03/23/2026
Wealth managers are identified as highly vulnerable to business model disruption as AI-enabled model portfolios and direct indexing platforms offer low-cost alternatives to traditional advisory services.
03/23/2026
The Wealth Planning Team was recognised for its outstanding ability to manage complex, cross-border mandates for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
03/23/2026
On 23 March 2026, the portfolio managers of the GAM Global Opportunities Fund and the GAM Global Special Situations Fund published an open letter
03/20/2026
The launch comes amid continued expansion in Hong Kong’s private wealth sector.
03/20/2026
Measured by assets under management, the more than 1,300 independent asset managers (IAMs) in Switzerland operate in a league that is often underestimated even by seasoned observers of the financial center.
03/20/2026
The Citywealth Powerwomen Awards USA celebrate leadership, innovation and progress towards greater equality across the financial services industry.
03/20/2026
In 2025, its fee income rose 20% year-on-year and net flows increased 139%
03/20/2026
For investors with a high risk tolerance, borrowing can also boost returns if expected gains exceed costs.
03/20/2026
The instinct to act is not irrational, but it can be expensive, and this expense can go unnoticed.
03/20/2026
Seattle-based Threadline Wealth launches with backing from The Cynosure Group and a group of employee owners.
03/20/2026
The win reflects the company's strong growth momentum, innovative product suite, unmatched cross-border service capabilities, and deep relationships with its distribution partners.
03/20/2026
These awards celebrate the depth of expertise, technical strength, and consistently high-quality client service delivered by our Private Wealth specialists.
03/20/2026
Samuel Leach, head of investor relations at TAB, says the wealth channel will play a central role in the growth of private credit
03/20/2026
Geopolitical tensions, economic polarisation, protectionist policies, and climate change continue to challenge the global economy.
03/20/2026
This evolution ensures that legacy is defined by a shared sense of intent rather than just the transfer of capital.
03/20/2026
These strong results are supported by the continued strength of the Group’s financial structure.
03/20/2026
The publication of its 2025 annual report is scheduled for late April 2026.
03/19/2026
Collaboration empowers private credit managers to combine Apex Group’s servicing with BlackRock’s Aladdin technology for greater control and efficiency
03/19/2026
The advisors selected for the list represent the highest tier of professionals across the country—chosen through a rigorous review of thousands of submissions from top-performing women in wealth management.
03/19/2026
From this date, new mortgages may include an interest-only portion of up to a maximum of 30% of the property value.