/06/2025

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.

01/03/2025

This Is the Vision and the Investment Themes That Private Banks Will Prioritize in 2025

Investment ideas are closely aligned with their macro perspectives.

01/03/2025

SimplyBiz founder Ken Davy given OBE

New Year's honour handed out for services to rugby league side Huddersfield Giants.

01/03/2025

L’Exception Sold to Asset Management Firm AA Investments

It caps a rocky year for multibrand e-commerce platforms.

01/03/2025

Deutsche Bank aims to boost fixed income trading in Americas

Ram Nayak, co-head of Deutsche Bank's investment bank, has announced a goal to boost fixed income revenue by 20% from 2023 to 2027.

01/03/2025

HSBC keeps UK overweight into 2025

The private bank also expects private assets to play a big role this year and warns clients not to hold cash.

01/03/2025

Former Julius Bär chair passes away

He was honoured with dedications in the Tages-Anzeiger and the Neue Zürcher Zeitung newspapers.

01/02/2025

Alpian CEO: «Demand From Abroad Is Very Strong»

The milestone of CHF 100 million in assets under management was surpassed by midyear.

01/02/2025

BIT Capital is approaching Switzerland

BIT Capital wants to be anything but a conventional asset manager.

01/02/2025

Guernsey Finance Chairman Lyndon Trott awarded OBE

Deputy Trott said he was ‘enormously grateful’ for the honour and thanked his family, political colleagues, public servants, business colleagues and the Guernsey community.

01/02/2025

How a Geneva multi-family office selects quant funds

Fabian Scheler, a portfolio manager at the multi-family office Amadeus Capital in Geneva, shares tips on choosing systematic strategies.

01/02/2025

Hoxton Wealth launches new online community

it’s aimed at anyone aspiring to a career in financial planning

01/02/2025

Why the rich aren’t talking about the wealth transfer

Only a quarter of 1,800 rich business owners have spoken to their families about passing down their wealth, according to an HSBC Global Private Banking survey

12/31/2024

UBS boss warns against excessive banking regulation ahead of overhaul

UBS is wary of what could emerge and Ermotti said tougher regulation across the board could weaken the Swiss financial sector against competition in London, Hong Kong and Singapore.

12/27/2024

German Giant Discovers Its Swiss Potential

In Germany, the Frankfurter Bankgesellschaft is among the top ten private banks.

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