11/13/2025
Switzerland is grappling with a controversial inheritance tax initiative at the same time as its trust and wealth industries consolidate and international competition for mobile UHNW capital intensifies.
11/13/2025
Expanding ODDO BHF’s sector expertise in corporate finance in the areas of energy, infrastructure, and consumer
11/13/2025
This news follows the bank’s winding down of its Swiss private banking arm about a decade ago after it failed to find a buyer for the business.
11/13/2025
The delay interrupts the bank’s integration process and raises doubts about meeting its end‑March target for migration of all clients.
11/13/2025
WH Ireland said Team is considering an offer of 0.195 of a Team share for each WH Ireland share.
11/13/2025
Within just days of launching their campaign, the team has already raised over £4,000 in donations from clients, colleagues, and supporters.
11/13/2025
New generations and greater diversity are driving a more sustainable, transparent, and ethical approac
11/12/2025
Advisors are committed to expanding access to alternatives for clients who demand them, but the roadblocks are real.
11/12/2025
But longer term, AI may erode bank profitability as customers turn to AI agents.
11/12/2025
Gilfillan was at SJP for six years, most recently at Futura Financial Partners
11/12/2025
Nedbank Private Wealth is now addressing this issue with the launch of its NexLegacy initiative
11/12/2025
This year marks the 30th consecutive year of dividend increases, maintaining AIC dividend hero status and demonstrating a resilient investment approach.
11/12/2025
Focus will be placed on co-developing generative and predictive AI solutions for portfolio analytics, onboarding and advisory automation.
11/12/2025
The ongoing imbalance between high demand and declining construction activity is increasingly leading to a housing shortage in the Canton of Bern.
11/12/2025
They found that many only make plans when forced to, with 37% waiting for a health crisis and 43% acting only when business circumstances demand it.
11/12/2025
Many of them work in asset management, compliance, loan review and antifraud departments, where human expertise remains more critical than artificial intelligence technologies.
11/12/2025
Citi won the #1 ranking in J.D. Power’s 2025 U.S. Mortgage Origination Satisfaction StudySM
11/11/2025
The transaction involves Bixby acquiring equity from JH&P’s external shareholders and select founding-generation partners, alongside a direct capital injection into the business.
11/11/2025
These technologies promise to harness automation and data, allowing advisors to serve more clients in a highly individualized way without sacrificing the human touch that builds trust.
11/11/2025
The acquisition strengthens the scale of Howden’s corporate health and employee benefits offering in the United Kingdom and is an additional step forward in its strategy to invest in expertise for the benefit of clients.