03/20/2026
These awards celebrate the depth of expertise, technical strength, and consistently high-quality client service delivered by our Private Wealth specialists.
03/20/2026
Samuel Leach, head of investor relations at TAB, says the wealth channel will play a central role in the growth of private credit
03/20/2026
Geopolitical tensions, economic polarisation, protectionist policies, and climate change continue to challenge the global economy.
03/20/2026
This evolution ensures that legacy is defined by a shared sense of intent rather than just the transfer of capital.
03/20/2026
These strong results are supported by the continued strength of the Group’s financial structure.
03/20/2026
The publication of its 2025 annual report is scheduled for late April 2026.
03/19/2026
Collaboration empowers private credit managers to combine Apex Group’s servicing with BlackRock’s Aladdin technology for greater control and efficiency
03/19/2026
The advisors selected for the list represent the highest tier of professionals across the country—chosen through a rigorous review of thousands of submissions from top-performing women in wealth management.
03/19/2026
From this date, new mortgages may include an interest-only portion of up to a maximum of 30% of the property value.
03/19/2026
In an environment of low interest rates and a normalised Swiss monetary policy, that strength requires bold, diversified asset management in order to enhance returns.
03/19/2026
It even surpasses the globally managed assets of Pictet, Switzerland’s second-largest private bank after UBS.
03/19/2026
The Group is expected to deliver a resilient performance, reflecting the strength of our client franchises and diversified revenue streams.
03/19/2026
Asian families are starting to value independent boutiques ahead of the region’s banks, says Elizabeth Hart of Legacy Wealth Advisors, but many are still tempted by quick returns rather than longer-range holistic wealth strategies
03/19/2026
The turnkey asset management platform will use most of the capital for shareholder liquidity, with the remainder funding UMA technology development, tax and AI planning.
03/19/2026
This will counteract a rapid and excessive appreciation of the Swiss franc, which would jeopardize price stability in Switzerland.
03/18/2026
Rising client sophistication is redefining private banking, demanding institutional investment discipline, broader access and integrated advisory capabilities
03/18/2026
The acquisition empowers financial advisors, distributors, and insurance carriers with a single integrated platform.
03/18/2026
Building on the successful acquisition of AXA IM, BNP Paribas Asset Management now operates at scale across Europe, marking a transformational step in its growth.
03/18/2026
In the first half of the 2026 financial year, the group delivered a resilient trading performance reflecting cost discipline, solid credit performance and a robust net interest margin.
03/18/2026
Quaero Capital has announced the closing of its single-asset continuation vehicle for assets focused on the water industry.