06/08/2026
For Philippe Gay, Head of the Swiss Offering at Lombard Odier, it is precisely at times like these that discipline, a long-term vision and a holistic approach to wealth management make the difference.
06/08/2026
The acquisition of additiv further strengthens Temenos’ offering in Wealth Management with native mass-affluent capabilities and a proven AI-enabled orchestration layer.
06/08/2026
These awards reflect the dedication, collaboration and expertise of colleagues across the Private Bank and beyond.
06/08/2026
In a world where information is abundant and investment solutions are widely accessible, the true differentiator lies in structure, discipline, and the ability to connect financial decisions to human dynamics.
06/05/2026
Brooks Macdonald Strategic Partnerships launches to help independent financial advice firms scale for the future
06/05/2026
The debate is no longer centered on the validity of tokenization itself, but rather on the execution and robustness of the infrastructure needed to support its development
06/05/2026
NatWest Group will invest £50m in its UK branch network, pausing further branch closures until at least 2029, expanding face-to-face support.
06/05/2026
UBS acquired fallen rival Credit Suisse in a state-engineered emergency takeover in 2023, and government proposals for tougher capital requirements have been weighing on the bank's share price.
06/05/2026
Wall opened the discussion by situating it within the broader context of transformation across the industry – highlighting “scalability, processes, technology, and infrastructure” as the underlying opportunities that can drive change in
06/05/2026
Clients expect digital immediacy these days in all aspects of their lives and their banking and wealth management requirements are no different.
06/04/2026
A robust equity market performance and easing inflation drove HNWI wealth creation in 2025, growing the global millionaire population by nearly 2 million to 25.3 million individuals.
06/04/2026
A Next Generation Systematic Approach Designed to Pursue Alpha Across Market Cycles
06/04/2026
In the context of its evergreen platform, the firm expects its fundraising to exceed outflows in H1 2026.
06/03/2026
Rather than curbing growth, this situation is giving rise to greater differentiation between models. Clients still seek advice, but they are becoming more demanding and selective.
06/03/2026
Demand for its global and natural resource strategies, particularly among Asia Pacific clients, offset outflows from UK clients.
06/03/2026
Swissinfo looks at some of those deals, why they matter and challenges they raise looking forward.
06/03/2026
It supports clients, in conjunction with a financial adviser, to deliver investment management tailored to a client's life after divorce.
06/03/2026
This includes journalists and non-governmental organisations that have a specific role in fighting financial crime.
06/03/2026
FDI accounts for only around one-fifth of the total foreign capital stock in the UK.
06/03/2026
This presents banks with an opportunity to provide targeted support to UVV and to sustainably expand their collaboration.