News, Comment & Analysis results for Archive

M and A
20 September 2024

Vontobel Acquires Client Book From Switzerland's IHAG Privatbank

The financial terms, and size of the client book, were not disclosed. ...

Fund Management
20 September 2024

GAM Partners With Swiss Commodities Specialist

GAM has been busy reconfiguring its business in recent months. ...

Asset Management
20 September 2024

What's New In Investments, Funds? – AXA IM, Schroders Capital, Carmignac

The latest news in investment offerings, financial products and other services relative to wealth...

Investment Strategies
20 September 2024

US Fed Cuts Interest Rates By 50 Basis Points – Wealth Managers React

Wealth managers have for some months pondered the asset allocation implications of a cut to US...

Family Office
19 September 2024

Family Offices Dig Into Cash Coffers, Increase Equities, Bonds Exposures – Citi Private Bank

The study of views in the family offices sector sheds light on the asset allocation and risk...

New Products
19 September 2024

DBS Launches Cryptocurrency Options Trading, Structured Notes

The new options trading and structured notes will only be open to accredited wealth management...

Alt Investments
19 September 2024

Mediobanca, Partners Group Form Private Markets Pact

The pact between the bank and investment firm highlights continued strong interest in private...

Strategy
19 September 2024

Collas Crill Forms New Trust Company In Jersey

The new entity is aimed at ultra-high net worth families and individuals. ...

Compliance
19 September 2024

The UK-Swiss Financial Services Agreement – The Implications

A mutual recognition treaty for financial services between Switzerland and the UK should...

Compliance
18 September 2024

Switzerland Punishes Mirabaud For "Serious" Compliance Violations, Confiscates SFr12.7 Million

The regulator said it is not disclosing further details about proceedings or the identities of the...

Comment & Analysis results for Archive