05/11/2026
Powered by the Industry’s First Completed Financial Services Data Ontology, Broadridge’s AI Partnership Model Delivers Up to 30% Operational Cost Reduction Today with Additional Savings over Time — Available as Full Managed Services or S
05/08/2026
This strategic move aims to bring the company closer to its local clients and support its growth in the Swiss market.
05/08/2026
The PwC Global Reframing Tax Survey 2025 findings show that 95% of financial services organisations expect Pillar Two to have a noticeable impact, with 55% anticipating a major shift.
05/08/2026
"I'm focused on one option, making UBS strong out of Switzerland," Ermotti said, adding that the bank has a fiduciary duty to be ready for any scenario.
05/08/2026
Neue Bank and ESG-AM have announced their strategic partnership.
05/08/2026
The programme is aimed at simplifying Iress’s technology architecture, improving software delivery and embedding AI-driven capabilities into its products and data infrastructure.
05/08/2026
OLZ, which specializes in investing using quantitative methods, employs 25 people and also has a location in Zurich.
05/07/2026
Key Private Bank’s repeated recognition underscores its long‑standing commitment to helping clients navigate complex financial needs across generations.
05/07/2026
New composable solutions allow banks to modernize deposits and lending independently, reducing risk while accelerating change
05/07/2026
Technology is shaping competition in wealth management
05/07/2026
FNZ and FirstCape deepen strategic partnership as FirstCape becomes an FNZ Select partner
The partnership creates a long-term foundation to support integration, operational efficiency and improved client outcomes across the group.
05/07/2026
Continued focus on disciplined execution of our strategy
05/07/2026
Private credit is facing its sternest test to date as redemptions start to rise, though demand from the wealth space is predicted to hold steady
05/07/2026
Continued business momentum despite volatile geopolitical environment
05/06/2026
This Swiss bank’s striking new digs prove that, at its best, corporate architecture can reflect the values of a brand, while enhancing the quality of life of its employees and clients.
05/06/2026
The annual ranking recognizes top registered investment advisory (RIA) firms in the United States based on an independent third‑party evaluation.
05/06/2026
New Head of Family Office Solutions and Head of Platform Transformation Will Help Further Advance Capabilities and Scale
05/06/2026
Forbes Names 59 Merrill Advisors to America's Top Wealth Advisors, Including the #1 Advisor
05/06/2026
This included thematic engagements on issues such as the emissions profile of artificial intelligence and water scarcity, with a particular focus on companies offering innovative solutions.
05/05/2026
The King’s bank will soon be joined by Evelyn Partners. Will that hold it back, or be the shot in the arm it needs?