06/26/2025
This milestone reinforces Global Wealth Office’s commitment to the Middle East as a global hub—accelerating UAE–U.S. capital flows, advancing strategic investments, and attracting high-value global investors through seamlessly integrated
06/26/2025
Oxfam’s new analysis examines the failures of a private investor-focused approach to funding development.
06/26/2025
Fabian Scheler, a portfolio manager at multi-family office Amadeus Capital in Geneva, explores the challenge of obtaining and integrating fund data.
06/26/2025
The statistics show that the overall tax gap is estimated at 5.3% of total theoretical tax liabilities, equating to £46.8 billion.
06/26/2025
The Bank now deploys an expanded range of products and services, encompassing the combined expertise of the asset management teams at Gonet and Dynagest, serving private and institutional clients.
06/26/2025
With the 20-year anniversary of the firm’s launch and ceding by two major families, fast approaching, he is starting to look back at the influences which have shaped his career and analyse today’s catalysts for change.
06/26/2025
The great wealth transfer is already underway, as baby boomers begin transferring trillions of dollars to millennials and Generation Z, who are inheriting more money and at younger ages
06/26/2025
Quintet offering developed in collaboration with BlackRock, leveraging the firm’s evergreen private markets platform
06/26/2025
This approach places emphasis on a long-term investment strategy and enables the scheme to focus on high-conviction investments in private markets.
06/26/2025
Switzerland, with its numerous mountains, bodies of water, and its exposed location in the center of Europe, is highly exposed to natural disasters.
06/26/2025
The annual awards are globally recognised as a benchmark of excellence in the private client industry, celebrating the highest standards of service, innovation, and professionalism across the wealth management sector.
06/26/2025
Raymond James will implement FNZ's integrated wealth management platform to bring AI and digital tools to its operations.
06/26/2025
Women in the United States are expected to control an estimated $30 trillion in financial assets by 2030—a major realignment in asset ownership driven by demographic, economic, and social shifts.
06/26/2025
On Wednesday, Citi said it nabbed a manager at Bank of America Private Bank to be its Southeast market executive.
06/25/2025
This handover concludes a strategic divestment announced in April 2022.
06/25/2025
There are just 1,064 holders of the certified financial planner certificate, and 3,110 CISI chartered wealth managers. Very few hold both qualifications.
06/25/2025
These key trends are highlighted in the latest global survey of asset and wealth managers from Citi and Create-Research.
06/25/2025
This acquisition marks a key milestone in Shaw and Partners’ growth strategy as it formally enters the New Zealand market and strengthens its presence across the broader Trans-Tasman region.
06/25/2025
The group posted an adjusted profit before tax of £48.3m, down from £67.4m the previous year.
06/25/2025
Talks with private capital firms have focused on operational hurdles for retail customers