08/19/2026
Currently operating as a division of EFG Private Bank, which is part of EFG International, EFG Harris Allday is a UK-based wealth management business focused on affluent clients predominantly in the Midlands.
08/19/2026
This represents a turnaround in operating profit compared to the full year 2025. At that time, business profit had still plummeted by a good 18 percent to 78.6 million Swiss francs.
08/19/2026
This result was driven by higher operating income, lower operating expenses, and broad-based growth.
08/19/2026
A rise in commission and service business income to CHF 2.32 million (up from CHF 2.13 million the previous year), combined with strict cost discipline, offset the decline in earnings from interest-related business.
08/19/2026
Stratos Wealth Enterprises is the acquisition and wealth management arm of Stratos Wealth Holdings
08/19/2026
Led by financial planner Mike Weinand alongside four support professionals, the firm oversees more than $644m in client assets.
08/19/2026
The strategy invests in areas including entertainment royalties, legal assets, healthcare receivables and factoring.
08/19/2026
As succession pressures, cross-border assets and next-generation expectations converge, Saudi family businesses need structures that preserve control without weakening family identity.
08/19/2026
But an exit is not simply an ending. Properly prepared, it should also provide the foundations for what comes next.
08/19/2026
Economic surprises have been positive in the first half, in spite of geopolitical headwinds, while inflation has remained largely contained.
08/19/2026
Uniting differentiated investment capabilities to deliver tailored client outcomes
08/19/2026
Leading independent triple net lease (NNN) platform across North America and Europe with growth opportunities across products, investor segments, and geographies.
08/18/2026
Rebrand unifies the firm’s ETF lineup while maintaining investor continuity
08/18/2026
Separately managed accounts are projected to reach $3.6 trillion in 2026 as advisors shift toward personalized portfolios and tax-efficient strategies.
08/18/2026
Raiffeisen Switzerland divested its 22.7 percent stake, selling it to H21 Macro Limited and four private investors.
08/18/2026
But a thoughtful strategy and the right partner may help strengthen after-tax outcomes over time by managing assets with an eye toward tax efficiency.
08/18/2026
Corporate bond issuance linked to AI-driven capital expenditure also a concern
08/18/2026
Experienced Wealth Management Team Anchors the 20th Location for NewEdge Capital’s Ultra High Net Worth Division
08/18/2026
The third vintage in the Emerging Market Senior Credit series reflects continued investor demand for private credit strategies financing businesses and infrastructure across Africa and other emerging markets.
08/18/2026
The four-day programme extends the bank’s existing NextGen offering, which has traditionally focused on emerging successors between the ages of 25 and 40.