05/22/2026
Vaiie has worked closely with Fairway to implement its purpose-built SaaS onboarding platform across the Group’s Jersey office, with a roadmap for future international rollout.
05/22/2026
The firm’s advised net-to-gross sales ratio also doubled to 49.6%, reflecting stronger asset retention and growth across both organic and acquisition-driven channels.
05/22/2026
This overall strong performance was driven by record-high assets under management, exceptionally strong client activity, and sustained cost discipline.
05/22/2026
The group revealed in March it was cutting around 600 jobs – nearly a quarter of its 2,600-strong workforce – over the next 18 months across its teams in the UK and Ireland under the cost saving overhaul.
05/22/2026
It is a pleasure to support the generosity of Master Charitable Trust donors, and a privilege to uphold the bank’s longstanding tradition of pioneering philanthropy.
05/22/2026
In addition, the bank is making changes to the regional structure within the division.
05/22/2026
The Trust aims to tap into the Asian income story by focusing on quality companies with attractive dividend growth prospects.
05/22/2026
The move involves the transfer of part of the mutual fund business run by Schroders' wholly owned China unit to Neuberger Berman.
05/22/2026
The agreement between CaixaBank and Funcas, which is being renewed for the eighth year in 2026, reflects the commitment of both institutions to providing financial education for the public.
05/22/2026
This is partly as many are failing to understand some of the gender differences between male and female investors.
05/22/2026
The Fund – managed by the King Baudouin Foundation – supports projects for young people facing social, mental, or education-related vulnerabilities.
05/21/2026
The firm works primarily with retirees, pre-retirees and multigenerational families seeking guidance on managing, preserving and transferring wealth through retirement.
05/21/2026
With more than 35 years of experience, he focuses on helping clients simplify their financial lives through disciplined, personalized advice.
05/21/2026
Intesa Sanpaolo Joins Bidders for Singular Bank as Warburg Pincus Plans Sale
05/21/2026
The established presence of the Intesa Sanpaolo Group in the region through Intesa Sanpaolo Wealth Management further strengthens this positioning.
05/21/2026
Swiss asset manager builds stakes in Brookfield, Blackstone, Ares while trimming KKR/TPG; targets $450B AUM by 2033 via new retail-focused fund structures.
05/21/2026
The highly anticipated 2026 Australian Wealth Management Summit will return on 13 August at the Shangri-La Sydney.
05/21/2026
The Swiss wealth management market remains one of the most demanding, yet also one of the most attractive, markets in Europe for international technology providers.
05/21/2026
Through its Summit, Forum and year‑round platform, it aims to connect capital with solutions that address some of the world’s most pressing social and environmental challenges.
05/21/2026
The expansion will boost its banking presence in London, as it seeks out wealthy clients for what will become a ‘full service primary bank”.