ODDO BHF (Switzerland) has appointed Thomas Burri as the head of private wealth management (PWM) Switzerland, effective 1 ...

In Asia’s rapidly evolving wealth management landscape, UBS has distinguished itself through a blend of investment acumen, ...

Every private bank with international scale believes in its superior ability to serve super-wealthy family offices. But like ...

Ameriprise CEO James Cracchiolo sees a 12% bump in compensation in 2024 and new LPL CEO Rich Steinmeier also sees a hefty pay ...

According to UBS’s billionaires report in 2024, multigenerational billionaires have inherited a total of US$1.3 trillion ...

Commonwealth Equity Services LLC lowered its holdings in shares of UBS Group AG (NYSE:UBS – Free Report) by 6.4% during the fourth quarter, according to its most recent disclosure with the Securities ...

MA Private Wealth trimmed its stake in Microsoft Co. (NASDAQ:MSFT – Free Report) by 47.0% during the fourth quarter, ...

ODDO BHF (Switzerland) has appointed Thomas Burri as the head of private wealth management (PWM) Switzerland, effective 1 April 2025. In this newly created role, Burri will oversee all PWM ...

Kotak Mahindra Bank's private banking unit plans to add thousands of new families to mitigate falling margins in India's ...

The billionaire Uday Kotak-backed division added 2,280 new families to its client base in private banking in the year ending March 2024, more than three times the 711 new families it added a year ...

Discover the difference with UBS AM’s Alternative Credit platform. We invest across a wide range of alternative credit sectors, including syndicated loans, structured credit, direct lending, asset ...