02/03/2026
Johnston Carmichael Wealth (JCW) has formally joined with and rebranded to Partners Wealth Management following its acquisition last March.
02/03/2026
Amundi Technology recorded another strong growth in its revenues
02/03/2026
Pacem Advisory now has £212m in assets under its management
02/03/2026
Most wealth managers have built their businesses on the preferences, goals and communication styles of baby boomer clients.
02/02/2026
Jumbo policies, multi-generational planning, and cross-border flows are fueling a surge in insurance among Asia’s wealthy, and private banks have become major beneficiaries of the trend.
02/02/2026
This launch follows similar centres established in Beijing, Shanghai, and Hangzhou, designed to offer bespoke wealth management solutions for high-net-worth clients.
02/02/2026
Industry and media titan Barry Ritholtz expands equity ownership to more firm employees
02/02/2026
The new Business Plan marks the natural transition at the end of the Group’s 2022–2025 plan.
02/02/2026
Investors can trade both whole and fractional shares within a Robinhood stocks & shares ISA, giving them greater flexibility in how and where they invest.
02/02/2026
The Board of Directors will propose an unchanged ordinary dividend of CHF 2.60 per share for the financial year 2025.
02/02/2026
During the reporting year, geopolitical tensions and US tariff policy led to volatile financial markets.
02/02/2026
Group joins the firm’s employee channel, citing culture, leadership access and long-term fit.
02/02/2026
Strategic insight, experience, and emotional intelligence are qualities machines cannot imitate.
01/30/2026
Citigold Private Clients will gain access to alternative asset classes including private equity and private infrastructure
01/30/2026
Investors press pause on portfolio moves
01/30/2026
The Australian Wealth Advisors Group has made a strategic investment into a chartered accountant practice, entering into a joint venture to develop wealth management services.
01/30/2026
Clients of Artorius will be able to borrow against the value of their investment portfolios without selling assets – known as Lombard lending.
01/30/2026
Expanded categories spotlight innovation across partnerships, advisor intelligence, RIA leadership, recruiting, and modern storytelling
01/30/2026
Santander Locals provide face-to-face support for customers in areas where a branch has been closed, and a Banking Hub is not required.
01/30/2026
Through this strategic relationship, Jupiter has consolidated back-office services for its offshore jurisdictions with BNY as well as outsourcing its middle office operations.