05/27/2026
TIFIN Australia will focus on delivering AI-native solutions for financial advisors, wealth managers, and enterprises across the Australian market, enabling personalized, scalable, and effective financial advice.
05/27/2026
The Transaction will be implemented pursuant to a court-approved plan of arrangement and related steps requiring approval of shareholders of each of BN and BWS and is expected to be completed on a tax deferred basis for U.S. and Canadian shareholders.
05/27/2026
This is the second chapter of a four-part annual report on the global wealth industry and the trends shaping its future.
05/27/2026
This award demonstrates Shane’s passion for the industry and the innovative strategies he has employed to drive success for his clients.
05/27/2026
Feeding AI internal data can better personalise advice to clients, David Durlacher tells FN
05/27/2026
The collaboration now extends beyond access to large language models, covering software, solutions and co‑development research projects.
05/27/2026
Looking for a good business book for your trip to the beach, lake or pool? InvestmentNews asked some advisors for their recommendations
05/27/2026
The Private Banking Industry Group plans to cut account opening times to under four weeks while maintaining strict regulatory standards
05/26/2026
The acquisition accelerates 1291 Group's growth across the Americas, deepens its exposure to traditional life insurance, and complements its established expertise in tailored solutions, while bringing IPG's existing client and partner relationsh
05/26/2026
The company plans to hire around 100 private bankers globally, along with nearly 400 additional specialists.
05/26/2026
These initiatives will see the median time needed to open a private banking account shortened to within a month, down from the current median duration of about six weeks or even longer for more complex cases
05/26/2026
We examine whether leadership dynamics in the UK typically have a long-term impact on financial markets.
05/26/2026
All of that served as a way to show off and solidify their wealth.
05/26/2026
As wealthy investors flock to semi-liquid funds, redemption and valuation questions are highlighting challenges of creating accessible products
05/26/2026
Such approval would improve its capacity to support corporate and affluent clients.
05/26/2026
The bank attributed the increase to supportive market movements and SFr 3bn in net new money.
05/26/2026
At the same time, the number of job openings at major Swiss banks has almost halved within a year.
05/26/2026
The award-winning display featured more than 50 flowering Malus trees alongside specialist trained fruit forms.
05/26/2026
The Wall Street giant’s international private bank head Adam Tejpaul says there are ‘more than enough’ people with quantitative skills — it is getting to know clients that matters going forward
05/26/2026
The Monetary Authority of Singapore said lenders should bring account opening times down to within one month by the end of this year.