03/23/2026
Quilter chief executive Steven Levin and academy director Chris Jones addressed the group, outlining the importance of continued professional support as graduates begin their careers in advice.
03/23/2026
At today’s Annual General Meeting (AGM) of EFG International, shareholders approved all the motions proposed by the Board of Directors, including the payment of a dividend of CHF 0.65 per share.
03/23/2026
Winning Best Adviser Website highlights Hoxton Wealth’s commitment to making financial planning more understandable and accessible.
03/23/2026
The Awards, now in their fourteenth year, celebrate companies, teams and individuals that have excelled across a broad range of financial services in the European private banking, wealth management and trusted adviser sectors.
03/23/2026
This year marks the fourth consecutive year RBC Wealth Management has been recognized by Euromoney for its continued excellence in the industry.
03/23/2026
CEO of world’s biggest asset manager says rich backers of artificial intelligence could reap most of the rewards
03/23/2026
Wealth managers are identified as highly vulnerable to business model disruption as AI-enabled model portfolios and direct indexing platforms offer low-cost alternatives to traditional advisory services.
03/23/2026
The Wealth Planning Team was recognised for its outstanding ability to manage complex, cross-border mandates for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
03/23/2026
On 23 March 2026, the portfolio managers of the GAM Global Opportunities Fund and the GAM Global Special Situations Fund published an open letter
03/20/2026
The launch comes amid continued expansion in Hong Kong’s private wealth sector.
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.