04/29/2026
Credem has therefore developed a customized platform that analyzes customer portfolios daily, integrating advanced metrics and operational suggestions for the banker.
04/28/2026
Consequently, investment management for HNW families involves far more than traditional portfolio practices such as asset allocation and performance monitoring.
04/28/2026
This recognition celebrates the collaborative effort across Lombard Odier to design and refine G2 and My LO, our flagship banking and e-banking platforms.
04/28/2026
As the headwind from the treasury result subsided, growth in net revenue including treasury result accelerated to 9 percent.
04/28/2026
Deutsche Börse Group’s investment amounts to US$9.2 million, representing a minority stake. Closing is expected to occur shortly, subject to standard closing conditions.
04/28/2026
The performance comes amid a volatile macroeconomic backdrop, suggesting that demand for advised investment services remains resilient despite geopolitical uncertainty and fluctuating markets.
04/28/2026
The deal not only marks a milestone for BIPS but also reinforces JTC’s leadership in navigating complex regulatory developments and further establishes Jersey’s reputation as a premier jurisdiction for listed investment funds.
04/27/2026
GBST will support AJ Bell’s advised and direct‑to‑consumer propositions through a new 10‑year agreement, underpinning the platform’s next phase of growth.
04/27/2026
The Global Equity Fund broadens Allspring's systematic global equity offering, complementing its existing Global Equity Enhanced Income and Climate Transition Global Equity Funds.
04/27/2026
The company is permitted to manage assets, arrange investments, provide advice on financial products, among others.
04/27/2026
The industry gathering targeted the complexities that arise with digital growth in wealth management, with an agenda featuring a number of high-profile Objectway success stories.
04/27/2026
The transaction was led by Private Capital Real Estate Partner Andrew Hughes, with support from Senior Counsel Laurie Fletcher, Senior Associates Rebecca Rose and Andrew Wheelhouse, and Associates Jake Simons, Rhiya Lall, and Mark Ngu.
04/24/2026
Last November, the bank announced a plan to increase return on equity to at least 12%, while keeping its cost/income ratio below 55%.
04/24/2026
These awards reflect our leadership across key regions and sectors.
04/24/2026
Emma Crystal, CEO, Private Banking & Wealth Management, explains how investing supports a strong UK economy and why it needs to be part of our national mindset.
04/24/2026
Over the past year, Nordea has also enhanced its savings platform to support more customers digitally.
04/24/2026
The result feels energetic, familiar and a nod to our audience’s formative years.
04/24/2026
Hiscox claims it is one of the few insurers offering HNW cover on a full‑cycle digital basis for both Acturis and non‑Acturis brokers.
04/24/2026
His leadership combined vision with continuous curiosity for what could come next for Allfunds and wealth management.
04/24/2026
In its motivation, the jury highlighted SEB’s vision of using AI to shape how advice is delivered while preserving its human core.