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
04/14/2026
The Berne Financial Services Agreement breaks new ground in cross-border regulation
04/14/2026
It has four advisers, approximately £340 million in assets under management and has also developed an Adviser Academy focused on developing the next generation of financial advisers.
04/14/2026
Judges highlighted the bank’s commitment to clients, colleagues and community, as well as its focus on thoughtful leadership, people development and proposition enhancements.
04/14/2026
Winners were announced at an awards ceremony held at The Biltmore Mayfair Hotel in London.
04/14/2026
A Cayman reserved powers trust offers a calibrated, sophisticated alternative.
04/14/2026
These recognitions place Noah alongside leading international and domestic private banks, highlighting its deep onshore market expertise and expanding global capabilities.
04/14/2026
By designing agentic AI to operate within defined limits as part of Composer, GBST’s clients can automate complex, high-volume wealth administration processes that currently require significant manual intervention.
04/14/2026
These recognitions further reflect SAB’s continued focus on innovation and excellence as the bank evolves its capabilities to meet clients' changing needs.
04/14/2026
With this move, the Zurich-based asset manager aims to advance succession and continuity planning; finews reported on this.
04/14/2026
The private banking group is looking for an expert to build and lead an artificial intelligence team.
04/14/2026
Alpha FMC Research Shows Shift in Focus from Innovation to Execution
04/14/2026
CIP helps build utility scale batteries and wind farms across the APAC region.
04/14/2026
And it is that eye on tomorrow’s success that is driving Carroll, who joined Rathbones in March 2022 as chief investment officer before being promoted to chief executive of Rathbones Asset Management.
04/14/2026
In 2025, the J. Safra Sarasin Group signed a deal with the previous shareholders to acquire a majority stake in Saxo Bank.
04/14/2026
Advisers who recognise this early will be better placed to support clients through change, rather than reacting to it later.
04/13/2026
Stephen Jackson, Head of Coutts Family Office Wealth Planning, writes on the importance of nurturing responsibility and the purpose shared by generations as they pass on family wealth.
04/13/2026
With assets growing, the elite are no longer seeking short-term investment opportunities but are shifting their focus towards a comprehensive management model.