03/27/2026
The borrower, an Executive of a UK company, held a substantial investment portfolio but sought access to liquidity without selling assets, triggering CGT, or transferring custody.
03/27/2026
This includes roughly $54 trillion expected to initially move through inter-spousal transfers, with 95% of surviving spouses projected to be women.
03/27/2026
This partnership reflects our commitment to delivering innovative and performance-driven investment solutions to a broader audience.
03/27/2026
VP Bank was founded by intermediaries for intermediaries – and this very business remains a core focus to this day, rather than merely a secondary segment.
03/27/2026
The secret to sustaining generational wealth isn’t financial wizardry but long-term character
03/27/2026
How digital, social, and economic trends will transform the investment industry
03/27/2026
The group had previously ceased asset management operations in 2019 to focus on its B2B platform.
03/27/2026
As for inflation, he pointed out it had been on a gradual uptrend supported by domestic demand.
03/27/2026
It provides an independent assessment of suppliers, giving financial institutions confidence in how third-party risk is managed.
03/27/2026
Nearly six out of 10 high net worth individuals (HNWI) in Asia have no legacy plan in place
03/27/2026
This move gives financial advisors the ability to conduct alternative investment activities within a single integrated system.
03/27/2026
The IEX Gouden Stier Awards are organised annually by the well-known investment platform IEX Media and are regarded as the leading independent investment awards in the Netherlands.
03/27/2026
Against the backdrop of geopolitical and economic uncertainty and ongoing industry consolidation, stability and long-term thinking are more important than ever.
03/27/2026
The results suggest that, if similar behavioural approaches were adopted more widely, this could increase intentions to invest significantly.
03/26/2026
Van Lanschot Kempen recognised with two Euromoney Private Banking Awards 2026
These awards highlight Van Lanschot Kempen’s focus on distinctive wealth management services, with personal attention for clients strengthened by digital innovation.
03/26/2026
Accelerated Wealth Partners will make a strategic investment in RIA Advisors to allow the firm to scale rapidly while strictly preserving its unique culture and high-touch service model.
03/26/2026
These now amount to CHF 5.8 billion, representing a 19% increase compared to 2024.
03/26/2026
Vaudoise Allgemeine will pass on CHF 40 million to its insured members in the period 2026–2027.
03/26/2026
Exceptional private banking starts with getting the everyday details right.
03/26/2026
Amid these concerns, 88% of insurers expect the S&P 500 Index to climb higher in 2026, and 62% plan to increase their allocation to private assets this year, consistent with the last several years.