03/10/2026
Issuance met with strong investor demand, deepening the bank's access to China's capital markets and reinforcing its role as a bridge between China and global markets.
03/10/2026
A private bank must be able to ensure the long-term growth of its clients’ wealth while planning its transfer to future generations.
03/10/2026
Total operating costsincreased by 22% to CHF 953 million (2024: CHF 778 million), mainly driven by higher variable performance fee-related personnel expenses.
03/10/2026
The session formed part of the firm’s commitment to supporting women’s wealth and inspiring the next generation of female investors and entrepreneurs in Jersey.
03/09/2026
The most effective approach is lifelong: start early, review regularly, and adapt your plan as life evolves.
03/09/2026
This community creates a dedicated platform for women to share experiences, foster networking and access opportunities for professional and personal growth.
03/09/2026
The investment grade ratings we have received from both agencies are a testament to the financial stability of our firm.
03/06/2026
Featuring 144 open-ended funds, Exchange Traded Products and investment trusts, the latest List is a valuable guide for DIY investors seeking inspiration for their tax-free allowances before the end of the financial year
03/06/2026
The Swiss delegation will be led by Federal Councillor Elisabeth Baume-Schneider, Minister for Gender Equality.
03/06/2026
The female client segment in wealth management is arguably a topic less discussed, relative to its potential opportunity.
03/05/2026
Although a higher base resulting from the early arrival of the Chinese New Year in 2025 weighed on January’s year-on-year comparison, the retail sector maintained its positive trajectory.
03/04/2026
The shift did not happen overnight, and many point to these two decisions as the turning point.
03/03/2026
Harvest and fincite today released the WealthTech Radar 2026, their fourth annual report on the trends reshaping European wealth management.
03/03/2026
FTSE Russell is a trading name of certain of the LSE Group companies.
03/03/2026
US strikes on Iran follow a return to unilateral force and coincide with emergence of three definitive power blocs in the investment world
03/03/2026
This comes as the FIM industry undergoes long-term structural change to meet evolving needs of clients.
03/02/2026
The 10 richest U.S. billionaires gained nearly $700 billion dollars in the last year.
02/27/2026
Catch up on this week’s top news in wealth management
02/26/2026
With the timeline for the change to take effect yet to be decided, many property owners are wondering what the consequences will be for them.
02/26/2026
A lack of clear communication emerged as a critical factor, with 28% of families identifying it as a primary reason they disagree over wealth.