09/23/2026
Transferring wealth between generations remains a delicate exercise, and yet a Lombard Odier study found that fewer than one quarter of wealthy families have put a structured long-term plan in place.
09/23/2026
The settlement constitutes another important milestone in resolving legacy matters and in further de-risking EFG’s balance sheet.
09/23/2026
It aims to accelerate the execution of the 2030 strategic plan while enabling BNP Paribas Asset Management to fully capitalize on the broader BNP Paribas ecosystem.
09/23/2026
There has been a string of deals in the UK in the wealth management and financial advice market in recent years as firms look for greater scale and attempt to capitalise on rising demand for wealth services.
09/22/2026
The applicable interest rate will be reset at five-year intervals starting on 30 April 2034 on the basis of the then prevailing 5-year Euro swap rate plus the initial credit spread of 3.656% per year.
09/22/2026
The solution is expected to support significantly higher client onboarding volumes while leveraging the existing operating model and control framework.
09/22/2026
This agreement does not constitute a recognition of criminal liability.
09/22/2026
Investors in the existing funds would have the option of rolling their interests into the continuation vehicle or taking liquidity.
09/22/2026
These limited monetary policy adjustments will not initiate a new rate-hiking cycle, nor do we expect them to derail the economic expansion.
09/22/2026
The scheme document in relation to the Scheme (the “Scheme Document”) was published on 12 March 2026.
09/22/2026
The latest report is the first full assessment of SJP’s Class S units following changes to its charging structure last year.
09/22/2026
Attention will naturally turn to the 2026 Autumn Budget in the weeks ahead, with Chancellor John Healey set to deliver his statement to Parliament on 28 October.
09/22/2026
New commitment to support businesses, entrepreneurs and SMEs from idea to IPO, helping drive investment, innovation and growth across the UK
09/21/2026
The HSBC share price is up 309% since mid-September 2021, meaning a £10,000 investment would be worth almost £41,000 today.
09/21/2026
Risk-aligned globally diversified funds spanning cautious, balanced and growth
09/21/2026
The milestone highlights the growing demand for fiduciary services among entrepreneurs, investors and companies seeking specialist solutions for wealth protection and administration.
09/21/2026
Less certainty over future interest rates and growing demand for credit are impacting capital markets and shaping investor opportunities.
09/21/2026
New solution will help advisers support clients transitioning into retirement, responding to the growing demand for simple, resilient income solutions.
09/21/2026
Zwei Wealth is entering its next growth phas
09/21/2026
The Hong Kong-listed company is working with Goldman Sachs on the planned disposal of its 90% holding in BIL.