News, Comment & Analysis results for EFG

People Moves
July 2, 2025

EFG Appoints Americas CIO, Deputy Chief Executive For Miami RIA Business

The new CIO for the Americas will continue to be based in Miami, the Zurich-listed group said.

Client Affairs
May 9, 2025

Wealth Managers React To US-UK Trade Deal

After the UK and the US struck a trade deal this week – the first to be reached under US

Investment Strategies
April 3, 2025

Tariff Move Prompts Investors To Shed Risk; Equities, Dollar Fall – Reactions

President Trump's announcement yesterday of sweeping tariffs on a raft of countries around the

Investment Strategies
November 6, 2024

Wealth Managers React To Trump Victory

After Donald Trump won the presidential elections today, defeating Kamala Harris, wealth managers

Surveys
June 26, 2024

The Good, The Difficult And The Stable – The View From Headhunters

We talk to wealth management headhunters in North America and other parts of the world about what

Investment Strategies
June 21, 2024

UK Wealth House Maintains Slight Equity Overweight

Daniele Antonucci, chief investment officer at Quintet Private Bank, parent of Brown

Banking Crisis
June 7, 2024

Bondholders In US Sue Switzerland Over Credit Suisse AT1 Write-Down

The lawsuit is taking place in New York because this is where the AT1 bonds were registered,

Compliance
March 15, 2024

US Settles Sanctions Case With Swiss Bank

In three episodes, the firm processed 873 securities-related transactions – totaling $30,409,488

M and A
April 3, 2023

Summary Of North American Wealth Management M&A – February 2023

A number of M&A deals were consummated or started in February. One significant deal was the private

Strategy
March 14, 2023

From The Editor's Chair: Bank Crashes, Digital Assets And Tech

A recap and look forward around the stories and themes that grab the attention of this news

Comment & Analysis results for EFG