07/30/2026
TIGER 21 Member portfolios see private equity widen lead over real estate to a record margin, while cash and equivalents fall to their lowest level recorded by the peer learning network
07/30/2026
Wealth management is becoming increasingly institutionalised. We examine the key trends driving this shift and what it means for firms and clients.
07/30/2026
Solely for the use of members of the media and should not be relied upon by personal investors, financial advisers or institutional investors.
07/30/2026
Berger’s management team and financial advisors will continue to be significant owners in the business alongside Investcorp.
07/30/2026
The deal reached a transaction size of EUR 405 million, bringing the total AuM managed through the platform to EUR 1.8 billion.
07/30/2026
This shift could benefit Switzerland’s healthcare and financial firms, two sectors that dominate its largest stock market index.
07/30/2026
Strong growth in adjusted operating profit, up 46% year on year to £459.8 million, reflecting improving operating leverage.
07/30/2026
Caters to the cross-border financial needs of globally mobile families
07/30/2026
In Q2 26, revenue growth of +4.5%, costs down -4.1%, C/I ratio at 58.6%, cost of risk at 27bps, record Group net income of EUR 1.8bn and ROTE of 12.2%
07/30/2026
In addition, the Group recorded an exceptional impact of CHF 11.5 million relating to the resolution of a long-standing matter.
07/30/2026
More wealthy investors are asking AI chatbots like Claude or ChatGPT for financial advice.
07/30/2026
Appointments have been made across a number of offices including London, Bath, Cambridge, Marlborough, Bristol and Edinburgh, with further appointments expected in the coming months.
07/30/2026
All major institutional plan types posted positive results during the quarter.
07/30/2026
Thorntons has been ranked among the top private wealth advisers in Scotland in the 2026 Chambers High Net Worth Guide.
07/30/2026
In the first half of 2026, consolidated net operating income reached CHF 43.8 million, an increase of 9.1% compared with the same period last year.
07/30/2026
Indosuez Wealth Management is strengthening its Asian franchise with a strategic relocation from Switzerland and a senior investment management hire in Singapore.
07/30/2026
Aspen platform has been powering Mercer Advisors’ client service for 24 months, anchoring its internal record-setting organic and inorganic growth
07/29/2026
Nominations close this Friday—don’t miss your chance to recognize a standout leader
07/29/2026
Unlocking Cross-Border Growth Through Intelligent Wealth Management
07/29/2026
All figures are presented on a reported basis and comparisons are made to 2025 on a constant currency basis, unless otherwise stated.