05/11/2026
These awards celebrate organisations and individuals working across private wealth advice, tax and wealth structuring, digital advisory services, and modern approaches to investment and asset-backed ownership.
05/11/2026
Win at prestigious City AM awards reflects Rathbones quality of service, strength and momentum
05/11/2026
The move has added £200m in assets and 300 clients to the firm.
05/11/2026
The arrangement positions both SBI Canada and Scotia Wealth Management to deliver more coverage for clients locally in Canada while supporting their financial needs.
05/11/2026
The wealthtech platform aims to address the coordination gap in retail investing by allowing users to co-manage portfolios without minimum balance requirements
05/11/2026
KPMG modelling reveals the wealth divide has grown over the past five years.
05/11/2026
The fiscal fallout from the Covid-19 pandemic and significant energy supply disruptions since have added further strain, propelling public debt levels to new heights.
05/11/2026
The asset manager partnered with Corastone to create portfolios spanning private equity, private credit, private real estate and private infrastructure with monthly rebalancing capabilities.
05/11/2026
‘This recognition is a testament to the dedication, professionalism and hard work of our entire team’
05/11/2026
Powered by the Industry’s First Completed Financial Services Data Ontology, Broadridge’s AI Partnership Model Delivers Up to 30% Operational Cost Reduction Today with Additional Savings over Time — Available as Full Managed Services or S
05/08/2026
This strategic move aims to bring the company closer to its local clients and support its growth in the Swiss market.
05/08/2026
The PwC Global Reframing Tax Survey 2025 findings show that 95% of financial services organisations expect Pillar Two to have a noticeable impact, with 55% anticipating a major shift.
05/08/2026
"I'm focused on one option, making UBS strong out of Switzerland," Ermotti said, adding that the bank has a fiduciary duty to be ready for any scenario.
05/08/2026
Neue Bank and ESG-AM have announced their strategic partnership.
05/08/2026
The programme is aimed at simplifying Iress’s technology architecture, improving software delivery and embedding AI-driven capabilities into its products and data infrastructure.
05/08/2026
OLZ, which specializes in investing using quantitative methods, employs 25 people and also has a location in Zurich.
05/07/2026
Key Private Bank’s repeated recognition underscores its long‑standing commitment to helping clients navigate complex financial needs across generations.
05/07/2026
New composable solutions allow banks to modernize deposits and lending independently, reducing risk while accelerating change
05/07/2026
Technology is shaping competition in wealth management
05/07/2026
FNZ and FirstCape deepen strategic partnership as FirstCape becomes an FNZ Select partner
The partnership creates a long-term foundation to support integration, operational efficiency and improved client outcomes across the group.