People Moves
3 July 2025

J Stern & Co Opens Frankfurt Office

The investment firm, with its strong European ties that go back more than two centuries, is...

Strategy
3 July 2025

Lighthouse Canton, Swiss Family Office Form Strategic Pact

The firm will expand the geographical business reach of both firms, into Switzerland and parts of...

People Moves
3 July 2025

Etops Names Former Avaloq Senior Figure As CFO

The holder of the C-suite role at the Swiss firm has worked at Avaloq and B-Source SA. ...

M and A
3 July 2025

China's Fosun Completes German Private Bank Sale, Retains "Highly Valuable" Asset Servicing Business

Hauck Aufhäuser Lampe Privatbank was bought by Fosun back in 2016, and the Chinese group, which...

Alt Investments
3 July 2025

As Private Market Investing Remains Hot, Consider The Unit-Linked Insurance Model – Utmost

Insurance policies with a wealth management angle come in a variety of names, and the unit-linked...