01/28/2026
The appointment represents a further evolution of True Potential Investment’s proposition, with Amundi partnering on an exclusive basis to co-design a unique strategic asset allocation framework.
01/28/2026
“With corporate relationships spanning our Workplace channel to our Investment Bank, we’re in a unique position to connect clients seeking liquidity with investors seeking private markets exposure—both increasingly in demand as companies
01/28/2026
The lender plans to increase staff numbers “significantly” after boosting them by about 10% last year, she said.
01/28/2026
Wealth manager seeking to adapt to a ‘late-cycle market environment’
01/28/2026
TPO has sold a minority stake to Goldman Sachs Alternatives following a strategic review.
01/28/2026
Morgan Stanley advised on transactions with a combined value of $109.5bn during the year, topping the value chart.
01/27/2026
Bosses at the Sunderland-headquartered company say the forecast increase leaves the business ready to “help thousands more clients achieve financial goals”.
01/27/2026
In addition, Sage Capital Management has introduced a proprietary unified trading platform for liquidity, execution, risk management, and Transaction Cost Analysis (TCA).
01/27/2026
The centre provides personalised wealth solutions focused on accumulation, protection, and legacy planning, with private consultation and family rooms for client privacy.
01/27/2026
Through their two local joint brokerage ventures, the banking giants are looking to strengthen collaboration in wealth management, securities trading and investment banking, he said.
01/27/2026
Second Private Client Office Opens, Showcasing a Reimagined Private Bank Experience and Flagstar's Commitment to Relationship-Driven Banking Across Key U.S. Wealth Hubs
01/27/2026
Nordic wealth manager Formue is looking to scale its hybrid advisory model across Europe, without compromising its focus on clients, encompassing their purpose, family and legacy
01/27/2026
This iconic partnership unites two organisations defined by the relentless pursuit of performance and distinctive global connectivity.
01/27/2026
Event announcement as defined in Article 53 of the Commercial Code
01/27/2026
Central banks continued increasing their gold holdings in 2025, with most estimates showing a rise of around 850 tonnes over the year.
01/27/2026
Alfa Limited’s CEO, Michael Alfano brings over 14 years of experience to the business, primarily within the Jersey Regulatory framework, as well as from working in the global private wealth sector.
01/27/2026
Federation invested in Sendle in late 2018 and was a driving force behind its merger in 2025 with US companies ACI Logistix and First Mile, to form a new private equity-backed roll-up called Fast Group.
01/27/2026
With 80% of advisors prioritizing technology, firms are adopting new tools to remain competitive
01/27/2026
The auditor has announced that she will resign her seat on the board of directors of PostFinance.
01/26/2026
That larger picture includes financial planning, retirement planning, estate planning and elements of tax and insurance planning.