News, Comment & Analysis results for Vontobel
Summary Of Moves In North American Wealth Management - February 2025
With a big-news story at Hightower – a new CEO and the departure of its predecessor – February
Illuminating Women’s Wealth Management Progress, Building Connections
Awards and networking gatherings run by this publication, held in Zurich and close to International
Infrastructure's Momentum Still Strong In Volatile World – BCG
Infrastructure continues to loom large for wealth managers as geopolitics and business imperatives
Americans Apply For British Citizenship In Record Numbers
Amid concerns about politics and thanks to the introduction of a new UK tax system for residents,
Switzerland's Vontobel Names Americas Private Clients Head
The new senior hire has a solid track record of serving US and Latin American clients.
China's New AI App A Wake-Up Call – Wealth Managers' Reactions
After the drama in equity markets yesterday following news of a new, supposedly cheaper AI app from
American Citizens Abroad Sets Bi-Partisan Stance Over US Expats' Tax Plight
The group, which has pushed for reform to the US tax code, said it welcomed acknowledgement by Vice
Wealth Firm Signs Software Pact To Help US-Linked Clients
Several firms based in the UK, Switzerland and other places specialize in offering US expats and
Investors Increasingly Smile On Impact – Survey
A new global study by Vontobel shows that investors plan to increase their allocations to impact
Vontobel Wealth Management Puts All North American Clients Under One Roof
The Switzerland-headquartered group said it intends to continue growing its business for North