Flexible liquidity that could support your long-term growth plans
Balancing liquidity needs with a long-term wealth strategy could give you the flexibility you need for all your ambitions.
Wealth and Asset Management
15321 articles found
CaixaBank boosts the mobilization of sustainable finance and reaches €20.99 billion in the first half of the year
The bulk of the sustainable mobilization achieved up to June, specifically 78%; corresponds to financing
EFG’s ‘Renaissance banker’ prepares for cultural transition
With geopolitical shifts, regulatory pressures and a historic transfer of wealth underway, EFG International is betting on trust, talent and targeted growth, says CEO Giorgio Pradelli
Professionals and firms shortlisted for awards
Now in their 15th year, the awards celebrate excellence in the private wealth sector across major international financial centres.
Professionals and firms shortlisted for awards
Now in their 15th year, the awards celebrate excellence in the private wealth sector across major international financial centres.
J.P. Morgan Private Bank launches new Lifestyle Services Offering
New offering delivered by the Private Bank's Global Family Office Practice connects clients with a curated network of industry-leading providers and consultants
AI helps ME wealth market catch up with the UK
Notably, 55 percent of clients in the region reported increasing their meetings with advisers in response to marketvolatility, substantially higher than the global average.
Citi Wealth Releases 2025 Global Family Office Report
Top priorities include portfolio resilience, navigating global trade disputes and addressing family needs.
Investec expands international advisory business into Switzerland
The business has been rebranded as Investec and successfully integrated into Investec’s broader advisory business in Europe.
Azalea Wealth Management, Hartlepool, opens new office
The firm will deliver financial advice to both individuals and businesses, with a focus on realistic, supportive planning that encourages ambition without fear.
Azalea Wealth Management, Hartlepool, opens new office
The firm will deliver financial advice to both individuals and businesses, with a focus on realistic, supportive planning that encourages ambition without fear.
J.P. Morgan Private Bank confirmed as Northern Leaders sponsor
BusinessCloud’s 2025 Northern Leaders list will be published later this month ahead of our awards evening on November 20th