10/26/2026
JPMorgan using AI to make its wealth advisors more efficient
While still hiring and investing in its private banking staff.
10/26/2026
While still hiring and investing in its private banking staff.
10/26/2026
All three partners are therefore sending a clear signal for continuity, growth, and the joint further development of their offerings for the private clients of Deutsche Bank and Postbank.
10/26/2026
At UBS, artificial intelligence is now taking over part of this work.
10/26/2026
The employee body said that relocating UBS could threaten 10,000 to 12,000 of the bank’s current 34,000 jobs in Switzerland.
10/26/2026
With the great wealth transfer beginning to hit family capital, managers will be faced with new generations which have their own investment priorities, experience, and approach to doing business.
10/26/2026
The proposed merger would mark the first business-line integration between the two banks, despite HSBC's earlier pledge to maintain two independent brands.
10/23/2026
Both business segments reported an uptick, as total advised customers increased by 12,000 over the course of the year to reach 194,000.
10/23/2026
Income from both its UK retail and corporate banks increased, as well as from its wealth management arm and investment bank.
10/23/2026
The wealth management organizations of affluent families have long-standing banking relationships, their own investment specialists, and very precise ideas about their needs.
10/23/2026
Oakglen Wealth confirmed as new shirt sponsor for Jersey Rugby Club men’s and women’s teams
10/23/2026
With three independent financial advisers and a mortgage and equity-release adviser, the firm manages £125mn worth of assets for clients.
10/23/2026
Imperium Group has been recognised as a Tier 1 firm in the ‘2026 eprivateclient Top Trust Companies’ rankings.
10/23/2026
Moroccan businessman Moulay Hafid Elalamy is targeting wealthy individuals and business-owning families through a new private-banking and family-office operation built inside the former Société Générale Morocco.
10/22/2026
UK business sales hit an eight-year high as fatigue and a shortage of growth-stage funding push more founders to sell, Rathbones warns
10/22/2026
It will also contribute to the development of projects that explore new approaches to education, social inclusion and participation through the performing arts.
10/22/2026
Family businesses are one of the cornerstones of the Belgian economy.
10/22/2026
Post-completion, Zodia Custody’s regulated digital asset custody business will be integrated into Standard Chartered’s existing digital asset custody activities within Securities Services.
10/22/2026
The Scottish Legal Awards, now in its 23rd year, celebrates excellence, innovation, leadership and achievement.
10/22/2026
Rathbones Group Plc's trading update for the three months ended 30 September 2026 announces funds under management and administration up 7.2% and nine-month operating income up 6.7% year on year.
10/22/2026
The National Wealth Fund has helped drive almost £70 billion into the UK economy, new figures show, as it continues to accelerate investment in the places, infrastructure and industries that will underpin long-term UK growth.