In the typically composed world of Swiss finance, some news lands not like a memo, but like a thunderclap. The announcement that Gabriel Brenna, the highly successful CEO of Liechtensteinische Landesbank (LLB), is leaving to take the helm at Swiss banking giant Raiffeisen is one such moment. It’s a move that sent shockwaves through the […]
Choosing Your Wealth Haven: Why Jurisdiction Matters I’ve spent years examining the complexities of global wealth management, and if there’s one fact I’ve learned, it’s that where you manage your wealth can be just as crucial as how you manage it. In our current era, marked by ongoing geopolitical shifts, intensified regulations, and relentless technological
The 2024 AUM Power Rankings and Strategic Outlook Welcome to the epicenter of global wealth strategy. In 2024, private banking—an industry long associated with exclusivity, discretion, and multigenerational legacy—underwent a remarkable transformation. Fueled by bullish markets, strategic mergers, and evolving client demands, the world’s leading private banks reported record growth in Assets Under Management (AUM).
A Year of Opportunity Amid Uncertainty In a year marked by market turbulence and economic shifts, Kaiser Partner Privatbank of Liechtenstein stood out with strong financial results. The bank grew in every direction—financial performance, service integration, and digital innovation—while staying grounded in its values. In this article, we explore how a boutique private bank delivered
Introduction Welcome! I’m thrilled to share insights on an impactful development in the European wealth management market: CA Indosuez’s acquisition of Bank Thaler. Announced on April 4, 2025, this strategic move bolsters CA Indosuez’s presence in Switzerland—an internationally renowned hub for wealth management—while granting Bank Thaler’s clientele access to enhanced products and services. Below, I’ll
Introduction Deutsche Bank has made major changes in its Swiss operations. The bank recently appointed new leaders. These changes mark a new chapter for its private banking services. Today, the bank seeks to boost performance and client satisfaction. In this article, we explore the impact of the leadership changes, discuss how they boost innovation, and
Introduction In a time of increasing global regulatory scrutiny and evolving market dynamics, Switzerland’s flagship bank, UBS Group AG, has sent a clear message about its future direction. With an unwavering commitment to its homeland, UBS recently reaffirmed its decision to maintain its headquarters in Switzerland. This decisive stance comes amid a backdrop of regulatory
Liechtenstein’s VP Bank experienced a significant profit decline in 2024, with annual profit shrinking by 58.2% to CHF 18.5 million. This downturn highlights challenges faced by many financial institutions amid evolving market dynamics, particularly due to shifting interest rates. Key Financial Performance Overview Despite the challenging year, VP Bank saw certain areas of growth: However,
Introduction: A Record Year for the SNB The Swiss National Bank (SNB) has achieved a historic milestone in 2024 with a record profit of CHF 80.7 billion that exceeded forecasts. As Switzerland’s central bank, the SNB not only manages the nation’s currency and monetary policy but also holds vast foreign assets and gold reserves. In
Edmond de Rothschild (EdR) has strengthened its presence in the UK wealth management sector by acquiring a majority stake in Hottinger & Co Ltd. This move builds on an existing partnership and allows EdR to expand its services for high-net-worth individuals (HNWIs) and family offices. London remains a key financial hub, attracting global investors seeking
