10/17/2025
The study draws insights from over 270 industry leaders worldwide on the innovation, priorities and challenges that are shaping the future of asset servicing.
10/17/2025
Wealth firms do not expect a significant change in client portfolio allocations to private markets, according to a study by the Thinking Ahead Institute.
10/17/2025
Partnerships between fintech companies and traditional financial institutions are less prevalent here than in other advanced markets.
10/17/2025
The CEO of the unit, known as Canaccord Wealth, has held meetings with private equity firms recently about a potential sale, said the people, who declined to be named as the information is not public.
10/17/2025
Expectations of further rate cuts later this year are also fueling optimism for improved margins and stronger credit growth.
10/17/2025
The new term, CaixaBank Wealth Management, reflects the bank’s strategic vision of offering a broader service than traditional private banking.
10/16/2025
This is understandable, since money is often a key source of diverging views.
10/16/2025
UBS appoints Daniele Magazzeni as Chief Artificial Intelligence Officer to further advance the firm’s AI strategy.
10/16/2025
The landmark deal will run for an initial term of five years and is the largest ever signed by Nucleus and one of the biggest deals of its kind in the industry.
10/16/2025
Together with financial investments, these factors form the top three sources of wealth globally.
10/16/2025
As part of Private Banker International’s Global Wealth Awards ceremony in Singapore
10/16/2025
The Spotlight examines how insurance-based wealth solutions offer a powerful and flexible way to achieve this and explores how these products are being used to structure wealth transfer in Spain, Belgium and Luxembourg.
10/16/2025
Haute Capital Partners has signed a deal to buy a minority stake in an undisclosed Swiss wealth management firm.
10/16/2025
Emerging sectors such as technology, sport, social media and entertainment are driving demand for more tailored and innovative solutions.
10/16/2025
Industry-leading platform integration to deliver seamless wealth management solutions for retirement savers
10/16/2025
Third-parties are assisting with vetting of clients to spot illicit activity.
10/15/2025
The bank recognises that entrepreneurial wealth management extends beyond a business exit, supporting clients at every milestone of their professional and personal journeys.
10/15/2025
The new offering combines asset management, wealth engineering, private equity, real estate, and discretionary management
10/15/2025
Global growth, falling interest rates, and lower commodity costs have all contributed to a more optimistic outlook.
10/15/2025
The white paper features the results of an independent survey, conducted by Goodman Lantern, which sought the views of IFA owners, management teams and senior advisers across the UK.