05/21/2025
While intergenerational asset transfer is often perceived as a technical process involving tax planning and wealth distribution, it is, in reality, fraught with human challenges.
05/21/2025
Firmwide innovations and AI-driven tools redefine flexibility, growth and the future of advice
05/21/2025
In the first four months of 2025, against the backdrop of continued de-risking of the client book, the Group achieved strong high-quality net new money inflows of CHF 4.2 billion (2.5% annualised).
05/21/2025
New strategy will invest in a portfolio of 50 structurally resilient companies.
05/21/2025
Assets under management excluding custody accounts increased by 7.5 percent to CHF 6.94 billion.
05/21/2025
Revenue margin was 97 basis points in the first four months of 2025, compared to 96 basis points for the first four months of 2024 and for the full year 2024
05/21/2025
All statements in this release relate to the period from 1 February 2025 to 30 April 2025 (“the quarter”) unless otherwise stated.
05/21/2025
Gabriel Zucman is leading a movement for billionaires to pay at least 2 per cent of their net worth each year
05/21/2025
Compounded by 40% of people not having a will
05/21/2025
Only 20% said they know where to find a good financial adviser
05/20/2025
Since then, Kingswood has made 19 acquisitions, funded through HSQ’s equity and debt from a major asset manager.
05/20/2025
Innovation can’t wait and when it comes to AI, 8 out of 10 UK wealth management firms are planning to change theirs operating systems
05/20/2025
Volatility and technology are reshaping the wealth management industry, according to the survey’s findings.
05/20/2025
The purpose of the buyout is to further expand and strengthen the local business presence with Yong-Haron's dedicated team, enabling increased flexibility and responsiveness to clients’ evolving needs in the region.
05/20/2025
Drawing on interviews with Chief Executives and senior leaders from across the PBWM sector and data from PIMFA, UK Finance, and KPMG, the report reflects a broad industry consensus on the sector’s current growth opportunities and challenges.
05/20/2025
A new report from PIMFA, UK Finance and KPMG UK outlines four key priorities to unlock the full growth potential of the UK private banking and wealth management sector.
05/20/2025
There is, however, a ‘measured caution’ especially in terms of data privacy, accuracy and maintaining a human touch
05/20/2025
After less than a year as a listed entity, the Australian Wealth Advisors Group has completed two more investments into Australian wealth management firms.
05/20/2025
Some wealth firms showed good examples of efforts taken, such as in-house training to improve identification and disclosure, and improving communications through continuous learning.
05/20/2025
The new office, situated within NBK’s London building, offers enhanced client meeting spaces and upgraded technological infrastructure.