RBC Wealth Management financial advisors recognized by Forbes as “Top Next-Gen Wealth Advisors Best-In-State”
The ranking is based on interviews, professional credentials, advisor’s compliance records
Wealth and Asset Management
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Broadridge Partners with Uptiq to Modernize Wealth Management with AI-Powered Wealth Lending Solutions
Through the integration with Uptiq, financial advisors can more easily source and compare loan options tailored to their clients' needs, while automating manual tasks such as referral submission, loan processing, and covenant tracking.
$76bn wealth manager pursuing take-private sale: Sources
AlTi Global, which has two Swiss offices, has retained JP Morgan to serve as its financial adviser.
ABN AMRO posts net profit of EUR 606 million in Q2 2025
Solid financial performance: Net profit EUR 606 million and return on equity 9.4%
UK inheritance tax reforms: why family governance is key to business succession
The Budget included the announcement that 100% BPR and APR will be capped to the first GBP 1 million of combined agricultural and business assets for every person or pre-existing trust from 6 April 2026.
Commerzbank with record figures in the first half of the year
Targets for 2025 raised
Bellevue strengthens sales team in Germany
She will begin her new role on August 1, 2025, and will assume responsibility for sales in Northern Germany.
Quilter reports adjusted profit of £100 million and H1 2025 core net inflows of £4.5 billion representing 8% of opening AuMA (annualised)
Adjusted profit before tax of £100 million (H1 2024: £97 million) represents the Group’s IFRS profit, adjusted for items that management consider to be outside of normal operations or one-off in nature.
Swiss equities in focus
They discuss how Q1 saw large inflows into the market
Bond Market in July: PSP Brings Floaters Back to Switzerland
July is traditionally a quiet month on the Swiss capital market due to the holiday season.
Sterlington Welcomes Leading Private Wealth Team from Morgan Lewis
Additional team members are expected to join in the coming weeks.
AES appoints Andrew Bates as CEO of AES Private Wealth and Family Office
Strengthening commitment to globally minded families in MENA