12/09/2025
Instead, across all tiers of the business, demand for increasingly complex personalized services, asset protection planning, and access to new markets presented both an opportunity and a challenge for the industry.
12/09/2025
Enhances performance and scalability, expands multi-regional market coverage and accelerates innovation for clients
12/09/2025
The University of Oxford and UBS are proud to announce the launch of the Oxford-UBS Centre for Applied Artificial Intelligence (AI).
12/09/2025
For some in wealth, the net effect of this cash influx has been positive
12/09/2025
The fund will invest in fixed-income strategies; a second fund to be launched next year will invest in a hedge fund of funds.
12/09/2025
The following companies in the Channel Islands, with offices in Jersey and/or Guernsey, have also been shortlisted for awards
12/08/2025
James Gladstone, Head of Wealth Planning, and Jonathan Brownlow, Wealth Planning Director, shared their thoughts on the impact of the latest UK Autumn Budget for clients.
12/08/2025
PODCAST: Alistair Shipp, Capco’s wealth management lead, says upskilling will be critical as firms gear up for the wealth landscape of 2030.
12/08/2025
Royal Bank of Canada, Lloyds and NatWest are also in the frame to bid for the private equity-owned wealth manager by Wednesday this week.
12/08/2025
Reflecting the ongoing evolution of these funds, Amati is pleased to announce the appointment of Georges Lequime, fund manager on the Strategic Metals Fund and Mikhail Zverev, fund manager on the Global Innovation Fund, to the Amati Board.
12/08/2025
Other financial institutions, including NatWest Group, Lloyds, and Royal Bank of Canada, have also shown interest in acquiring Evelyn.
12/08/2025
Starting in 2026, this will include an expansion of BAFTA’s long-standing Prince William BAFTA Bursary Programme to help individuals facing financial barriers to progress in their careers.
12/08/2025
This can help access funds for a variety of goals — from property purchases and intergenerational gifting to tax planning and short-term liquidity.
12/08/2025
Moneybox partners with Amundi to bolster its wealth proposition with launch of three low-cost investment funds for pension customers
12/05/2025
Winners of the 10th Annual Private Banking Awards Switzerland announced" was originally created and published by Private Banker International, a GlobalData owned brand.
12/05/2025
The awards are part of a global programme run by WealthBriefing and its sister publications WealthBriefingAsia and Family Wealth Report, encompassing all the world’s major wealth management centers.
12/05/2025
Powerful trends in capital expenditure and accelerating adoption are likely to drive further growth for AI-linked stocks.
12/05/2025
Starting in 2026, this will include an expansion of BAFTA’s long-standing Prince William BAFTA Bursary Programme to help individuals facing financial barriers to progress in their careers.
12/05/2025
This year’s Awards demonstrated once again how Jersey and Guernsey’s profiles as significant international financial centres continue to rise and do so against a backdrop of global change.
12/04/2025
At the same time, despite a steady improvement in client activity, Leonteq recorded a notable reversal of positive hedging contributions and expects to report an underlying loss for 2025.