09/26/2025
The Saltus Wealth Index Report - now in its eighth edition and produced in partnership with Dr Michael Peacey of the University of Bristol - is the benchmark measure of HNWI sentiment in the UK, taking the pulse of 2,000 people with investible assets of &
09/26/2025
Move comes after two decades in same location
09/26/2025
Divas Asset Management has been chosen as a sub-investment manager for a CHF 136m fund designed for an insurance group.
09/26/2025
The expansion is expected to enhance customer support in financial planning for retirement, education, and wealth management.
09/26/2025
Delegates at our annual event held at Pennyhill Park gathered to discuss all things from politics to investments.
09/26/2025
The Hoxton Wealth app now has more than 10,000 users worldwide.
09/26/2025
At this year’s Nordic Fintech Week, Johan Borg, Head of Digital Wealth, shared insights into how Nordea is transforming its digital wealth management offering to meet the evolving needs of Nordic investors.
09/26/2025
The latest deal analysis from OliverWyman and Morgan Stanley predicts 1,500 “significant” transactions in the next five years across wealth and asset management.
09/26/2025
The first reactions from the Swiss Bankers Association (SBA) and UBS followed swiftly.
09/26/2025
It simplifies regulatory checks while boosting efficiency and transparency for advisors managing and distributing investments internationally.
09/25/2025
Lombard Odier has expanded its operations in the oil-rich region through a team of executives who know the market and the client base.
09/25/2025
Focusing on a sample of mining and European power companies, Barclays sets out its step-by-step approach to assess and examine nature-related dependencies, impacts and risks from the level of individual operating sites.
09/25/2025
Discussions centered on the growing fragility of the global banking system, the erosion of the U.S. dollar, and the increasing politicization of money and payment infrastructures.
09/25/2025
The bank is bullish on equities and bonds, favouring Japan and emerging markets.
09/25/2025
Nomura Bank Switzerland has confirmed it will no longer represent foreign collective investment schemes.
09/25/2025
Given the ongoing integration work, FINMA, as in the previous year, is refraining from assessing the stabilization plan.
09/25/2025
This relocation aligns with Crédit Agricole Group’s long-term strategy for Asia-Pacific, driving operational efficiency, deepening synergies across business lines, and creating a future-ready environment for clients and employees.
09/25/2025
The bank has put J.P. Morgan Private Client bankers in 53 branches in affluent areas of New York, Connecticut, Florida and Texas.
09/25/2025
Algorithmic trading in the corporate bond market uses computer models to quickly and automatically price customer inquiries in a competitive bidding process.
09/25/2025
The fund will be used in RBC Wealth’s alternatives model portfolio for clients in the UK and Channel Islands.