06/26/2026
Historically, access to private markets was primarily limited to institutions and ultra-high-net-worth investors, but the PMAX fund platform now broadens access to institutional-quality private market investment managers for more clients.
06/26/2026
Europe’s private banks are approaching a turning point after years of high profits.
06/26/2026
Goodbody intends to support the continued development of Legacy Wealth Management while broadening access to investment and financial planning expertise on an all-island basis.
06/26/2026
It's about being in the right place at the right time, he admits, yet his story is less about technology than it is about a lifelong fascination with systems.
06/25/2026
The report shows while women take the lead with day-to-day household budgeting, they are less confident and engaged than men about managing long-term finances.
06/25/2026
In fact, while CIO remains confident in the AI growth story, they also expect that the next phase of stock gains will come from a broader range of opportunities.
06/25/2026
Market Dynamics Adaptation: In an environment of heightened market concentration and widening valuation dispersion, investors are increasingly reassessing allocations beyond traditional large-cap indexes
06/25/2026
The first full-workforce Microsoft Copilot deployment publicly announced by an organisation in South Africa
06/25/2026
Beginning ahead of the 2026/27 season, the partnership will run through to 2029.
06/25/2026
It is to ensure that residence, control, source of wealth, reporting positions, and succession arrangements can all withstand scrutiny in a more transparent and data-led environment.
06/25/2026
Subject to approval by the regulatory authority FINMA, the asset manager now holds 100% of the shares in the Zurich-based convertible bond specialist.
06/25/2026
The team reported serving approximately $160 million in advisory, brokerage and retirement plan assets* and joins from Raymond James.
06/25/2026
A client-first approach earns Canada's leading private banking honour
06/25/2026
The office will be located at Domplatz in the city center and cater to clients in northern Germany.
06/24/2026
They operate across borders and expect payment solutions that match that reality.
06/24/2026
The move follows the recent addition of an insurance advisory team, underscoring Citizens’ continued momentum in expanding both capabilities and talent across its wealth platform.
06/24/2026
Those selected demonstrated new initiatives, current enhancements and recent outstanding leadership activities within the past 12-18 months.
06/24/2026
Move is part of British bank's global strategy of building cross-border and affluent clients’ business
06/24/2026
Africa posted the world's fastest ultra-wealth growth in 2025, yet the continent's 3,440 ultra-wealthy individuals hold less than 1% of global fortunes.
06/24/2026
Wealth management is no longer about managing money alone. It’s about managing uncertainty, trust, and major life decisions.