Entries by Ian Swizz

UBS Family Office Report

UBS Global Family Office Report 2020 This is the first of our annual in-house UBS reports on the activity of family offices. Our report focuses on 121 of the world’s largest single family offices, covering a total net worth of USD 142.4bn, with the individual families’ net worth averaging USD 1.6bn. Download the report to […]

Does Switzerland Need Just 20 Private Banks?

The alpine nation is home to 101 private banks, from 163 in 2010 – and those which have survived are on the sick-bed, according to a study by KPMG. Wealth managers aren’t managing to trim the fat accumulated during the bull years: they are losing market share as less money flows into Switzerland… https://www.finews.com/news/english-news/37718-switzerland-private-banking-study-kpmg-christian-hintermann-philipp-rickert-consolidation-profit

Quilvest Retrieves Swiss Family Office Arm

Sprawling financial group Quilvest wants to reinforce its standing in Switzerland for wealthy families. It is reorganizing its business and naming a new CEO… https://www.finews.com/news/english-news/39903-quilvest-family-office-matthias-jenzer-organizational-change

Sound Capital Adds to Its Team

Sound Capital, a Zurich-based wealth manager, has hired two senior bankers from UBS and Julius Baer, according to information obtained by finews.com. The company has also named a head of portfolio management… https://www.finews.com/news/english-news/39707-sound-capital-adds-to-its-team

Progressive Capital acquires Vontobel Asset Management’s Alternative Fund Solutions unit

Progressive Capital Partners (Progressive Capital), an independent Swiss investment boutique specialising in niche alternatives and managed futures strategies, is to acquire Vontobel Asset Management’s “Alternative Fund Solutions” unit.… https://www.hedgeweek.com/2019/11/08/280238/progressive-capital-acquires-vontobel-asset-managements-alternative-fund

Vontobel’s Georg von Wattenwyl: “We Are Totally Independent”

Georg von Wattenwyl, CEO of Vontobel Singapore and Chairman of the Swiss Chamber of Commerce and Industry in Singapore on the Lion City’s attractiveness, the business with external asset managers and family offices, and the new “investerest” platform. https://www.finews.asia/people/30080-vontobel-georg-von-wattenwyl-eam-singapore-asset-managers-mandates-hnwi

New Swiss Private Bank Takes Shape

A third aspiring Swiss lender targeting the wealthy with crypto assets is in the starting blocks, finews.com has learned. The move comes shortly after Switzerland’s regulator green-lighted the first two digital asset banks last month… https://www.finews.com/news/english-news/38563-tallyon-david-bisang-peter-marti-alain-kunz-switzerland-crypto-banking-wealth-management