04/22/2026
This offering will further modernize and deliver industry-leading, personalized advice-driven solutions to our clients, while simplifying the investments experience for clients, bankers and advisors.
04/22/2026
It involves investors saving aggressively for retirement until their nest egg reaches a sufficient level, at which point they can stop contributing to their retirement accounts and focus solely on earning to cover living expenses.
04/22/2026
He has worked for many years at the heart of private banking, supporting clients in Switzerland and internationally – always striving to translate complexity into clear and actionable solutions.
04/22/2026
Q1-26 (growth rates are vs. Q1-25 proforma, excluding Multifonds)
04/22/2026
The rating signifies very high financial stability, security, and very low default risk.
04/22/2026
This inaugural regional win reflects Lombard Odier’s position in Asia as a leading investment house for DPM.
04/22/2026
Total lending grew by over 9% year-on-year to £640 million (2024: £586m), reflecting continued strong demand from clients.
04/22/2026
This represents an important step in Norion Bank’s ambition to serve as a leading complement to the traditional banks.
04/22/2026
The platform is being prepared for Citi Private Bank, Wealth at Work, Citigold and Citigold Private Client.
04/22/2026
In the last 12 months, the firm claims to have successfully introduced Lombard lending into the toolkit of IFAs, wealth management firms and investment platforms across the UK.
04/22/2026
Peter assists high-net-worth families and corporate clients with comprehensive financial planning, banking strategies, investment portfolio management, and insurance solutions.
04/22/2026
New tool embeds decades of referral coaching into automated workflows for RIAs.
04/22/2026
OSJ Innovative Financial Group supports transition as firm overseeing more than $500 million in assets adopts W-2 model
04/21/2026
Building on a year of collaboration, the partnership establishes a proactive, curated approach to private real estate access across Insigneo’s international network of investment professionals
04/21/2026
Families now often hold assets, businesses and residences across several jurisdictions, each with its own legal, tax and regulatory framework.
04/21/2026
Cheaper valuations, despite solid company earnings, suggest forward-looking equity markets have already accounted for conflict risks.
04/21/2026
This is partly due to the favorable market environment.
04/21/2026
The findings come as an estimated $84 trillion in assets is expected to pass between generations, raising the stakes for firms seeking to retain relationships with heirs.
04/21/2026
Specialist UHNW recruitment firm broadens its remit across private households and private office roles as demand for discreet, tailored hiring continues to grow
04/21/2026
Banque Bonhôte’s new strategy will form a core allocation for its discretionary portfolios