07/29/2025
Advisors retain more assets in lateral moves—but transitions remain challenging, according to new research issued by Cerulli Associates and sponsored by 55ip​
07/29/2025
The devaluation of the US dollar had a negative impact on the performance of Swiss funds.
07/29/2025
Vincent Lecomte, chief of the wealth management unit at BNP Paribas, is setting his sights on next-gen investors, Asia’s surge, and staying ahead of fintech disruption
07/29/2025
Once seen merely as a cost center or operational necessity, the back-office is now a strategic enabler—central to delivering efficiency, scalability, and increased competitiveness.
07/28/2025
Fast forward five years, post-pandemic, CK Wealth grows steadily, in step with the country’s and local insurance industry’s growth.
07/28/2025
US-headquartered Marex Group buys influential market maker business from bank with eye on expanding presence with UK wealth managers.
07/28/2025
Former private banker, star broker and CEO, Mohamed Rafik shares how he built up 18 Bricks
07/28/2025
The bank has ceded little ground in its home market since it took over Credit Suisse, but it is still struggling to hit its stride in the all-important US market
07/28/2025
The annual China Business Law Awards are based on hundreds of nominations received from China-focused corporate counsels and legal professionals around the world.
07/28/2025
The partnership combines FNZ’s industry-leading technology, wealth management expertise and global reach with Microsoft’s advanced AI capabilities, cloud infrastructure and engineering excellence.
07/28/2025
David Coombs, head of multi-asset at Rathbones Asset Management, shares the inner workings of the new MPS and its early asset allocation.
07/28/2025
S&P revised its rating outlook for SIX to stable.
07/28/2025
For Swiss businesses, it is essential to continue relying on a knowledgeable and engaged banking partner in corporate finance.
07/28/2025
Underpinning financial stability and market predictability, multilateralism allows family offices and private banks to support a resilient global economy through investments and philanthropy
07/28/2025
The number of True Wealth customers has increased to approximately 35’000, corresponding to growth within the same percentage range.
07/25/2025
Withers has market-leading knowledge of the intricacies of the art world.
07/25/2025
Assets under management and the fees earned by managers depend on two factors - money flowing in and out of the funds and the performance of investments.
07/25/2025
Citi also named Best Investment Bank for M&A in Singapore
07/25/2025
The MPS will include three new in-house funds built exclusively for this range and serving as its core building blocks.
07/25/2025
It has over £800 million in assets under management, which will transfer to Third Financial under an initial five-year partnership.