12/22/2025
Increasing client demand for personalized and sustainable financial solutions, coupled with innovations in automation and artificial intelligence, are set to shape this dynamic market.
12/22/2025
Bridgepoint Generations is the Bridgepoint Group’s cornerstone product for private wealth.
12/22/2025
Only 13 percent of German financial service providers consider innovation the most important IT driver – compared to 63 percent in France and 50 percent in the UK.
12/19/2025
Three modern assets strengthen the M&G European Property Fund’s logistics footprint and marks its 10th transaction in the Dutch market
12/19/2025
Technology is more essential than ever for wealth management as the sector is undergoing change due to demographic shifts, increased regulation and growing expectations regarding digital client experience and engagement.
12/19/2025
It was not that Boettcher had been pessimistic.
12/19/2025
It praises Switzerland's sound fiscal and monetary policy but criticizes banking regulation.
12/19/2025
The growth-focused investment house is the latest to join the evergreen fund market with vehicles in the US and Luxembourg.
12/19/2025
As the Great Wealth Transfer gathers pace over the next two decades, it seems the most valuable inheritance for many UHNW families might not be money at all
12/19/2025
This is not just about planting trees; it is about restoring nature across a range of habitats from woodlands to wildflower meadows and wetlands.
12/19/2025
Nikko Asset Management has launched a new leveraged buyout fund in Australia.
12/19/2025
This partnership will bring the firm’s total client assets to more than $132.2 billion.
12/19/2025
The company is also looking to hire a private banker in the UK to manage and support relationships with high-net-worth individuals worldwide.
12/18/2025
But there are a lot of variables that can impact growth, including how well firms can turn digital investments into real performance gains, according to the advisory and accounting firm.
12/18/2025
In its report 10 Wealth Management Trends 2026 found these HNW clients are those seeking the direct relationship and curated access with their adviser as well as the premium digital experience.
12/18/2025
Financial advisors are increasingly serving entire families, not just individual clients, as the Great Wealth Transfer accelerates.
12/18/2025
Represents the largest port transaction to date in South America, as the leading multi-terminal operator in Brazil including Tecon Santos, the largest container terminal in South America, plus a range of other bulk/liquid bulk terminals
12/18/2025
Each of these businesses shares our commitment to professional, client-focused advice and brings deep local expertise to the communities they serve.
12/18/2025
Prism Technologies has rolled out investment solutions to groups ranging from wealth managers to hedge funds and commodity traders.
12/18/2025
The report also revealed that investable wealth is projected to grow from $942bn in 2024 to $1.34tn by 2029, with a 7.2 per cent CAGR