07/01/2025
The acquisition expands Rothschild & Co's portfolio of services for Swiss Wealth Management clients across succession planning, taxation services and real estate consulting.
07/01/2025
The team believes that despite the rally, risks to growth and inflation remain elevated particularly in light of uncertainty around tariffs.
07/01/2025
It’s not the first time that IQ-EQ has received recognition in this field.
07/01/2025
The acquisition brings with it around 300 skilled professionals from offices worldwide, including an experienced senior management team.
07/01/2025
The transaction sees 75 staff who support the EPFL business, predominantly based in Glasgow, transfer across to Thesis.
06/30/2025
The model enables advisers to offload compliance and back-office burdens while retaining control and focusing on growth.
06/30/2025
Sebastien Herren exits Grosvenor to join Goldman Sachs in Geneva, in a return to the banking space.
06/30/2025
The implementation of the agreement is expected to commence in early 2026 through a phased client migration.
06/30/2025
While acknowledging that it will “take time to have full visibility” on the situation
06/30/2025
UBS will communicate its 2026 capital return ambitions with its fourth quarter and full-year 2025 financial results early next year.
06/27/2025
The Financial Conduct Authority (FCA) introduced SDR a year ago following investor concerns over greenwashing, seeking to restore trust and improve transparency in the sustainable investment space.
06/27/2025
SWP clients now have priority access to these highly anticipated bars
06/27/2025
They also recognise the ever important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.
06/27/2025
Brown Advisory is in advanced talks with Marylebone, in a move which will pave the way for it to offer endowment-style offering for non-US clients.
06/26/2025
The Citywealth Brand & Marketing Awards celebrate outstanding achievements in brand development, strategic marketing and digital innovation across the global wealth management, private client and financial services sectors.
06/26/2025
Far from a statistical curiosity, this mass movement of millionaires represents the largest voluntary transfer of private capital in modern history.
06/26/2025
Oxfam’s new analysis examines the failures of a private investor-focused approach to funding development.
06/26/2025
The Bank now deploys an expanded range of products and services, encompassing the combined expertise of the asset management teams at Gonet and Dynagest, serving private and institutional clients.
06/26/2025
The great wealth transfer is already underway, as baby boomers begin transferring trillions of dollars to millennials and Generation Z, who are inheriting more money and at younger ages
06/26/2025
Quintet offering developed in collaboration with BlackRock, leveraging the firm’s evergreen private markets platform