新闻中心/瑞联卓见

Union Bancaire Privée（UBP）中东分部高级财富规划师艾哈迈德·查希迪（Ahmad Chahidi）分享了与客户家庭的沟通方式发生了哪些变化、为何流动性已成为一种战略性保障，以及海湾合作委员会（GCC）地区即将到来的跨代财富传承。

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.