03/20/2026
Measured by assets under management, the more than 1,300 independent asset managers (IAMs) in Switzerland operate in a league that is often underestimated even by seasoned observers of the financial center.
03/20/2026
The Citywealth Powerwomen Awards USA celebrate leadership, innovation and progress towards greater equality across the financial services industry.
03/20/2026
In 2025, its fee income rose 20% year-on-year and net flows increased 139%
03/20/2026
For investors with a high risk tolerance, borrowing can also boost returns if expected gains exceed costs.
03/20/2026
The instinct to act is not irrational, but it can be expensive, and this expense can go unnoticed.
03/20/2026
Seattle-based Threadline Wealth launches with backing from The Cynosure Group and a group of employee owners.
03/20/2026
The win reflects the company's strong growth momentum, innovative product suite, unmatched cross-border service capabilities, and deep relationships with its distribution partners.
03/20/2026
These awards celebrate the depth of expertise, technical strength, and consistently high-quality client service delivered by our Private Wealth specialists.
03/20/2026
Samuel Leach, head of investor relations at TAB, says the wealth channel will play a central role in the growth of private credit
03/20/2026
Geopolitical tensions, economic polarisation, protectionist policies, and climate change continue to challenge the global economy.
03/20/2026
This evolution ensures that legacy is defined by a shared sense of intent rather than just the transfer of capital.
03/20/2026
These strong results are supported by the continued strength of the Group’s financial structure.
03/20/2026
The publication of its 2025 annual report is scheduled for late April 2026.
03/19/2026
Collaboration empowers private credit managers to combine Apex Group’s servicing with BlackRock’s Aladdin technology for greater control and efficiency
03/19/2026
The advisors selected for the list represent the highest tier of professionals across the country—chosen through a rigorous review of thousands of submissions from top-performing women in wealth management.
03/19/2026
From this date, new mortgages may include an interest-only portion of up to a maximum of 30% of the property value.
03/19/2026
In an environment of low interest rates and a normalised Swiss monetary policy, that strength requires bold, diversified asset management in order to enhance returns.
03/19/2026
It even surpasses the globally managed assets of Pictet, Switzerland’s second-largest private bank after UBS.
03/19/2026
The Group is expected to deliver a resilient performance, reflecting the strength of our client franchises and diversified revenue streams.
03/19/2026
Asian families are starting to value independent boutiques ahead of the region’s banks, says Elizabeth Hart of Legacy Wealth Advisors, but many are still tempted by quick returns rather than longer-range holistic wealth strategies