11/13/2025
At a recent Hubbis event in Hong Kong titled “The Future of Wealth Planning in Greater China,” a panel of senior industry participants examined the region’s rapidly transforming landscape.
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.