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Leonteq becomes market maker at BX Swiss

In this context, Leonteq also announced in February 2024, that it intends to become a market maker on this exchange.

Management of the ZKB Philanthropy Foundation: The die has been cast

The ZKB announced the establishment of such a foundation at the annual media conference at the beginning of February this year.

Wealth management firm at the double with awards scoop

Financial advisers prove to be best in class after national award wins

The War Chest of J. Safra Sarasin is Fully Stocked

The very discreet J. Safra Sarasin performed solidly in the challenging year of 2023.

Credit Suisse's Demise Benefits Swiss Crowdlending Pioneer

Credit Suisse (CS) and UBS long held sway in Switzerland’s corporate banking world.

Dubai-headquartered Hoxton Capital Management hits $1.6bn AUM

The company has grown to 300 staff, with offices in the UAE, UK, USA, Europe, Australia and South Africa

‘Consumer duty’ and the challenge facing wealth management firms

From the magazine: The FCA’s new regulations have made wealth management firms ask serious questions of themselves

Wealth managers predict tokenisation adoption of funds over next five years

Both wealth managers and institutional investors showed similar strong predictions about the impact of decentralised finance (DeFi) solutions on traditional finance institutions.

Wealth portfolios boosted in Q1 as inflation cools

ARC’s estimates reveal that its four private client indices all went up in the first quarter, as investment managers benefited from asset classes producing positive returns.

EdRAM sells convertibles business to Kepler Cheuvreux subsidiary

Ellipsis Asset Management said the deal would make it one of the top five convertible bond asset managers in Europe.

Söderberg & Partners launches MPS on adviser platforms

There will be three options on offer: core, sustainable core and active core.

Rathbones serves as official wealth management partner

Rathbones is a leading provider of individual wealth management, asset management and related services to private clients, charities, trustees and professional partners.

The top three challenges for German financial companies in 2024

Banks must quickly reinvent wealth management to avoid remaining at today's low profitability levels

Only third of HNWIs utilising new pension annual allowance

For those aged 55 and over the ‘shortfall’ is even larger, at more than £115,000.

EFG boss Pradelli is not targeting “old money” and is looking for new RMs

Former Julius Baer boss Boris Collardi has been on board since 2022.

Valartis pays dividend despite loss

The financial result showed a loss of 8.5 million francs

"Private banking jobs are a nightmare compared to investment banking jobs"

Private banking is simply much harder to deal with.

UBS Group AG announces launch of new share repurchase program of up to USD 2bn

UBS Group AG confirms expected repurchases for 2024 of up to USD 1bn. The 2022 share repurchase program concluded on 28 March 2024.

Quintet 2023 net profit rises to €46.9 million

“Overall financial performance was robust over a 12-month period when we strengthened the foundation of our firm to support sustained growth

How Partners Group can help UHNWs can harness the power of private markets

With its long history of offering evergreen funds, Partners Group has unrivalled experience in educating and empowering UHNW investors

Wealth and Asset Management