M and A
27 June 2024

Deals Of The Day: The Latest In Wealth Management M&A? – Alliance Witan

The latest mergers, acquisitions and other corporate actions in the wealth management sector. ...

Investment Strategies
27 June 2024

Portfolios Must Be AI Enabled – UBS

The chief investment office of Swiss private bank UBS has just released its mid-year outlook 2024,...

Awards
27 June 2024

EXCLUSIVE: Winners Of The Third Annual WealthBriefing Wealth For Good Awards 2024

Here are the victorious people and organisations in this year's annual event, now in its third...

Surveys
26 June 2024

Singapore, London, New York In Top 10 Most Expensive Places To Live In 2024 – Julius Baer

Swiss private bank Julius Baer has just published its annual "Global Wealth and Lifestyle Report...

M and A
26 June 2024

Carlyle, Goldman Sachs Commit More Than $1.1 Billion To Apex Group

The global financial services provider, operating in locations spanning the Americas, Europe, MENA,...

M and A
26 June 2024

Swiss Regulator Says UBS/Credit Suisse Merger Doesn't Hamper Competition

An issue that came out of the 2008 financial crisis was the problem of banks deemed "too big to...

M and A
26 June 2024

UBS, Securities Firm Sell 85 Per Cent Stake In Chinese Business

UBS came into possession of the stake when it bought Credit Suisse last March. The Swiss bank said...

People Moves
26 June 2024

UBS Bolsters Global Wealth Management Middle East Team

After the takeover of Credit Suisse, and following its recent reorganisation, UBS has increased its...

Investment Strategies
26 June 2024

Baillie Gifford Optimistic About Growth Stocks In 2024

Experts at Scottish-based investment manager Baillie Gifford – a specialist in long-term growth...

New Products
26 June 2024

What’s New In Investments, Funds? – Franklin Templeton, Invesco

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