06/02/2026
The Company continued to be active in implementing its buyback policy, and the Board remains focused on managing discount volatility and helping to provide liquidity in the Company’s shares.
06/02/2026
The report found that the world’s top 10 booking centres attracted nearly 90% of new cross-border wealth flows during the year and accounted for more than 80% of existing cross-border assets.
06/02/2026
Jeremy Smouha, who sat on GAM’s board of directors until earlier this year, managed bond, multi-asset and equity funds.
06/02/2026
The OECD’s Crypto-Asset Reporting Framework (CARF) represents the first globally coordinated standard for tax transparency in crypto-asset transactions.
06/02/2026
Over two days, the programme brought together senior leaders and specialists from across the bank to explore the forces shaping wealth management today, alongside the longer-term questions many families are navigating as assets, leadership and decision-ma
06/02/2026
The new venture will combine Lawrence Stephens’ legal support with Fidelius’ financial planning offering.
06/01/2026
Financial advisers are working with high-net-worth clients to establish a wealth transfer plan but a Shaw and Partners report suggested they should also be using the opportunity to secure the next generation of clients.
06/01/2026
The expansion of our unparalleled global network marks a milestone for Citi.
06/01/2026
Their inclusion places them among a select group recognised for excellence in advising high-net-worth and ultra-high-net-worth clients.
06/01/2026
Corient becomes the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high- and high-net-worth clients.
06/01/2026
Customers are guided through a short, attitudinal-based assessment that considers their investment attitudes, alongside questions that assess their capacity for loss and approach to risk.
06/01/2026
Miami serves as a key hub for EFG’s Americas strategy, supporting clients from across Latin America as well as U.S.-based entrepreneurs seeking international investment opportunities.
06/01/2026
The new body will advise the company on its digital and AI strategy, prioritize relevant initiatives, and support their implementation.
06/01/2026
She will focus on ensuring that each new relationship is introduced with a clear articulation of the bank’s investment offering and strategic outlook.
06/01/2026
The company has appeared in the listing since 2005.
06/01/2026
Going forward, CICC will continue to leverage wealth management as a strategic pillar to better serve the "bringing in" and "going global", injecting fresh momentum into financial high-standard opening up.
06/01/2026
That Macquarie transaction was Nomura's biggest since it took over parts of Lehman Brothers following the 2008 collapse.
05/29/2026
With a private client and tax team of over 40 in Asia and over 200 across 15 offices globally,
05/29/2026
A private bank is built to handle such complexity, with bespoke solutions appropriate for each stage of the entrepreneur's journey.
05/29/2026
Group-wide deployment of a unified investment risk framework across Wealth Management, Private Banking and Asset Management