03/26/2026
Amid these concerns, 88% of insurers expect the S&P 500 Index to climb higher in 2026, and 62% plan to increase their allocation to private assets this year, consistent with the last several years.
03/26/2026
Saying that this approach had followed previous “lengthy conversations” with Jersey’s regulator, Mr Bennett added that the company was keen to launch in the Island with its foreign-exchange business.
03/26/2026
Swiss asset manager's shares drop 16.76% YTD as sector-wide AI disruption fears overshadow strong 19% EBITDA growth and strategic wealth management expansion.
03/26/2026
The association brings together 42 of the country’s largest independent asset managers.
03/26/2026
Dubai and Singapore’s tax perks draw fund managers, pulling wealth and investment away from Hong Kong
03/26/2026
The use of renewable energy, the high-quality thermal envelope, and intelligent ventilation technologies enable the building to achieve performance levels unmatched in Switzerland.
03/26/2026
The annual WealthBriefing European Awards recognise the industry’s most innovative and outstanding firms, teams, and individuals.
03/26/2026
AI solution modernizes the full lifecycle of client engagement
03/26/2026
Recognised for independent wealth management excellence as the institution continues to scale its cross-border platform
03/26/2026
Nine Edge has since moved quickly to secure its first acquisition of Edinburgh-based RMS Financial Ltd, a firm founded in 2013 by financial advisor Richard Murray.
03/26/2026
The Zurich Cantonal Bank is reviewing the debt ratings of Raiffeisen Switzerland and UBS Group with a view to upgrading them. It has also modified its rating model for Swiss banks and is now publishing standalone ratings as well.
03/25/2026
Team joins national firm for greater growth opportunities, expanded investment capabilities and client resources
03/25/2026
This partnership underscores the joint commitment to delivering diverse investment solutions and expanding access to differentiated strategies for institutional, retirement, and retail clients globally.
03/25/2026
Santander Private Banking has been awarded 15 prizes by Euromoney magazine.
03/25/2026
Addepar will provide LGT Wealth Management UK with a flexible, integrated data foundation that supports clear, tailored client reporting and a consistently high standard of personalised service.
03/25/2026
In 2024, Standard Chartered’s Wealth and Retail Banking division took a step in digital transformation with a series of enhancements across its mobile and advisory platforms.
03/25/2026
Spring Investments' fund has busted through the Finma threshold, prompting the firm to get a new licence.
03/25/2026
The fund will implement a diversified investment strategy combining traditional asset classes — equities and bonds — with real estate and alternative investments.
03/25/2026
The Fund has a thematic focus on sub-sectors in B2B Services and Education that benefit from long-term growth tailwinds.
03/25/2026
In Latin America, the markets where they see the greatest room for growth are Mexico and Brazil, where they still see relatively low penetration despite their size