09/17/2025
The move marks the next step in LGT’s successful expansion in Germany since entering the market in 2022 and sees it further grow its position in the German market.
09/16/2025
Affordability will be based either on verified net assets or a mix of income and assets.
09/16/2025
Recent strong performance has continued with net organic growth of 14.5% (H1 2024: 13.9%) and new business wins totalling £8.4m.
09/16/2025
While Fagerhult is on the cusp of a potential earnings upswing, its shares are currently trading at attractive levels.
09/16/2025
Wealth Intelligence offers fast and simple access to the comprehensive range of reports published by the bank’s award-winning Chief Investment Office.
09/15/2025
The private banking group’s head of private markets strategy says dividend recapitalisations can weaken companies at critical moments.
09/15/2025
Through her inclusion in the national list, she is noted as combining a strong academic record and class topping exam results with a firm commitment to continuous self-improvement and professional development.
09/15/2025
At the event, Madeleine Debney, co-founder at Otto, spoke to the use of AI in wealth management, noting that some AI companies are focusing more on the safe and ethical use of AI.
09/15/2025
The project showcases Swiss excellence in architecture and engineering, reinforcing Geneva’s global financial standing
09/15/2025
This expansion follows the June launch of a US dollar-based private credit fund of funds, which raised around USD100 million in its first month, driven by strong interest from Asian clients.
09/15/2025
Daniel Muller set up Hawker Wealth Management in June after leaving Cazenove after it acquired his former employer Whitley AM last October.
09/12/2025
The Abu Dhabi office will complement Lazard’s established presence in Riyadh, enhancing localized coverage as regional entities pursue economic diversification and deploy billions in global investments.
09/12/2025
In April, Helvetia and Baloise announced their agreement to merge as equals.
09/12/2025
It is intended to complement HSBC’s other regional spaces in Birmingham and Manchester which serve clients in the Midlands and North West respectively.
09/12/2025
UBS announced its collaboration with BSK and JET earlier this year, in an effort to raise awareness of the charities and with an aim to increase the firm’s local, social impact commitment.
09/12/2025
The winners will be determined through a combination of online public voting and assessment by an independent panel of judges.
09/12/2025
Increased staff costs in 2024 meant profits slipped, although revenues were significantly higher.
09/11/2025
Job ad looks for expert to shape proposition for clients with between £2m and £10m to invest.
09/11/2025
This collaboration marks a key milestone for Wealth Dynamix, which is introducing its cutting-edge expertise in Client Lifecycle Management (CLM) to the French wealth management market.
09/11/2025
The programme offers interns a rich blend of experiences, including workshops, upskilling sessions, ‘lunch and learns’ with different business areas, and a group project designed to bring fresh insights to the organisation.