01/27/2026
The centre provides personalised wealth solutions focused on accumulation, protection, and legacy planning, with private consultation and family rooms for client privacy.
01/27/2026
Through their two local joint brokerage ventures, the banking giants are looking to strengthen collaboration in wealth management, securities trading and investment banking, he said.
01/27/2026
Second Private Client Office Opens, Showcasing a Reimagined Private Bank Experience and Flagstar's Commitment to Relationship-Driven Banking Across Key U.S. Wealth Hubs
01/27/2026
Nordic wealth manager Formue is looking to scale its hybrid advisory model across Europe, without compromising its focus on clients, encompassing their purpose, family and legacy
01/27/2026
This iconic partnership unites two organisations defined by the relentless pursuit of performance and distinctive global connectivity.
01/27/2026
Event announcement as defined in Article 53 of the Commercial Code
01/27/2026
Central banks continued increasing their gold holdings in 2025, with most estimates showing a rise of around 850 tonnes over the year.
01/27/2026
Alfa Limited’s CEO, Michael Alfano brings over 14 years of experience to the business, primarily within the Jersey Regulatory framework, as well as from working in the global private wealth sector.
01/27/2026
Federation invested in Sendle in late 2018 and was a driving force behind its merger in 2025 with US companies ACI Logistix and First Mile, to form a new private equity-backed roll-up called Fast Group.
01/27/2026
With 80% of advisors prioritizing technology, firms are adopting new tools to remain competitive
01/27/2026
The auditor has announced that she will resign her seat on the board of directors of PostFinance.
01/26/2026
That larger picture includes financial planning, retirement planning, estate planning and elements of tax and insurance planning.
01/26/2026
Switzerland residency by investment: who this is really for
01/26/2026
The closing of the transaction is expected in the third quarter of 2026 and subject to regulatory approval.
01/26/2026
The strategy will prioritize organic growth, with no consolidation targets, in order to avoid Antitrust restrictions in a now saturated domestic market.
01/26/2026
The Hong Kong office will add to the US asset manager's Asia Pacific offices in Singapore, Tokyo and Sydney.
01/26/2026
Reduction of the factor for the limit from 16.5 to 15
01/26/2026
Helvetia Asset Management AG will be dissolved upon registration of the merger in the commercial register.
01/26/2026
As part of the acquisition, four SSC Wealth members, including partners and wealth managers Bert Falley and Michele Hammann, will join Merit Financial Advisors as regional VP and partners at Merit Financial Advisors
01/26/2026
Spear's award winner 2025: Despite its 163-year history, UBS continues to push the boundaries of modern wealth management through digital innovation and client choice