07/27/2026
Global forces reshaping modern succession and wealth transfer
This in turn is greatly increasing the demands on advisors and wealth owners to plan effectively for the transfer of assets across generations in this changing environment.
07/27/2026
This in turn is greatly increasing the demands on advisors and wealth owners to plan effectively for the transfer of assets across generations in this changing environment.
07/27/2026
SLIB will also broaden Objectway's client base with major European asset servicers, broker-dealers and banks, alongside strengthening Objectway's long-standing relationships with shared clients such as BNP Paribas.
07/27/2026
Financial advisers using both platforms can now access Bordier UK’s five Blended Managed Portfolio Service model strategies and four Risk Targeted Decumulation Service model strategies.
07/27/2026
They must build and manage a portfolio which matches their liabilities while protecting and stabilising their economic and regulatory capital position.
07/24/2026
The company recorded a continued increase in client activity and fee generation thanks to a continuously improving client sentiment since the second half of 2025.
07/24/2026
This deal saw Martin Gilbert join as a non-executive director, while Rebecca Shelley is set to step down from the board later this year.
07/24/2026
Assets under management stood at CHF 252.2 billion as of June 30, 2026.
07/24/2026
'Withers provides thoughtful, detailed, and comprehensive development and implementation of strategies, opportunities and options.
07/24/2026
UBP has had a solid first half of the financial year.
07/24/2026
Investment supports the company's lending and Earned Wage Access growth strategy.
07/24/2026
Recent financial reports and market data show that UBS Group has been able to grow key profit metrics despite a demanding environment for global deal-making and capital markets issuance.
07/23/2026
The meeting was chaired by Jean Lemierre.
07/23/2026
As usual, the Pulse section outlines all the key developments in regulation, tax and compliance across global markets
07/23/2026
Bermuda partner and head of the firm's trusts and private wealth practice Keith Robinson has been named a Star Individual for the fourth consecutive year.
07/23/2026
Philippe Turrian of Bank Syz speaks about what lies ahead for the 'first mover' bank.
07/23/2026
Among this year’s standout achievements are the two new team rankings.
07/22/2026
Assets under Management now exceed CHF 200 billion after the successful closing of the Quilvest acquisition on 21 July 2026
07/22/2026
The auditing firm Deloitte issued an unqualified audit opinion on the bank's annual financial statements on July 20. Berenberg closes the year 2025 with a net profit of €20.2 million.
07/22/2026
Skybound Wealth has strengthened its Athletes & Creators division with the appointment of former Scotland international Christophe Berra as a qualified Private Wealth Adviser.
07/22/2026
A new study from wealth manager Quilter suggests that long-term couples are increasingly planning their future finances independently and acting ‘financially single’ despite sharing every other aspect of their lives.