03/09/2026
This recognition highlights the bank’s outstanding performance in private banking, its commitment to delivering personalised wealth management services, and its continued leadership within Cyprus’s financial services sector.
03/09/2026
The report outlines UBS’s strategy, business performance, governance and compensation, as well as its risk and capital management.
03/09/2026
Gold and ‘liquid alternatives’ typically behave differently to traditional asset types and could offer support against market volatility and geopolitical uncertainties.
03/09/2026
February 2026 ADV of $362 billion, highlighting sustained institutional scale following breakout year
03/09/2026
It reduces cross-business conflicts and reinforces the stability of the platform supporting their end-clients’ assets.
03/06/2026
NatWest Group also holds a 'buy' rating with a target price of 780p, while Lloyds Banking Group is rated 'neutral' with a target of 108p and HSBC is rated neutral with a target of 1,404p.
03/06/2026
The group includes advisors Derek J. Cherne, Dean Breitbach, Keith Burke, Daniel Miller, Clayton Knutsen, Andrew Knutson and his brother Peter Knutson along with five support staff.
03/06/2026
MoneyWeb Financial Advisers manages around £300m in assets for more than 600 private clients and 50 corporate clients.
03/06/2026
Southeast Asia continues to be a strategic alternative for investors.
03/06/2026
Clients' stock portfolios will be automatically rebalanced and adjusted according to a strategy designed for long-term growth.
03/06/2026
The transaction is subject to customary approvals by the relevant supervisory authorities and is expected to complete in the third quarter of 2026 at the latest.
03/06/2026
Each signal is paired with context surrounding the life event and enriched through multiple data sources, giving advisors the insight, they need to engage personally rather than prospect blindly.
03/06/2026
The woman behind Blackstone’s giant wealth management business says the private credit crisis is just noise, and the only way to fight it is with transparency.
03/06/2026
The closure of the semi-liquid fund comes following a review which decided that it is unlikely to see significant growth.
03/06/2026
SJP has reached this milestone amidst what is seen to be the biggest wealth transfer to women in history, with women now projected to be holding over half of the UK’s wealth.
03/06/2026
While private banks talk endlessly about their digital transformation agenda, many are simply applying ‘tech lipstick’, which pastes AI tools onto creaking platforms
03/05/2026
Exclusive tool for fiduciary wealth management firms measures both governance control and technology sophistication across 70 diagnostic questions
03/05/2026
Executive Managing Partner Laura Combs to lead firm’s efforts to deepen its industry-leading commitment to championing Economic Freedom™ and fiduciary excellence for women
03/05/2026
Chubb-backed platform targets professional investors with curated global funds and exclusive private market strategies
03/05/2026
Raymond James Private Client Group President Tash Elwyn echoed CEO Paul Shoukry’s aversion to cross-selling, saying recruits to the firm feel clients are left out in such product pushes.