06/30/2025
The implementation of the agreement is expected to commence in early 2026 through a phased client migration.
06/30/2025
Higher returns and a low correlation to US equities make European stocks more attractive for a long-term strategic asset allocation, according to UBS AM.
06/30/2025
The multi-asset wealth navigator funds range offers three distinct risk profiles for Hong Kong investors.
06/30/2025
Wealth managers says that periods of crisis can be the best opportunity for fund houses to differentiate themselves.
06/30/2025
The UK economy contracted 0.3 per cent in April as Labour’s tax raids weighed on businesses.
06/30/2025
The SNB has evaluated the project and decided to extend it for another year and continue the pilot operation until at least mid-2027.
06/30/2025
In the future, Leonteq shareholders will be able to vote prospectively and separately on all compensation components.
06/27/2025
Crowe’s keynote will assess the impact of these themes on our investment and retirement outlook as well as outline how attendees can best consider the ecosystem they are a part of.
06/27/2025
He reported serving approximately $180 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Advisors.
06/27/2025
The Financial Conduct Authority introduced SDR a year ago following investor concerns over greenwashing, seeking to restore trust and improve transparency in the sustainable investment space.
06/27/2025
They also recognise the ever important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.
06/27/2025
Endowus study reveals gap between goals and actions, calling for stronger advisor alignment and greater fee transparency
06/27/2025
Brown Advisory is in advanced talks with Marylebone, in a move which will pave the way for it to offer endowment-style offering for non-US clients.
06/26/2025
The Citywealth Brand & Marketing Awards celebrate outstanding achievements in brand development, strategic marketing and digital innovation across the global wealth management, private client and financial services sectors.
06/26/2025
This milestone reinforces Global Wealth Office’s commitment to the Middle East as a global hub—accelerating UAE–U.S. capital flows, advancing strategic investments, and attracting high-value global investors through seamlessly integrated
06/26/2025
Oxfam’s new analysis examines the failures of a private investor-focused approach to funding development.
06/26/2025
Fabian Scheler, a portfolio manager at multi-family office Amadeus Capital in Geneva, explores the challenge of obtaining and integrating fund data.
06/26/2025
The statistics show that the overall tax gap is estimated at 5.3% of total theoretical tax liabilities, equating to £46.8 billion.
06/26/2025
The Bank now deploys an expanded range of products and services, encompassing the combined expertise of the asset management teams at Gonet and Dynagest, serving private and institutional clients.
06/26/2025
With the 20-year anniversary of the firm’s launch and ceding by two major families, fast approaching, he is starting to look back at the influences which have shaped his career and analyse today’s catalysts for change.