News, Comment & Analysis results for Vontobel

People Moves
April 14, 2025

Summary Of Moves In North American Wealth Management

With a big-news story at Hightower – a new CEO and the departure of its predecessor – February

Strategy
March 18, 2025

Illuminating Women’s Wealth Management Progress, Building Connections

Awards and networking gatherings run by this publication, held in Zurich and close to International

Investment Strategies
March 18, 2025

Infrastructure's Momentum Still Strong In Volatile World – BCG

Infrastructure continues to loom large for wealth managers as geopolitics and business imperatives

Statistics
March 5, 2025

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,

People Moves
February 28, 2025

Switzerland's Vontobel Names Americas Private Clients Head

The new senior hire has a solid track record of serving US and Latin American clients.

Investment Strategies
January 28, 2025

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

Surveys
January 15, 2025

Advisors Prioritize Diversification; Favor Private Markets – Blackstone

The survey of advisors finds that what they and their clients are most focused on is spreading

Tax
November 4, 2024

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

Tax
September 13, 2024

As US Elections Loom, Tax Expert Eyes Rising Expat Workload

With tax certain to be an important topic in coming weeks ahead of the US elections, for a certain

Technology
July 23, 2024

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

Comment & Analysis results for Vontobel

M and A
April 10, 2007

FT.com: Sarasin/Vontobel - Short-Term Tie-up Unlikely Despite Synergies