Lombard Odier bolsters Swiss operation with Verbier office
It is a ‘priority region’ for the wealth manager
Switzerland
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UAE advice firm obtains FCA licence
To help serve clients looking to repatriate to the UK
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Julius Baer sells Swiss wealth business
Companies will maintain a partnership after the deal
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Swiss private bank sets up office in Dubai
Following acquisition of Falcon Private Wealth
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Digital private bank gets Swiss licence
As it raises £15m in third funding round
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Management buyout at Europe-based expat advice firm
Deal ‘provides the momentum for executing new growth strategies’
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Swiss independent asset managers merge
Combined group will have CHF3.5bn in AuM
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M&G buys £2.8bn Swiss impact investor
Deal expands fund group’s capabilities in sustainable investments for emerging markets
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Private banking group buys Swiss rival
Combined entity will have around CHF5.5bn in assets under management
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Swiss trust law ‘exciting development’ for wealth market
Industry believes it may take a while for the structures to gain international recognition
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Gibraltar business buys Swiss private bank
It presents a ‘great opportunity to enhance our services’
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UK and Swiss wealth manager opens Yorkshire office
It already has operations in Zurich, London and Manchester