Interest rate cuts weigh on the results of Bank Zimmerberg
Annual profit amounted to 3.2 million francs, slightly below the previous year's figure of 3.4 million francs.
Wealth and Asset Management
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Zurich cooperative bank slows down loan growth
The series of financial statements from regional banks illustrates just how many institutions of this category still exist in Switzerland.
Catella and Pictet Alternative Advisors launch a joint venture to expand their development activities in Copenhagen
The partnership reflects both parties’ strong belief in the Nordic and Copenhagen residential market.
David Ferguson: AI panic, or architectural reckoning?
The narrative was swift and familiar: artificial intelligence is coming for advice.
How Black entrepreneurship is reshaping wealth advice
Bernstein Private Wealth Management's James Thompson says first-generation wealth creators are pushing advisors to move beyond investment performances.
Wealth management brand value surges 45% as banking brands reach $1.8 trillion globally
But which Canadian banking brand leads in the new rankings?
BEA International Bank Goes Live with Temenos SaaS to Support European Expansion
The French subsidiary of Banque Extérieure d’Algérie has adopted Temenos Core and FCM as SaaS to rapidly launch and scale banking services in France.
The 28-year-old Coutts adviser that joined SJP to set up own firm
Backed by St James’s Place, Celeste Leverton is targeting emerging entrepreneurs as clients for her new firm, arguing this segment often gets overlooked by the wider market.
From inheritance to stewardship: how the next generation is redefining wealth management
Globally, estimates are even higher, with tens of trillions of dollars set to change hands in the next two decades.
TISE’s Head of Jersey Office Wins Gold Award At Citywealth Powerwomen Awards Int
The prestigious Citywealth Powerwomen Awards spotlights individuals and companies that support female leadership and celebrate diversity, champion women in the financial services industry and highlight the female leaders of today and tomorrow.
UK wealth business' Henley office up for £600k sale after profits nosedive
The property is vacant with a business rates value of £22,500.
Fidelity Expands Alternative Investment Resources for Wealth Management Firms With New Model Portfolios and Education Program
The new turnkey model suites follow the June 2025 launch of Fidelity’s custom model portfolios with alternatives.