12/18/2025
Quilter Financial Planning appoints a further five firms to its network
Each of these businesses shares our commitment to professional, client-focused advice and brings deep local expertise to the communities they serve.
12/18/2025
Each of these businesses shares our commitment to professional, client-focused advice and brings deep local expertise to the communities they serve.
12/18/2025
Prism Technologies has rolled out investment solutions to groups ranging from wealth managers to hedge funds and commodity traders.
12/17/2025
The choice is not between active and passive strategies, but rather between sitting indefinitely in cash or investing nimbly with a core strategy that adapts as the world shifts – our analysis offers clear answers.
12/17/2025
Titan has been ordered to pay to Tavistock an interim amount on account of costs of £250,000 within 28 days of the hearing.
12/17/2025
The new office will allow us to offer bespoke solutions tailored to the needs of clients in this dynamic market, underpinned by Coriats’ reputation for integrity, connectivity and delivery of client service excellence.”
12/17/2025
Zurich-based private bank became Banque Richelieu Switzerland. Now the new CEO has been appointed.
12/17/2025
These studies also highlight growing use of co-investments and direct deals alongside traditional fund commitments, particularly in private equity and real assets.
12/17/2025
The Swiss private bank also expects the asset management industry to see steady revenue growth continuing.
12/16/2025
The flexible solution, which offers a secure and compliant way to deploy surplus capital, is available to new and existing clients whose DB schemes are in surplus.
12/16/2025
Under a fully integrated model, Van Lanschot Kempen will rely on ALTO Investment, serviced by Amundi Technology, for front to middle office functionality.
12/16/2025
This is intended to strengthen sales not only in Austria, but also throughout Central and Eastern Europe.
12/16/2025
The partnership will enable full digital onboarding.
12/16/2025
The transaction is expected to be completed in the second quarter of 2026, subject to regulatory approvals.
12/15/2025
In a world of accelerating, unpredictable change and polycrisis, investors face unprecedented complexity and uncertainty: the redrawing of the geopolitical map, the impact of tariffs on global supply chains, the explosive rise of artificial intelligence,
12/15/2025
Hurst Point, the PE-backed wealth manager, is working with Rothschild investment bank to seek out potential buyers for the business.
12/15/2025
Italy’s wealth management market is transforming as rising HNWI and UHNWI wealth, generational shifts and AI reshape client expectations and drive banks towards more integrated, personalised advisory models
12/15/2025
The two crypto players extend their partnership, previously agreed in July, which saw Amina integrate Ripple’s stablecoin offering, RLUSD.
12/15/2025
The firm was named a double winner at the WealthBriefing Channel Islands Awards 2025, securing titles in Private Client & Fiduciary Services – Family Office Governance and Private Client & Fiduciary Services – Succession Planning Advis
12/15/2025
Investment platform T50 will bridge the gap between emerging markets financial institutions and global capital.
12/15/2025
Private Banking Enters a New Era of Digitization, Wealth Intelligence & Ultra-Personalized Services in 2026