07/07/2026
The project is backed by a uniquely combined set of profiles: investment professionals from financial markets, asset management and private equity, joining forces with experts in wealth advisory.
07/07/2026
The new model is already operating in Hungary and Slovakia and will be extended across the region as well as Egypt.
07/07/2026
The accolade recognises rising stars working across the private client advisory professions in Guernsey, Jersey and the Isle of Man.
07/07/2026
The report highlights the growing importance of currency and mobility in a fragmented global economy.
07/07/2026
This latest partnership marks the 8th under the Bank’s VCC platform
07/07/2026
The Obwalden Cantonal Bank congratulates eight young professionals on successfully completing their apprenticeships. Six of them have decided to continue their careers at the bank.
07/07/2026
Aspen’s affiliated RIAs now total $15 billion in assets under management
07/07/2026
The wealth manager has bought independent financial advice firms City Gate Aberdeen and Albyn Associates, both based in Aberdeen.
07/07/2026
The model is designed to allow advisors to spend more time focused on clients while benefiting from the scale and resources of a larger organization.
07/07/2026
Brigade’s extensive expertise in corporate credit and structured credit made it a natural fit to design and manage this capability.
07/07/2026
The service complements Schroders Wealth Management’s existing investment management, wealth planning and family office capabilities.
07/07/2026
In addition, judges pointed to Claudia as a team member who has “established credibility and demonstrated meaningful impact” as well as her “learning agility and initiative in the face of operational challenges”.
07/06/2026
This Industry Insight is produced in commercial partnership with Commonwealth Private.
07/06/2026
These developments have implications for advice businesses which must keep on top of the latest investment products and services, and the potential role they play in delivering strong client outcomes.
07/06/2026
Both parties will work on further commercial cooperation in already identified, tangible opportunities for growth in client base and assets under management, access to new business prospects, and strategic insights.
07/06/2026
Organized by Chambers and Partners, the High Net Worth Awards are based on the annual independent research conducted by the Chambers High Net Worth Guide, a benchmark for the international high-net-worth advisory market.
07/06/2026
It creates a focused Wealth Management business centred on Cazenove Capital in the UK and Schroders Wealth Management internationally, enabling continued investment in people, technology, and client capabilities.
07/06/2026
Kim Fournais will remain Chairman of the Board of Directors of Saxo Bank.
07/06/2026
This recognition highlights Tim’s continued contribution to JTC’s Private Capital Services team and reinforces the depth of talent across the Group.
07/06/2026
When performance is no longer enough; Arthur Azizov discusses the new currency of wealth management