Maridea acquires Pinnacle Wealth Management
Brian Sheehy, founder of Pinnacle, is set to join Maridea as a senior investment advisor.
Wealth and Asset Management
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RBC Wealth Management partners d1g1t for performance and risk analytics tech
RBC has also led a new investment round in d1g1t with support from JAM FINTOP to help fuel the fintech's US expansion plans.
Growth, succession, and tailor-made services: Iván Basa explores our unique positioning in Spain
The Managing Director explains that Valencian autonomy provides a framework for legal certainty, which is extremely attractive to investors from both a domestic and international point of view.
Deutsche Bank scoops 11 Euromoney awards globally
Established over 30 years ago, the Euromoney Awards are considered the most prestigious awards in the financial industry.
Schaffhausen Cantonal Bank Half-Year Report 2025
The significantly lower interest rate level had a particularly negative impact.
Wesleyan accelerates platform push with FNZ partnership
Wesleyan’s Smoothed With Profits Fund is designed specifically to sit on independent adviser platforms
FNZ strengthens partnership with ANZ through new digital platform enhancements
The enhancements include the introduction of New Zealand’s first Virtual Banking solution and a market-leading FX API, both designed to increase efficiency, reduce risk, and accelerate investment transactions.
JP Morgan Private Bank hires investment team head in Zurich
Simone Grüninger joins the US giant after tenures at UBS and Credit Suisse.
A new chapter of leadership at CPW
Stephen will be conducting a detailed handover with David as he transitions into his new role.
Masttro Partners with Arch to Enrich Alternative Investments Reporting and Total Portfolio Visualization for Ultra-High-Net-Worth Families
Integration will streamline workflows and automate processes for tracking, managing and reporting on alternative investments
Octopus team sets up sustainability firm Groundswell
Supporting asset management and private market companies move from a siloed sustainability function to an integrated capability
Mirabaud’s Aeshlimann embraces client evolution amid targeted growth plans
Mirabaud Group senior managing director Lionel Aeschlimann details his growth plans including the digitalisation of the wealth management business