09/04/2025
The State Street/Apex partnership will deliver a differentiated, fully digital, globally scalable, custody and clearing solution and experience for wealth advisors and self-directed wealth platforms as well as their clients around the world.
09/04/2025
Michele De Michelis: experience, method, and passion in scouting the best European managers.
09/04/2025
The global bank with deep roots in Asia is sharpening its focus on the wealth business, but success may hinge on closing the gap between ambition and delivery
09/03/2025
More than 15% of Brown Shipley staff left in 2024 as the private bank looks to manage expenses.
09/03/2025
For some, this will mean the use of a professional trustee service to lessen the burden on family and friends and guarantee the trust is set up and run smoothly and efficiently.
09/03/2025
Functionality allows clients to visualise their financial future through an interactive roadmap.
09/03/2025
Management fees amounted to CHF 854 million, up 5% year-on-year
09/03/2025
New speculation around the Autumn Budget has set in train a fresh wave of questions from those tackling estate planning.
09/03/2025
Here you will find all relevant information about the half-year financial statements.
09/03/2025
The team will focus on providing tailored investment solutions to high-net-worth individuals, families, and institutional investors, drawing on the firm’s established expertise in Swiss-style wealth management.
09/03/2025
The collaboration will help Wedbush fuel digital innovation and business expansion, attract top talent, and deepen client engagement.
09/03/2025
Strong net flows from open business of £2.1 billion
09/03/2025
It is projected that the spring event, on Sydney Harbour, will become a key warm-up event for the Australian fleets, with the main summer season ahead.
09/03/2025
This mandate win contributes £250 million to Van Lanschot Kempen’s total client assets under management.
09/02/2025
This development allows BCP to offer an expanded range of advisory services in the region.
09/02/2025
Putting cash to work will be many investors’ first post-summer priority to preserve and grow wealth.
09/02/2025
The agreement with LLB will bring around 20 employees to Rothschild & Co’s Wealth Management business, with a potential of around CHF 1 billion in assets.
09/02/2025
Looking further ahead, 7IM plans to replace its client portal and 7IMagine app with the same experience – eliminating multiple logins and delivering a single, unified view for advisers and clients.
09/02/2025
Corient to become the world’s largest non-bank wealth manager and world’s largest multi-family office focused on ultra-high and high-net-worth clients
09/02/2025
Denat will help BIL Suisse implement its strategy of strengthening its presence among Swiss family businesses and entrepreneurs.