04/10/2025
Their expertise complements Wealthsimple’s expansion of products for couples and families, including householding for Premium and Generation status, joint accounts, spousal RRSPs and RESPs.
04/10/2025
Swiss players like Mirabaud and BCV improve their standing, while others lose ground.
04/10/2025
After a year of restructuring and high-profile exits, Citi's wealth business is shifting gears, aiming to hire private bankers and advisers in Asia.
04/10/2025
The Group increased its assets under management by 19%, further consolidating its positive trajectory.
04/10/2025
As private bank restructure in a bid to cut costs, team and desk heads that don't have client books could become increasingly vulnerable.
04/10/2025
Four up-and-comers have been spotlighted in FN’s Rising Stars of European Finance 2025 list
04/10/2025
As the number of high-net-worth individuals, keen for sophisticated investment strategies, increases in the region, a joint statement said services resulting from the collaboration would be available from this month.
04/10/2025
Now with over 1 million users — 92% women and 70% Gen Z — Alinea hit 6x revenue growth last year, reaching a $6M run rate with a team of just 10 people.
04/10/2025
Enables Advisors to Meet Growing Demands for Portfolio Customization at Scale
04/10/2025
With the stock markets spooked, leading to their worst day since the pandemic, there are American fears that restrictions could stop the country's wealthiest from moving money overseas.
04/09/2025
This is completely natural given the uncertainty of what is happening and what could come next.
04/09/2025
The data collection, financial modelling and back-testing was run independently by the Saïd Business School to ensure methodological independence and rigour.
04/09/2025
While it’s unclear exactly what prompted the move, changes in the non-dom structure could have played a role
04/09/2025
Following its debut in Hong Kong and subsequent launch in India, Singapore marks the next phase of the global rollout, with further expansion planned across key wealth hubs across Asia.
04/09/2025
Impax's AUM fell by about a quarter to £25.3bn in the quarter ending March
04/09/2025
As markets continue to plummet, three wealth managers from the Top 100 share how they're hedging client portfolios.
04/09/2025
The inclusion of Schroders into the Jupiter UK Dynamic Equity Fund is just one in a series of changes Alex Savvides has made since taking over in October.
04/09/2025
While an opportunity, this impending avalanche has the potential to shake the foundations of the wealth industry, but also to consume private banks and wealth managers unable to adapt.
04/09/2025
All of LGT's employees were recently given access to a secure internal chatbot, based on ChatGPT.
04/09/2025
With nine wins, including Best Private Bank in Malawi, Tanzania, and Zambia, Standard Bank cemented its leadership in private banking across Africa