05/14/2026
This was one of the themes that emerged during OWIN26, the event organized by Objectway in Sorrento, which featured Simona Feudatari, COO of Indosuez Wealth Management Italia, on stage.
05/13/2026
The Iran conflict continues to drive oil-price and rate volatility, while this week's US-China summit and Consumer Price Index (CPI) data will be the key catalysts to watch.
05/13/2026
Saltus was selected ahead of a strong field of peers, reflecting the continued strength and evolution of its wealth management proposition.
05/13/2026
The recognition highlights the depth of William Blair’s Private Wealth Management and the firm’s commitment to delivering personalized advice across generations, industries, and evolving client needs.
05/13/2026
The panel highlighted how organisations are increasingly layering AI capabilities over existing systems rather than replacing infrastructure entirely.
05/13/2026
Groupe Allen acquires London-based Altyx
05/13/2026
The initial range will include four active ETFs covering global equity and fixed income markets, with two distinct approaches:
05/13/2026
But in Asia Pacific, wealth transfer is seen as a family milestone compared with Europe and North America, according to the report.
05/13/2026
The more wealth there is, the more there is to oversee, and the more likely it becomes that something could go wrong both professionally and personally.
05/13/2026
Treasury Partners was also named to the 2026 Barron’s Top 250 Private Wealth Management Teams list.
05/13/2026
Named for focus on quality, new momentum strategy incorporates both fundamental and technical factors to selectively target market leaders
05/13/2026
The 2025 financial year was shaped by a demanding and rapidly evolving environment characterized by macroeconomic uncertainty, geopolitical tensions, and structural changes in the capital markets.
05/13/2026
The deal also includes Altyx Corporate, which advises employers on pensions and staff benefits.
05/13/2026
The Dutch economy has remained resilient so far, although the war in the Middle East has increased uncertainty.
05/13/2026
Company Supports Greater Philadelphia Talent as Championship Comes to the Region
05/12/2026
The disconnect between operational performance and stock price reflects broader market volatility and ongoing investor concerns about wealth management sector headwinds.
05/12/2026
Damian Payiatakis, London UK, Head of Sustainable & Impact Investing; Niall MacDowell, Head of Climate Technology for Barclays and Professor of Energy Systems, Imperial College London
05/12/2026
It is in this context that Lombard Odier is sponsoring Frank P Matthews at this year’s show, bringing together two legacies shaped over time.
05/12/2026
The Indian bank currently offers full-service retail, commercial and corporate banking services to clients in Canada.
05/12/2026
The report forecasts a rapid increase in the net worth of global UHNW individuals.