08/18/2025
Held outside of Asia for the first time, this year’s Programme placed strong emphasis on Artificial Intelligence in family-owned business to drive long-term sustainability
08/18/2025
The next phase — with the Asset Management Association Switzerland (AMAS) on board — aims to turn the pilot into a new industry standard.
08/18/2025
Gilles Prince pulls back the curtain of his new role at Blue Box Wealth Management.
08/18/2025
The high demand for financing, especially in private residential construction
08/18/2025
Sorrell joins as the wealth firm tries to finish off the complex process of integrating Investec Wealth & Investment and get back to growth.
08/15/2025
There will be no change to the investment objectives of these funds as a result of these changes.
08/15/2025
In the role, he reports to Adeline Chien, head wealth management Hong Kong Domestic and South East Asia Hong Kong.
08/15/2025
In the first half of the year, the balance sheet grew by around CHF 500 million, from CHF 7.5 billion to CHF 8.0 billion.
08/15/2025
Glarus Cantonal Bank looks back on a solid first half of 2025.
08/15/2025
Evelyn owners Permira and Warburg Pincus have started working with Evercore once more to find a buyer, according the Financial Times.
08/15/2025
Gaëlle, who recently delivered a TEDx talk on shaping the next-generation of women leaders, designed the confidence boosting workshops to help unlock leadership potential among teenage girls.
08/15/2025
The firm has expanded its private markets platform through acquisitions
08/15/2025
The London base will be led by former professional rugby player and Chartered Financial Planner, Jason Baggott, who co-heads Tweed Sports alongside Ross Penman.
08/14/2025
Products like lifetime mortgages are increasingly helping people bridge income gaps as they approach retirement.
08/14/2025
American exceptionalism continues to hold its ground amid macroeconomic uncertainty.
08/14/2025
Absolute Financial Group is consolidating advisory businesses under a single structure to support advisers.
08/14/2025
MSCI Wealth Manager was designed to support advisors’ efforts to provide tailored financial advice to a wider range of clients by unifying portfolio construction, model management, analytics and client proposal generation within a single solution.
08/14/2025
Since 2023, the platform has continued to evolve to meet the needs of clients and to integrate additional enhancements.
08/14/2025
This result is attributable to an increase in operating income, particularly from the mortgage, deposit, securities, and investment business.
08/14/2025
The reported half-year profit of approximately CHF 80 million is slightly lower than in mid-2024.