06/26/2025
Women in the United States are expected to control an estimated $30 trillion in financial assets by 2030—a major realignment in asset ownership driven by demographic, economic, and social shifts.
06/26/2025
On Wednesday, Citi said it nabbed a manager at Bank of America Private Bank to be its Southeast market executive.
06/25/2025
This handover concludes a strategic divestment announced in April 2022.
06/25/2025
There are just 1,064 holders of the certified financial planner certificate, and 3,110 CISI chartered wealth managers. Very few hold both qualifications.
06/25/2025
These key trends are highlighted in the latest global survey of asset and wealth managers from Citi and Create-Research.
06/25/2025
This acquisition marks a key milestone in Shaw and Partners’ growth strategy as it formally enters the New Zealand market and strengthens its presence across the broader Trans-Tasman region.
06/25/2025
The group posted an adjusted profit before tax of £48.3m, down from £67.4m the previous year.
06/25/2025
Talks with private capital firms have focused on operational hurdles for retail customers
06/25/2025
'Around 30,000 ultra-rich will call UAE home in next 5 years', says Wealthbrix's Khanna
06/25/2025
Switzerland has made significant progress in this space—but the full potential hasn’t yet been realized.
06/25/2025
Raymond James Ltd enters into agreement with FNZ to accelerate its digital transformation
06/25/2025
This is a significant stamp of legitimacy and opens doors for more robust operations and client engagement in the region.
06/24/2025
Upon closing, David Wealth will be the second external acquisition for Focus Partners Wealth since its rebrand in January 2025
06/24/2025
The German lender has various office-related initiatives underway including the goal of achieving net zero carbon emissions by 2050, a global workplace utilization program and improving staff's workplace experience.
06/24/2025
The long-term implications for Europe and the UK’s economic competitiveness and investment appeal are significant.”
06/24/2025
This acquisition would enable Indosuez Wealth Management to assert its leading position on the Monegasque market in which it has been present since 1922.
06/24/2025
The seven model portfolios will be rebalanced monthly in line with the current MPS range to reflect market changes and the central investment team’s asset allocation decisions.
06/24/2025
The categories assess a broad range of criteria including excellence in client service, innovation, and employee engagement across the private client industry over the prior year.
06/24/2025
The company notably lacked a FINMA asset management license, operating without formal regulatory oversight.
06/24/2025
The company is now taking off – with expansion plans beyond the DACH region.