10/03/2025
In conversation with Hubbis, Azim unpacks how a Canadian heritage, a global platform, and selective growth are converging to shape RBC’s value proposition in Asia’s private banking arena.
10/03/2025
William Sinclair tells InvestmentNews about the bank’s new lifestyle offering
10/03/2025
Corporate bonds clearly remain a core part of client portfolios
10/03/2025
Novum sets itself apart from traditional wealth managers: the company operates with an open architecture, in which client advisors hold a stake in the firm’s success.
10/02/2025
It will lead to a buy-and-build programme that will extend Equilibrium’s offer nationwide.
10/02/2025
The partnership reflects rising demand for tech-based, scalable estate planning solutions for RIAs and other financial planning professionals.
10/02/2025
J.P. Morgan Asset Management offers global investment capabilities across equities, fixed income, real estate, hedge funds, private equity, and liquidity.
10/02/2025
The new hires reflect HSBC’s commitment to expanding its coverage for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in Southeast Asia and the wider region, while strengthening the second line of defence that underpins safe, resilient
10/02/2025
Accuro joins Opera as part of Project Overture, a five-year plan to optimise how the group operates, grows organically and expands into new markets and jurisdictions by partnering with the right businesses.
10/02/2025
As Quilter Invest, the platform is designed to support clients in the earlier stages of their investment journey, while also offering a proposition to advisers who have clients who may not be ready for full financial advice.
10/02/2025
Switzerland faces a multibillion challenge, writes Erol Bilecen, Head of Sustainable Finance at the Swiss Bankers Association.
10/02/2025
Nearly 30 per cent regretted their withdrawal, after speculation that capital gains tax (CGT) rates could be raised to match income tax rates.
10/02/2025
Lloyds and Schroders both declined to comment on the report, while SPW did not immediately respond to a request for comment.
10/02/2025
At S&W, investment managers used Avaloq (although financial planners used XPlan’s previous iteration, Adviser Office).
10/01/2025
The World Ultra Wealth Report 2025 provides a unique and comprehensive analysis of the global ultra high net worth (UHNW) population.
10/01/2025
The Dersingham firm, near King’s Lynn, advises more than 260 clients and manages £120m of assets.
10/01/2025
This agreement marks the first Japan-based reinsurance agreement for Brookfield Wealth Solutions after it established a representative office in Tokyo earlier this year.
10/01/2025
Tracing Dubai’s emergence as a hub for global private capital.
10/01/2025
Fiduciary professionals in Guernsey also offer specialist advice on environmental, social, and governance (ESG) investment strategies
10/01/2025
Nutmeg is being replaced with a new service which will be available on the Chase UK app and as a standalone entity.