04/15/2026
Built on a rapidly expanding global grid targeting 1,000+ data feeds. New capability interprets complex financial documents and makes them available to wealth managers automating the last mile from documents to portfolio data for AI-enabled workflows.
04/15/2026
Four investment management houses have adopted City Hive’s new framework to reflect their commitment to culture and governance
04/15/2026
Taiwan’s wealthy face growing urgency to manage their fortunes.
04/15/2026
Episodes include contributions from internal advisors as well as external experts based in regions with significant expatriate populations, including Spain, Malta, and Portugal.
04/15/2026
In particular, the Division aims to replicate across major European markets a model already successfully implemented by Fideuram in Luxembourg and Belgium, based on the integration of physical presence and digital offering.
04/15/2026
Total assets under management grew by 11 per cent in the year to reach £24.2bn, up from £21.8bn.
04/15/2026
SEI Access for CITs Modernizes Onboarding Experience Across Retirement Ecosystem
04/15/2026
All statements in this release relate to the period from 1 January 2026 to 31 March 2026 (“quarter” or “Q3”) unless otherwise stated.
04/15/2026
These awards are a further show of the bank’s commitment to fostering female talent, celebrating careers marked by innovation, leadership, and significant contributions to economic and social progress.
04/15/2026
The shareholders also elected the proposed independent proxy and KPMG as the new external auditor.
04/15/2026
At the same time, Bellevue Asset Management is consistently expanding its sales organization and plans to further strengthen the team in July 2026.
04/15/2026
First programme of its kind allows wealth advisors to hone their pitches through realistic AI role play, resulting in double the client appointments and a 50% growth in revenue in three months
04/15/2026
Citywire understands wealth manager has agreed an out of court deal with Exeter-based team who left for rival last year.
04/14/2026
UBS’s Courtney Liddy in San Diego also recognized on Forbes America’s Top 100 Women Wealth Advisors nationwide
04/14/2026
The Berne Financial Services Agreement breaks new ground in cross-border regulation
04/14/2026
It has four advisers, approximately £340 million in assets under management and has also developed an Adviser Academy focused on developing the next generation of financial advisers.
04/14/2026
Judges highlighted the bank’s commitment to clients, colleagues and community, as well as its focus on thoughtful leadership, people development and proposition enhancements.
04/14/2026
Winners were announced at an awards ceremony held at The Biltmore Mayfair Hotel in London.
04/14/2026
A Cayman reserved powers trust offers a calibrated, sophisticated alternative.
04/14/2026
These recognitions place Noah alongside leading international and domestic private banks, highlighting its deep onshore market expertise and expanding global capabilities.