12/08/2025
The office will be led by partner Ari Petrovs and supported through Knight Frank’s partnerships with McGrath Estate Agents in Australia and Bayleys in New Zealand.
12/08/2025
The advanced risk management and portfolio construction capabilities are set to complement the tailored advice that has been JBWere’s signature strength for 185 years.
12/08/2025
James Gladstone, Head of Wealth Planning, and Jonathan Brownlow, Wealth Planning Director, shared their thoughts on the impact of the latest UK Autumn Budget for clients.
12/08/2025
PODCAST: Alistair Shipp, Capco’s wealth management lead, says upskilling will be critical as firms gear up for the wealth landscape of 2030.
12/08/2025
In the Where’s the Money series, we speak with industry experts about the trends and ideas impacting Asia’s wealth and financial markets
12/08/2025
Royal Bank of Canada, Lloyds and NatWest are also in the frame to bid for the private equity-owned wealth manager by Wednesday this week.
12/08/2025
Reflecting the ongoing evolution of these funds, Amati is pleased to announce the appointment of Georges Lequime, fund manager on the Strategic Metals Fund and Mikhail Zverev, fund manager on the Global Innovation Fund, to the Amati Board.
12/08/2025
That includes 15 members of two “German pharmaceutical families,” with the youngest just 19 years old and the oldest at 94.
12/08/2025
Other financial institutions, including NatWest Group, Lloyds, and Royal Bank of Canada, have also shown interest in acquiring Evelyn.
12/08/2025
Starting in 2026, this will include an expansion of BAFTA’s long-standing Prince William BAFTA Bursary Programme to help individuals facing financial barriers to progress in their careers.
12/08/2025
Now in its thirty-fifth year, Labuan IBFC has developed into one of Asia’s most established financial jurisdictions, offering a full suite of conventional, digital, and Shariah-compliant solutions.
12/08/2025
This can help access funds for a variety of goals — from property purchases and intergenerational gifting to tax planning and short-term liquidity.
12/08/2025
Moneybox partners with Amundi to bolster its wealth proposition with launch of three low-cost investment funds for pension customers
12/08/2025
Client services will be broadened under the new partnership
12/08/2025
The annual transparency exercise is based solely on COREP/FINREP data on the form and scope to assure a sufficient and appropriate level of information to market participants.
12/05/2025
Rose emphasized that leading advisors had always adopted the innovations that later became industry standards.
12/05/2025
Among the topics discussed were the adoption of AI tools to increase productivity and enhance client communication, as well as the development of knowledge in digital assets and tokenized products
12/05/2025
Winners of the 10th Annual Private Banking Awards Switzerland announced" was originally created and published by Private Banker International, a GlobalData owned brand.
12/05/2025
Demand for End-to-End Wealth Management Experience, Business Transformation Powers Growth
12/05/2025
While traditional wealth managers have focused on investment performance and asset accumulation, a fundamental shift is occurring in what clients actually want.