06/26/2025
The great wealth transfer is already underway, as baby boomers begin transferring trillions of dollars to millennials and Generation Z, who are inheriting more money and at younger ages
06/26/2025
Quintet offering developed in collaboration with BlackRock, leveraging the firm’s evergreen private markets platform
06/26/2025
This approach places emphasis on a long-term investment strategy and enables the scheme to focus on high-conviction investments in private markets.
06/26/2025
Switzerland, with its numerous mountains, bodies of water, and its exposed location in the center of Europe, is highly exposed to natural disasters.
06/26/2025
The annual awards are globally recognised as a benchmark of excellence in the private client industry, celebrating the highest standards of service, innovation, and professionalism across the wealth management sector.
06/26/2025
Raymond James will implement FNZ's integrated wealth management platform to bring AI and digital tools to its operations.
06/26/2025
Women in the United States are expected to control an estimated $30 trillion in financial assets by 2030—a major realignment in asset ownership driven by demographic, economic, and social shifts.
06/26/2025
On Wednesday, Citi said it nabbed a manager at Bank of America Private Bank to be its Southeast market executive.
06/25/2025
This handover concludes a strategic divestment announced in April 2022.
06/25/2025
There are just 1,064 holders of the certified financial planner certificate, and 3,110 CISI chartered wealth managers. Very few hold both qualifications.
06/25/2025
These key trends are highlighted in the latest global survey of asset and wealth managers from Citi and Create-Research.
06/25/2025
This acquisition marks a key milestone in Shaw and Partners’ growth strategy as it formally enters the New Zealand market and strengthens its presence across the broader Trans-Tasman region.
06/25/2025
The group posted an adjusted profit before tax of £48.3m, down from £67.4m the previous year.
06/25/2025
Talks with private capital firms have focused on operational hurdles for retail customers
06/25/2025
'Around 30,000 ultra-rich will call UAE home in next 5 years', says Wealthbrix's Khanna
06/25/2025
Switzerland has made significant progress in this space—but the full potential hasn’t yet been realized.
06/25/2025
Raymond James Ltd enters into agreement with FNZ to accelerate its digital transformation
06/25/2025
This is a significant stamp of legitimacy and opens doors for more robust operations and client engagement in the region.
06/24/2025
Upon closing, David Wealth will be the second external acquisition for Focus Partners Wealth since its rebrand in January 2025
06/24/2025
The German lender has various office-related initiatives underway including the goal of achieving net zero carbon emissions by 2050, a global workplace utilization program and improving staff's workplace experience.