Professional Wealth Management (PWM)’s Post

Breaking Taboos in Swiss Private Banking: Swiss private banks are increasingly open to relinquishing their independence, with more institutions willing to be acquired than ever before. Several key factors are driving this trend, with at least eight significant reasons behind it. #swissprivatebanking

Great perspective on the resiliency of the banking industry from our Chairman & CEO.

Breaking Taboos in Swiss Private Banking: Never before have so many Swiss private banks been willing to relinquish their independence and be acquired. There are at least eight reasons for this trend. #swissprivatebanking

ICR's Doug Donsky shares thoughts on the M&A market for banks and lays out valuable steps all of these institutions should consider when preparing to maintain stakeholder confidence in 2024. #banking #corporatecommunications #mergersandacquisitions #publicrelations Check out the blog here: https://lnkd.in/ehQ7m87E

Worth to check it. #Banking, #businessmodels, #profitability, #McKinsey From McKinsey Insights: Global Banking Annual Review 2024: Attaining escape velocity https://lnkd.in/dTGnTGcs

A year on, it is imperative for banks and their supervisors to fully comprehend the plethora of risks that they may face. says Christopher Woolard CBE #assetmanagers #fundowners #responsibleinvesting #ROI #fiduciaryfinancialadvisor #stewardship #RAOEurope24

This morning, I came across quite an interesting article. I'm curious on whether a #mutual fund such as this would pose a great #credit risk for its commercial #investors and #users. A question such as, how explicit and transparent would a company like Old Mutual have to be about its credit #risk on the #balance sheet, especially when it may depend on certain long-term assets for its #future commercial banking obligations. #finance #banking #credit #risk #sustainability #commerical #fin #law #customer #safety

McKinsey’s Global #Banking Practice has released a report on the “Great Banking Transition” of 2022-2023, highlighting five key priorities for financial institutions looking to stay resilient. With the future set to become even more dynamic–both economically and technologically–these are crucial strategies: https://lnkd.in/gEjfJddh With Debopriyo Bhattacharyya, Miklós Dietz, Alex Edlich, Reinhard Höll, Asheet Mehta, Brian Weintraub, and Eckart Windhagen

«Swiss Banking» Miracle in the Bahamas: Far from the spotlight of the Swiss financial sector, former bankers have built a private banking empire with assets under management totaling $50 billion. At the core of this empire is a bank based in the Bahamas. #UnionCapitalGroup #UCAPWealthManagement