07/31/2025
The ISFB Portfolio Management Assistant Certificate is aimed at professionals who support relationship managers on a daily basis in serving private and institutional clients.
07/18/2025
The results are consistent with those of previous years’ surveys, signalling that private markets have become embedded in UHNW/HNW portfolios.
07/09/2025
The research was carried out over a three-week period from 29 May-19 June 2025 and reveals a profession at a pivotal moment – arguably caught between two worlds.
06/30/2025
Discover Société Générale's tech strategies and innovation programs, including digital transformation insights, ICT budget details, and major contracts. Explore their global banking solutions and tech initiatives across Eu
06/27/2025
As M&A Activity Grows, Nearly 20% of Consolidators Pause Initiatives Due to Integration Issues
06/26/2025
Far from a statistical curiosity, this mass movement of millionaires represents the largest voluntary transfer of private capital in modern history.
06/17/2025
GMS positions Rothschild & Co to provide research-led distribution and execution seamlessly across public and private markets.
06/16/2025
As part of our advisory process, we assign investors to one of six risk profiles according to their individual risk capacity.
06/16/2025
For now-former UK non-doms, and individuals planning to relocate to the UK, the introduction of the new rules has been seismic
06/12/2025
Insights into giving and inheriting wealth across generations.
06/03/2025
This includes financial planning, mortgage and protection advice, financial coaching, academy members, paraplanning, compliance, T&C and support roles.
05/22/2025
Far from the glossy portrayals of effortless affluence, a more nuanced picture of wealth is emerging.
04/04/2025
Lower fees was cited by 61 per cent of respondents who are not currently advised, alongside trustworthiness at 58 per cent.
03/12/2025
The wealthiest 10 percent of households in Finland now account for more than half of the total net wealth, according to Statistics Finland.
03/07/2025
The research also identifies that fund processing costs are projected to rise by 32% over the next three years, putting firms under increasing pressure to modernise.
02/26/2025
Investors are shifting towards digital channels, but many wealth managers remain reliant on traditional methods, Avaloq reveals.
02/25/2025
Barclays surveyed 2,000 UK investors to find out what persuaded them to invest for the first time, as well as any challenges they felt they had to overcome.
02/25/2025
The top 10% of earners are now responsible for almost half of all spending, a record
02/18/2025
This limits the potential for further increases in the current year, according to the study on the real estate market presented on Tuesday .
02/17/2025
Manulife Hong Kong collaborates with Deloitte to offer insights into legacy planning solutions for high-net-worth individuals