09/09/2026
This acquisition significantly expands Shackleton’s presence in Scotland, positioning the firm as a clear leader in the provision of independent financial advice across the country.
09/09/2026
From today, Danske Bank’s Private Banking clients will have access to the new advisory solution, Butterfly™.
09/09/2026
From IHT on pensions to tax on cash savings, households can prepare for what is known, says Chief Financial Planning Director Emma Sterland
09/09/2026
Holding the Spanish GP at the MADRING circuit in Madrid marks a return of the highest-level of racing competition to the region after a 45-year hiatus.
09/09/2026
YUMO by UBS is a new learning platform that explains financial and economic concepts in Switzerland in an interactive, practical, and easy-to-understand way.
09/09/2026
The award recognises the Objectway Founder and Group CEO for more than three decades of entrepreneurial leadership, innovation and contribution to the evolution of WealthTech across Europe.
09/08/2026
Luxury assets often form part of a much wider picture encompassing businesses, investments, property and family wealth across multiple jurisdictions.
09/08/2026
At the same time, technology is increasingly becoming an accepted expectation among clients.
09/08/2026
As businesses expand production capacity, build new facilities overseas, and strengthen supply chains, demand for banking services and financing solutions along the Taiwan-Germany corridor continues to rise.
09/08/2026
DWS to introduce Deutsche Asset Management as new global brand identity
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.