03/12/2026
This project forms part of the positive momentum of Mirabaud’s activities in France since the opening of its office in 2003 and aims to provide both teams and Clients with an optimised working environment.
03/12/2026
This underscores the strength and resilience of our Global Hausbank.
03/12/2026
Substituting a portion of direct equity exposure with capital preservation strategies can help investors capture most of any potential gains while limiting potential losses.
03/12/2026
The regional bank intends to add at least five private wealth teams this year, as it seeks to differentiate with integrated service for high-net-worth clients, the bank’s president said.
03/12/2026
PostFinance has also increased its operating result in a challenging interest rate environment and contributed to a solid Swiss Post result.
03/12/2026
Strong momentum with £7.8bn net inflows from open business driven by Asset Management Group delivering diversified growth across segments and markets Confident outlook, firm commitment to 2025-2027 targets
03/12/2026
Some consolidators cannot properly gather basic metrics like net new money because of a lack of investment in their information systems
03/11/2026
The players are reinventing their practices.
03/11/2026
CG Apollo Global Diversified Credit LTAF to serve UK Defined Contribution pension schemes
03/11/2026
The firm employs more than 80 people, including 49 advisers, and serves 5,000 clients across the country.
03/11/2026
The firm has enhanced its capabilities across governance advisory, private market access, consolidated reporting, and coordinated planning to support increasingly complex family structures and global asset allocations.
03/11/2026
One of the drivers is the historic wealth transfer with women obtaining wealth through both spousal succession as well as intergenerational inheritance, especially in Asia.
03/11/2026
Female riches are on the rise worldwide as economic opportunity, changing gender roles and other drivers fuel growth.
03/11/2026
The strong growth in customer deposits by CHF 10.9 billion underscores the high level of trust customers place in Raiffeisen.
03/11/2026
The UK also risk losing future tax revenues, job creation, mentorship, and private capital for emerging businesses
03/11/2026
As a result, net income from interest operations increased to CHF 19.6 million, which is 7.7 percent higher than the previous year.
03/11/2026
They are supported by Dominic Shea, MBA, Senior Financial Consultant, Sonja Boehner, Practice Director of Operations, and Hunter Dodge, Senior Client Associate.
03/11/2026
The deal outlines plan for Olstein’s mutual funds to be integrated into the Easterly fund structure.
03/11/2026
The most recent data also shows the immediate changes consumers are making to their spending and travel plans, with three in five concerned about the impact on their personal finances.
03/11/2026
Data shows younger women joining the industry while advisory power gaps remain wide.