02/12/2026
The programme offers one of the clearest and most credible routes into the profession, giving ambitious individuals the ability to seamlessly transition into a role in financial planning.
02/12/2026
Adjusted operating profit growth of 25%, supported by strong investment performance and commercial discipline.
02/12/2026
More broadly, after definitively moving beyond a period marked by strong uncertainty, there is a renewed sense of energy as the Bank has entered a new chapter full of exciting growth prospects.
02/12/2026
This continuing strong performance is driven by resilient income, slightly increasing operating expenses and sound asset quality.
02/11/2026
The deal, announced on Monday, is expected to create the UK’s “leading” private banking and wealth management business
02/11/2026
With this determination and commitment in mind, we are ready to embark on the 2026 financial year in which we expect to see a recovery across the whole franchise”.
02/11/2026
We spoke to financial advice giant Utmost Wealth Solutions about why it operates in Luxembourg and how being based in the country helps it serve its international clients
02/11/2026
The shares recently closed at $55.39, with a 1.7% return over the past week and a 21.1% return over the past year.
02/11/2026
Drop comes as AI firm Altruist launches service that helps advisers create personalised tax strategies
02/11/2026
There is said to have been a “significant” uptake in the firm’s combined planning and investment proposition.
02/11/2026
UBP is one of the Swiss banks that is very active in consolidation and regularly makes acquisitions, primarily in wealth management.
02/11/2026
Rothschild & Co Redburn have shared their final review of 2025, where they discuss all these questions, and more.
02/11/2026
The proceeds from this issuance will be exclusively allocated to refinance assets within the Green Buildings category of Deutsche Bank's Sustainable Instruments Framework.
02/10/2026
DWS to contribute institutional investment and execution platform to clients of Deutsche Bank’s Private Bank
02/10/2026
The value of investments can fall as well as rise and that you may not get back the amount you originally invested.
02/10/2026
Institutions with fragmented IT landscapes are under particular pressure.
02/10/2026
The funds raised during these activities were then matched by TISE.
02/10/2026
Christian Bergomi recently left his role as a managing director and senior adviser at Julius Baer in Switzerland to lead Aquila E&A Financial Consulting.
02/10/2026
It also plans to return over £15 billion to shareholders between 2026 and 2028, equivalent to around 22% of its current market value and underpinning its capital return story.
02/10/2026
The WealthBriefing Swiss Awards celebrate the most innovative and outstanding firms, teams and individuals in the wealth management industry.