12/15/2025
The firm was named a double winner at the WealthBriefing Channel Islands Awards 2025, securing titles in Private Client & Fiduciary Services – Family Office Governance and Private Client & Fiduciary Services – Succession Planning Advis
12/15/2025
Investment platform T50 will bridge the gap between emerging markets financial institutions and global capital.
12/15/2025
Private Banking Enters a New Era of Digitization, Wealth Intelligence & Ultra-Personalized Services in 2026
12/15/2025
Our survey, mostly made up of financial advisers and investment managers, found a majority working for banks feel underpaid.
12/15/2025
The strategy is built on bottom-up stock selection and targets companies with strong balance sheets, established management teams, robust governance and innovative business models.
12/12/2025
This transaction provides first loss protection on a EUR 2 billion portfolio of large corporate loans
12/12/2025
Earlier this year, The Banker also recognised Investec as the Best Performing Bank in the UK in its Top 1000 Global Banks ranking
12/12/2025
The activity spanned Mexico, the US, and Hong Kong between September and November, aligned with STEP’s global conference calendar.
12/12/2025
She reported serving approximately $280 million in advisory, brokerage and retirement plan assets* and joins LPL from UBS.
12/12/2025
In response to increasing demand for mobile and online financial solutions, the bank continuously enhanced its wealth digital capabilities in key EMEA markets.
12/12/2025
The acquisition supports its commitment to working with trusted, family-founded firms that prioritise personalised advice.
12/12/2025
In a very short time, the wealth management study by Zurich finance professor Christoph "Chris" Künzle has become a standard work in the Swiss private banking sector.
12/12/2025
Mathias Gonzalez explains how new generations are reshaping expectations and where the private markets tastes of Swiss clients diverge from their Middle Eastern peers.
12/12/2025
The two new signings are Jan-Peter Schwartz and Oliver Zilcher.
12/12/2025
UBS and its CEO Sergio Ermotti argue that this would put them at a competitive disadvantage compared to their international rivals .
12/12/2025
Advisers ranked client acquisition as their top business focus for the next year at 34%, with client retention at 23%.
12/12/2025
Beneath the polished interfaces, many firms rely on fragmented systems that slow advisors, overwhelm operations teams, and leave compliance teams wading through manual evidence checks.
12/12/2025
Christian Gattiker, Chief Strategist and Head of Research at Julius Baer, is cautiously optimistic for the coming year. After the turbulent year of 2025, somewhat calmer waters are expected.
12/11/2025
New brand positioning combined with investment in technology, new products, and new advice channels, positions the business for next chapter of growth
12/11/2025
With retail investment in the UK the lowest in the G7, it is vital to help build a culture of saving and investing - supporting people to make informed choices about how to put their money to work.