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.
03/18/2026
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.
03/17/2026
During his career he has also held senior management roles, including Branch Manager at Towry Law in Birmingham, advising clients on lifetime financial planning, investments, taxation and trusts, retirement planning and the needs of company directors.