09/17/2025
What adds to the situation is that females are almost twice as likely as men (27% vs 15%) to seek investment guidance from social media and ‘finfluencers’ rather than financial advisers.
09/17/2025
The banks are managing more assets, employing more people, and have demonstrated their resilience.
09/17/2025
The division is led by Jorge Schnura, co-founder and chief executive of Turing Capital, who has been appointed president of Keyrock Asset and Wealth Management
09/17/2025
The programme, which has been launched in partnership with Lyra, the largest employee wellbeing provider in the world
09/17/2025
The move marks the next step in LGT’s successful expansion in Germany since entering the market in 2022 and sees it further grow its position in the German market.
09/16/2025
Affordability will be based either on verified net assets or a mix of income and assets.
09/16/2025
Financial risks from geopolitical turmoil, private markets, also top of mind
09/16/2025
JBWere NZ CEO Craig Patrick says the decision marks a significant step in the long-term strategy to continue delivering client-centric solutions.
09/16/2025
Leaders recognition highlights Broadridge’s successful accelerated strategy to invest in technology and innovation to drive business value for its BPO clients across capital markets, wealth and asset management
09/16/2025
New state-of-the-art wealth centre to support UAE’s growing affluent sector
09/16/2025
Recent strong performance has continued with net organic growth of 14.5% (H1 2024: 13.9%) and new business wins totalling £8.4m.
09/16/2025
While Fagerhult is on the cusp of a potential earnings upswing, its shares are currently trading at attractive levels.
09/16/2025
Waverly continues to grow in Ohio
09/16/2025
Wealth Intelligence offers fast and simple access to the comprehensive range of reports published by the bank’s award-winning Chief Investment Office.
09/15/2025
The new group will be led by Kurt Niemeyer
09/15/2025
This milestone follows UBS’s 2024 acquisition of Credit Suisse, with Asia-Pacific becoming the first region to complete full client integration across wealth management, investment banking, and asset management divisions.
09/15/2025
The project showcases Swiss excellence in architecture and engineering, reinforcing Geneva’s global financial standing
09/15/2025
This expansion follows the June launch of a US dollar-based private credit fund of funds, which raised around USD100 million in its first month, driven by strong interest from Asian clients.
09/15/2025
Daniel Muller set up Hawker Wealth Management in June after leaving Cazenove after it acquired his former employer Whitley AM last October.
09/15/2025
Garrett started Coastline Wealth Management in 2012.