04/16/2026
The transaction is expected to be completed in the second quarter of 2026, subject to regulatory approvals.
04/16/2026
As the largest producer of social housing in the EU1, France relies on key operators such as Vilogia to expand access to affordable housing and help build more inclusive communities.
04/16/2026
This partnership brings Wealth Enhancement’s total client assets to more than $141.9 billion.
04/16/2026
Shareholders approved all proposals at the Annual General Meeting of UBS Group AG
04/15/2026
Women continue to face a number of structural and demographic challenges when it comes to long-term financial planning.
04/15/2026
The regulator is reviewing the wealth business' existing systems and controls following a period of growth.
04/15/2026
Built on a rapidly expanding global grid targeting 1,000+ data feeds. New capability interprets complex financial documents and makes them available to wealth managers automating the last mile from documents to portfolio data for AI-enabled workflows.
04/15/2026
Four investment management houses have adopted City Hive’s new framework to reflect their commitment to culture and governance
04/15/2026
Taiwan’s wealthy face growing urgency to manage their fortunes.
04/15/2026
Episodes include contributions from internal advisors as well as external experts based in regions with significant expatriate populations, including Spain, Malta, and Portugal.
04/15/2026
In particular, the Division aims to replicate across major European markets a model already successfully implemented by Fideuram in Luxembourg and Belgium, based on the integration of physical presence and digital offering.
04/15/2026
Total assets under management grew by 11 per cent in the year to reach £24.2bn, up from £21.8bn.
04/15/2026
SEI Access for CITs Modernizes Onboarding Experience Across Retirement Ecosystem
04/15/2026
All statements in this release relate to the period from 1 January 2026 to 31 March 2026 (“quarter” or “Q3”) unless otherwise stated.
04/15/2026
These awards are a further show of the bank’s commitment to fostering female talent, celebrating careers marked by innovation, leadership, and significant contributions to economic and social progress.
04/15/2026
The shareholders also elected the proposed independent proxy and KPMG as the new external auditor.
04/15/2026
At the same time, Bellevue Asset Management is consistently expanding its sales organization and plans to further strengthen the team in July 2026.
04/15/2026
First programme of its kind allows wealth advisors to hone their pitches through realistic AI role play, resulting in double the client appointments and a 50% growth in revenue in three months
04/15/2026
Citywire understands wealth manager has agreed an out of court deal with Exeter-based team who left for rival last year.
04/14/2026
UBS’s Courtney Liddy in San Diego also recognized on Forbes America’s Top 100 Women Wealth Advisors nationwide