03/27/2026
The borrower, an Executive of a UK company, held a substantial investment portfolio but sought access to liquidity without selling assets, triggering CGT, or transferring custody.
03/27/2026
The acquisition will add 123 employees and over $5 billion in assets under management.
03/27/2026
VP Bank was founded by intermediaries for intermediaries – and this very business remains a core focus to this day, rather than merely a secondary segment.
03/27/2026
Saltus received the PAM Award for Investment Performance – Defensive Portfolios, acknowledging its exceptional risk‑adjusted returns over the past three years.
03/27/2026
How digital, social, and economic trends will transform the investment industry
03/27/2026
It provides an independent assessment of suppliers, giving financial institutions confidence in how third-party risk is managed.
03/27/2026
The IEX Gouden Stier Awards are organised annually by the well-known investment platform IEX Media and are regarded as the leading independent investment awards in the Netherlands.
03/27/2026
Against the backdrop of geopolitical and economic uncertainty and ongoing industry consolidation, stability and long-term thinking are more important than ever.
03/27/2026
The results suggest that, if similar behavioural approaches were adopted more widely, this could increase intentions to invest significantly.
03/26/2026
These awards highlight Van Lanschot Kempen’s focus on distinctive wealth management services, with personal attention for clients strengthened by digital innovation.
03/26/2026
The offering will initially be launched for institutional clients in Switzerland.
03/26/2026
Exceptional private banking starts with getting the everyday details right.
03/26/2026
Swiss asset manager's shares drop 16.76% YTD as sector-wide AI disruption fears overshadow strong 19% EBITDA growth and strategic wealth management expansion.
03/26/2026
The use of renewable energy, the high-quality thermal envelope, and intelligent ventilation technologies enable the building to achieve performance levels unmatched in Switzerland.
03/26/2026
The annual WealthBriefing European Awards recognise the industry’s most innovative and outstanding firms, teams, and individuals.
03/26/2026
Nine Edge has since moved quickly to secure its first acquisition of Edinburgh-based RMS Financial Ltd, a firm founded in 2013 by financial advisor Richard Murray.
03/25/2026
This partnership underscores the joint commitment to delivering diverse investment solutions and expanding access to differentiated strategies for institutional, retirement, and retail clients globally.
03/25/2026
Santander Private Banking has been awarded 15 prizes by Euromoney magazine.
03/25/2026
Addepar will provide LGT Wealth Management UK with a flexible, integrated data foundation that supports clear, tailored client reporting and a consistently high standard of personalised service.
03/25/2026
This support is part of a long-term relationship based on a shared vision of art as a vehicle for openness, innovation, and the exchange of ideas.