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.
03/25/2026
Spring Investments' fund has busted through the Finma threshold, prompting the firm to get a new licence.
03/25/2026
The fund will implement a diversified investment strategy combining traditional asset classes — equities and bonds — with real estate and alternative investments.
03/24/2026
The Lugano-based institution wins the title of best customer service in Switzerland at the Euromoney Private Banking Awards 2026, confirming a strategy based on tailored advice and long-term relationships.
03/24/2026
The bank said the acquisition reinforced its ability to serve a demanding local and international client base, with a particular focus on ultra-high-net-worth individuals.
03/24/2026
Initially designed to enable Partners to sell their businesses outright, it now also supports partial sales, management buy-ins and adviser ownership.
03/24/2026
The master trust is aimed at business owners, directors and senior executives.
03/24/2026
Net operating income grew by 4.7% (5.4% at constant exchange rates) to CHF 1,496.5 million.
03/23/2026
At today’s Annual General Meeting (AGM) of EFG International, shareholders approved all the motions proposed by the Board of Directors, including the payment of a dividend of CHF 0.65 per share.
03/23/2026
Quilter chief executive Steven Levin and academy director Chris Jones addressed the group, outlining the importance of continued professional support as graduates begin their careers in advice.
03/23/2026
Kevin Warsh may need to reassert the US central bank’s independence, but his dovish stance could be positive for equities.
03/23/2026
Winning Best Adviser Website highlights Hoxton Wealth’s commitment to making financial planning more understandable and accessible.
03/23/2026
Thomas Bischoff says the Swiss bank avoids private markets funds that use NAV squeezing to generate short term performance spikes.
03/23/2026
Wealth managers are identified as highly vulnerable to business model disruption as AI-enabled model portfolios and direct indexing platforms offer low-cost alternatives to traditional advisory services.
03/23/2026
The Wealth Planning Team was recognised for its outstanding ability to manage complex, cross-border mandates for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
03/23/2026
GAM Alternatives Fund managers call on Liontrust Asset Management to commence immediate strategic review
03/20/2026
Measured by assets under management, the more than 1,300 independent asset managers (IAMs) in Switzerland operate in a league that is often underestimated even by seasoned observers of the financial center.