03/24/2026
The bank said the acquisition reinforced its ability to serve a demanding local and international client base, with a particular focus on ultra-high-net-worth individuals.
03/24/2026
Garanti BBVA was selected for this award for its radical client perspective, which is integrated throughout its products and services.
03/24/2026
Initially designed to enable Partners to sell their businesses outright, it now also supports partial sales, management buy-ins and adviser ownership.
03/24/2026
The master trust is aimed at business owners, directors and senior executives.
03/24/2026
Net operating income grew by 4.7% (5.4% at constant exchange rates) to CHF 1,496.5 million.
03/24/2026
Nour Private Wealth (NPW) is expanding its private wealth management company platform in direct response to that evolution
03/23/2026
Kevin Warsh may need to reassert the US central bank’s independence, but his dovish stance could be positive for equities.
03/23/2026
Digital private banking continues to scale meaningfully, with rapid growth in digitally managed clients and adoption of AI‑supported tools that enhance remote advisory.
03/23/2026
Thomas Bischoff says the Swiss bank avoids private markets funds that use NAV squeezing to generate short term performance spikes.
03/23/2026
The last hurdle has also been cleared: UBS has received a national license in the USA.
03/23/2026
Quilter chief executive Steven Levin and academy director Chris Jones addressed the group, outlining the importance of continued professional support as graduates begin their careers in advice.
03/23/2026
At today’s Annual General Meeting (AGM) of EFG International, shareholders approved all the motions proposed by the Board of Directors, including the payment of a dividend of CHF 0.65 per share.
03/23/2026
Winning Best Adviser Website highlights Hoxton Wealth’s commitment to making financial planning more understandable and accessible.
03/23/2026
The Awards, now in their fourteenth year, celebrate companies, teams and individuals that have excelled across a broad range of financial services in the European private banking, wealth management and trusted adviser sectors.
03/23/2026
This year marks the fourth consecutive year RBC Wealth Management has been recognized by Euromoney for its continued excellence in the industry.
03/23/2026
CEO of world’s biggest asset manager says rich backers of artificial intelligence could reap most of the rewards
03/23/2026
Wealth managers are identified as highly vulnerable to business model disruption as AI-enabled model portfolios and direct indexing platforms offer low-cost alternatives to traditional advisory services.
03/23/2026
The Wealth Planning Team was recognised for its outstanding ability to manage complex, cross-border mandates for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
03/23/2026
On 23 March 2026, the portfolio managers of the GAM Global Opportunities Fund and the GAM Global Special Situations Fund published an open letter
03/20/2026
The launch comes amid continued expansion in Hong Kong’s private wealth sector.