08/18/2025
Held outside of Asia for the first time, this year’s Programme placed strong emphasis on Artificial Intelligence in family-owned business to drive long-term sustainability
08/18/2025
The next phase — with the Asset Management Association Switzerland (AMAS) on board — aims to turn the pilot into a new industry standard.
08/18/2025
It is aimed at investors who are afraid of missing out, as well as those who fear a Bitcoin setback.
08/18/2025
Gilles Prince pulls back the curtain of his new role at Blue Box Wealth Management.
08/15/2025
Evelyn owners Permira and Warburg Pincus have started working with Evercore once more to find a buyer, according the Financial Times.
08/15/2025
Gaëlle, who recently delivered a TEDx talk on shaping the next-generation of women leaders, designed the confidence boosting workshops to help unlock leadership potential among teenage girls.
08/15/2025
The London base will be led by former professional rugby player and Chartered Financial Planner, Jason Baggott, who co-heads Tweed Sports alongside Ross Penman.
08/14/2025
Products like lifetime mortgages are increasingly helping people bridge income gaps as they approach retirement.
08/14/2025
American exceptionalism continues to hold its ground amid macroeconomic uncertainty.
08/14/2025
Absolute Financial Group is consolidating advisory businesses under a single structure to support advisers.
08/14/2025
The reported half-year profit of approximately CHF 80 million is slightly lower than in mid-2024.
08/14/2025
Companies are currently navigating with limited visibility, trying to find new reference points in the murk.
08/13/2025
The estimated wealth of families with family offices currently stands at US$5.5 trillion and is expected to grow to US$9.5 trillion by 2030 – a 189% increase.
08/13/2025
German lender plots more hires as it looks to expand ultra high net worth team
08/13/2025
Pre-trade analytics integrated into Broadridge's sell-side Global OMS and buy-side EMS, Xilix, in Japan
08/13/2025
The FRC has confirmed that Quilter continues to meet the expected standard of reporting under the Code.
08/13/2025
In the first phase of the competition, the designs will be evaluated by the public and by an advisory board of external experts.
08/12/2025
The bank, to be domiciled in Jersey, plans to sign up 2,000 of the world’s wealthiest clients within five years, including more than 500 family offices, and reach a $10 billion balance sheet by 2030.
08/12/2025
The move comes despite the highly uncertain political and economic climate in London, and the exodus of many families to friendlier fiscal and business environments.
08/12/2025
Gaetan Aversano joins the alternatives asset management giant in Zurich.