08/07/2026
Astraeus Launches AI-Native Infrastructure for Wealth Management Firms
New platform to help advisory firms move beyond fragmented technology stacks and build intelligent, auditable, and scalable enterprises.
08/07/2026
New platform to help advisory firms move beyond fragmented technology stacks and build intelligent, auditable, and scalable enterprises.
08/07/2026
Revenues: €493m (up 13% YoY): 2Q outstanding, with revenues of €271m (up 29% YoY, up 22% QoQ), on record performances in Advisory and Markets
08/07/2026
IFSCA approval paves the way for the Bank to expand its wealth offering from India’s international financial services hub
08/07/2026
Wealth inequality may very well be a problem worth addressing, but wealth taxes are not the solution.
08/07/2026
The completion of the transaction and the merger of Nordlux and GSLP are subject to the necessary regulatory approvals.
08/07/2026
The new Allianz Smart Active ETF range provides access to three actively managed equity strategies covering global, European and US markets.
08/07/2026
At the same time, the number of customers has also increased significantly: Over 75,000 people now use the pension and investment solutions of the Lucerne-based company.
08/07/2026
Designed to Deliver Broad U.S. Equity Exposure Through Transparent, Cost-Efficient, Research-Enhanced Approach
08/07/2026
“The transfer originated from a person totally unknown to His Excellency with the narration ‘Contribution Electioneering Campaign.’
08/06/2026
The true source of wealth is not the currency we possess but the productive capacity that created it.
08/06/2026
He also emphasises the diversification benefits that private equity can offer investors.
08/06/2026
The inaugural Avaloq Wealth Management Index scores each market across more than 60 indicators grouped into five pillars: macroeconomic conditions, financial market maturity, demographics, regulatory environment, and technology and digital adoption.
08/06/2026
First-half total income and net profit reach new highs; ROE at 17.5%
08/06/2026
Group adjusted diluted earnings per share was 6.1 pence, an increase of 13% (H1 2025: 5.4 pence).
08/06/2026
The wealth manager plans to bolster its local unit by hiring more bankers as needed and training junior staff to meet the demands of the newly wealthy
08/06/2026
Strategic evolution deepens client relationships, broadens product capabilities, and positions Flagstar Private Bank for long-term growth
08/06/2026
As multigenerational wealth becomes more complex, the leading families are seeking integrated advisory models that combine investment management, succession planning, governance, and legacy strategy under one roof.
08/06/2026
The energy and financials sectors and non-AI companies have outperformed as market returns broaden beyond the technology sector.
08/06/2026
Denver PWM services include investment management, retirement planning, tax-efficient planning, and legacy planning.
08/06/2026
Acquisition helps ODDO BHF to further build leading European institutional asset