Notizie

Ahmad Chahidi, consulente senior in pianificazione patrimoniale presso Union Bancaire Privée (UBP) Middle East, spiega come sono cambiati i colloqui con le famiglie, perché la liquidità è diventata una forma di protezione strategica e il prossimo trasferimento generazionale di patrimoni nei paesi del CCG.

In a new interview with VSV-ASG (the Swiss Association of Asset Managers), UBP family office experts Monica Espinosa and Pierre Ricq talk about UBP’s family office approach: listen when it counts, guide where it adds value, and keep performance at the core.

Moving abroad, weathering tax changes or leaving a legacy – expert advice on protecting your finances

Large estates, delayed inheritance and international structures are changing the way wealth is being passed on. For private banking, succession planning is becoming a core strategic task.

The Boston Consulting Group’s most recent Global Wealth Report, published on 27 May, has ruffled some feathers in the Swiss finance industry, by showing that Hong Kong has for the first time overtaken Switzerland as the world’s largest wealth management centre.

How UBP’s Family Office Solutions helps wealthy families preserve and transmit wealth across generations through governance, investment strategy, and family advisory.

84% of women report feeling unprepared to manage inherited wealth, with many finding the experience challenging when it arrives.

Over the past decade, the Middle East has evolved from a region primarily associated with energy resources into a sophisticated hub for global capital and private investment.

Nadège Lesueur-Pène, Head of Wealth Management Developing Markets & Europe at Union Bancaire Privée (UBP), explains what sets Swiss private banks – and UBP in particular – apart in an increasingly complex and competitive world.

The region’s sovereign wealth funds along with a growing number of institutional investors and family offices, are deploying increasing volumes of capital into private markets.

The Middle East stands on the cusp of an unprecedented generational wealth transfer, with an estimated US$1 trillion poised to change hands by 2030.