Financial services provider buys Guernsey and Swiss trust firm
Deal will expand offering across the Channel Islands and Europe
Switzerland
-
-
Management buyout at Julius Baer wealth subsidiary
Following a strategic review by the Swiss group
-
Global wealth firm eyes Swiss and Singapore expansion
As the company sees further M&A opportunities in cross-border and expat advice markets
-
European private banking group to exit Swiss market
Company has not decided how it will leave, which could include selling or winding down the operation
-
Blacktower obtains Swiss and Australian licences
This ‘further increases the reach and offering’ of its Nexus Global IFA network
-
French court delays verdict in UBS €4.5bn fine appeal
It is seeking to overturn a 2019 ruling that it helped wealthy clients hide assets offshore
-
Zedra opens Liechtenstein office
As international life insurance broker also unveils an operation in the European country
-
Swiss wealth managers merge
Newly formed business will have operations in Thailand, UAE, Luxembourg, Mauritius, Monaco and Russia
-
Global financial services firm buys Swiss trust business
Deal will expand the company’s private client operation
-
Reyl & Cie buys 40% stake in independent asset manager
Investment will allow the business to grow ‘organically and via acquisitions in Switzerland and abroad’
-
International UHNW wealth firm opens Geneva office
It is the company’s fourth operation globally
-
The Italian town stuck in a feudal tax debacle
Heirs of a Swiss baron now claiming back-payments from locals