05/28/2026
Transaction unites two premier, full-service banking and wealth management platforms with complementary experience in international financial centers and attractive Caribbean markets to create a $29 billion financial institution
05/28/2026
With more than 30 years of experience guiding wealthy families, Lisa Petrie has established a strong reputation for delivering thoughtful, long-term wealth strategies.
05/28/2026
Around 80% had wills, trusts, or succession plans in place.
05/28/2026
If even a fraction of this capital pool was diverted into start-up and scale-up businesses through regulated funds, the impact on private enterprise could be transformative.
05/28/2026
This reflects Investec’s continued support for clients across the market through debt capital, alongside its growing ability to deliver larger ticket sizes and support larger transactions.
05/28/2026
Investors can benefit from the GQE Team’s holistic quantitative investment approach, which combines advanced data science with human insight in seeking to generate alpha while carefully managing risk.
05/28/2026
Private equity-backed consolidator Cinerius Financial Partners has acquired the Hamburg-based firm Honestas.
05/28/2026
At the same time, many continue to face challenges in translating intentions into action - particularly when it comes to structuring governance, succession and family businesses, and aligning family wealth across generations.
05/28/2026
The new branch will serve as a central point of contact for high-net-worth individuals, entrepreneurs, and institutional investors in North Rhine-Westphalia.
05/28/2026
The report found it reached US$333 trillion in 2025, up from US$301 trillion in 2024.
05/28/2026
In its Q3 2026 Investment Outlook, HSBC Private Bank remains optimistic about the resilience of the global economy and expects volatility to be manageable.
05/28/2026
The claims add to scrutiny of the UK wealth manager after recent upheaval over fees, customer complaints and changes to its charging model.
05/28/2026
The goal of the partnership is to strengthen the relationship between advisors and investors, unlocking value through the strategic use of data.
05/28/2026
As such, the industry has substantial potential to grow and become more profitable if the issues surrounding scale areresolved.
05/28/2026
Agentic AI and quantum-ready mainframe capabilities advance data center modernization
05/28/2026
New integration gives broker-dealers and institutional investors access to overnight liquidity across 4,000+ U.S. equities
05/27/2026
The deals included its biggest acquisition to date, with the February purchase of West Midlands-based Prosperity Wealth.
05/27/2026
The acquisitions were completed through Fairstone’s downstream buyout programme, which allows business owners to work with a company and grow operations while planning for a sale at a future date.
05/27/2026
CFM Indosuez, Crédit Agricole CIB and Crédit Agricole S.A. are once again partners of the Monaco Blue Initiative (MBI) and the Blue Economy & Finance Forum (BEFF) 2026, illustrating the Group’s collective commitment to responsible
05/27/2026
TIFIN Australia will focus on delivering AI-native solutions for financial advisors, wealth managers, and enterprises across the Australian market, enabling personalized, scalable, and effective financial advice.