09/19/2025
With the new capital, Finary plans to deepen its offering through Finary One, its private-wealth service, and launch AI-driven wealth management tools tailored to the evolving financial habits of Europeans.
09/19/2025
However, 40 percent of women wish they had invested more of their inheritance, compared to 30 percent of men.
09/18/2025
The partnership demonstrates a shared commitment to raising the bar in terms of service, innovation, and tailored cover for Ireland's HNW individuals and families.
09/18/2025
With geopolitical shifts, regulatory pressures and a historic transfer of wealth underway, EFG International is betting on trust, talent and targeted growth, says CEO Giorgio Pradelli
09/17/2025
Notably, 55 percent of clients in the region reported increasing their meetings with advisers in response to marketvolatility, substantially higher than the global average.
09/17/2025
The firm will deliver financial advice to both individuals and businesses, with a focus on realistic, supportive planning that encourages ambition without fear.
09/17/2025
The division is led by Jorge Schnura, co-founder and chief executive of Turing Capital, who has been appointed president of Keyrock Asset and Wealth Management