SJP celebrates 5,000th business sale deal
Initially designed to enable Partners to sell their businesses outright, it now also supports partial sales, management buy-ins and adviser ownership.
Wealth and Asset Management
15587 articles found
Quilter Cheviot Europe appointed investment provider for the Executive Retirement Master Trust
The master trust is aimed at business owners, directors and senior executives.
SIX Reports Strong Operating Results for 2025
Net operating income grew by 4.7% (5.4% at constant exchange rates) to CHF 1,496.5 million.
Nour Private Wealth Expands Capabilities as the UHNW Market Evolves
Nour Private Wealth (NPW) is expanding its private wealth management company platform in direct response to that evolution
What impact will the new Federal Reserve Chair have on your investments?
Kevin Warsh may need to reassert the US central bank’s independence, but his dovish stance could be positive for equities.
South Korea’s best private bank 2026: Hana Bank
Digital private banking continues to scale meaningfully, with rapid growth in digitally managed clients and adoption of AI‑supported tools that enhance remote advisory.
Quilter Academy celebrates graduation of latest cohorts after 124 new advisers qualified in 2025
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.
Results of today’s Annual General Meeting EFG International
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.
Double Recognition for Hoxton Wealth at the Professional Adviser Awards 2026
Winning Best Adviser Website highlights Hoxton Wealth’s commitment to making financial planning more understandable and accessible.
Vontobel shuns evergreens relying on ‘honeymoon’ secondaries uplifts
Thomas Bischoff says the Swiss bank avoids private markets funds that use NAV squeezing to generate short term performance spikes.
Success for UBS in the USA: Green light for the US banking license
The last hurdle has also been cleared: UBS has received a national license in the USA.
Jersey’s private wealth proposition recognised with fourth consecutive WealthBriefing European Award win
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.