09/07/2026
To compete for these clients, banks are using "tied agent contracts"—which offer 1-3% of assets plus about half of future revenue as an upfront payment—leading to a fierce war for poaching bankers.
09/07/2026
This new 5,300-square-metre building will bring all 270 employees of the Monegasque private bank under one roof to encourage more collaboration between teams and enrich the client experience.
09/07/2026
Government bond yields have risen sharply. But in our view that predominantly reflects stronger growth, persistent inflation and a return to more normal levels.
09/07/2026
Both have extensive experience with wealth advice in Northern Norway and know the market and the region well.
09/07/2026
Northern Trust will support Warwickshire Pension Fund with asset servicing capabilities that bring custody data, reporting and performance information together helping support the Fund’s evolving requirements.
09/07/2026
The aim is to build and introduce agentic AI tools over a much shorter timeframe.
09/07/2026
The rebranding reflects the Swiss bank’s growing integration within the Intesa Sanpaolo Group, which acquired full ownership of the bank in January 2026
09/07/2026
The office will be supported by a team of six regional wealth specialists and financial planning, tax and investment teams based in Davy's Dublin headquarters.
09/04/2026
The role of a wealth manager extends far beyond simply managing an investment portfolio.
09/04/2026
The publication identified Norwegian investment firm Hawk Infinity as the likely buyer, although neither party has officially confirmed the transaction.
09/04/2026
She will begin her career in financial planning with the firm while working towards further professional qualifications and gaining practical experience alongside the company’s established advisers.
09/04/2026
As an asset class, government bonds played an important role as a calming diversifier against the more volatile stock market.
09/03/2026
This is what has ultimately lead him to become one of the best Wealth Management Adviser’s in High Wycombe.
09/03/2026
The transactions form part of Lync's strategy to build a leading wealth management business across the UK, with Northern Ireland identified as a key growth market.
09/03/2026
The opening of the Zurich office comes in the year in which Delen Suisse celebrates its 30th anniversary and its parent company its 90th anniversary.
09/03/2026
Investment in AI and digital have improved productivity, across both client-facing and support functions.
09/03/2026
Achieved net inflows from open business of £2.4 billion despite a volatile external environment, demonstrating the Group’s ability to deliver diversified growth across segments and markets.
09/03/2026
These half-year financial results reflect the bank’s strong commercial momentum and successful execution of its strategic priorities.
09/03/2026
Despite this, only a quarter of financial institutions have so far managed to decouple growth from rising costs.
09/02/2026
It adds the deal – approved by the Financial Conduct Authority – will mean “no changes” to client services.