07/01/2025
Celent’s Model Wealth Manager awards recognize best practices of technology usage in different areas critical to success in wealth management and is the premier award that a financial firm in the industry can receive from Celent.
07/01/2025
The Oklahoma City RIA has retained Advisor Growth Strategies to serve as its financial advisor.
07/01/2025
The acquisition expands Rothschild & Co's portfolio of services for Swiss Wealth Management clients across succession planning, taxation services and real estate consulting.
07/01/2025
The team believes that despite the rally, risks to growth and inflation remain elevated particularly in light of uncertainty around tariffs.
07/01/2025
It’s not the first time that IQ-EQ has received recognition in this field.
07/01/2025
O’Brien Wealth Partners, a next-gen team primarily owned and led by women, gains access to Mercer’s suite of integrated family office services.
07/01/2025
The acquisition brings with it around 300 skilled professionals from offices worldwide, including an experienced senior management team.
07/01/2025
The deal is the latest step in Edward Jones’ push to bolster its advisory account services and target wealthier investors.
07/01/2025
The transaction sees 75 staff who support the EPFL business, predominantly based in Glasgow, transfer across to Thesis.
07/01/2025
Raymond James says it will make "a significant investment" into its wealth management infrastructure through the new partnership.
06/30/2025
Among them is a well-known luxury real estate developer from Dubai.
06/30/2025
Speaking alongside other industry experts, Woo addressed delays in compliance processes, the complexities of adopting artificial intelligence (AI),
06/30/2025
Sebastien Herren exits Grosvenor to join Goldman Sachs in Geneva, in a return to the banking space.
06/30/2025
The implementation of the agreement is expected to commence in early 2026 through a phased client migration.
06/30/2025
Higher returns and a low correlation to US equities make European stocks more attractive for a long-term strategic asset allocation, according to UBS AM.
06/30/2025
The multi-asset wealth navigator funds range offers three distinct risk profiles for Hong Kong investors.
06/30/2025
Wealth managers says that periods of crisis can be the best opportunity for fund houses to differentiate themselves.
06/30/2025
The UK economy contracted 0.3 per cent in April as Labour’s tax raids weighed on businesses.
06/30/2025
The SNB has evaluated the project and decided to extend it for another year and continue the pilot operation until at least mid-2027.
06/30/2025
In the future, Leonteq shareholders will be able to vote prospectively and separately on all compensation components.