04/14/2026
By designing agentic AI to operate within defined limits as part of Composer, GBST’s clients can automate complex, high-volume wealth administration processes that currently require significant manual intervention.
04/14/2026
The Berne Financial Services Agreement breaks new ground in cross-border regulation
04/14/2026
It has four advisers, approximately £340 million in assets under management and has also developed an Adviser Academy focused on developing the next generation of financial advisers.
04/14/2026
With this move, the Zurich-based asset manager aims to advance succession and continuity planning; finews reported on this.
04/14/2026
And it is that eye on tomorrow’s success that is driving Carroll, who joined Rathbones in March 2022 as chief investment officer before being promoted to chief executive of Rathbones Asset Management.
04/14/2026
In 2025, the J. Safra Sarasin Group signed a deal with the previous shareholders to acquire a majority stake in Saxo Bank.
04/14/2026
Advisers who recognise this early will be better placed to support clients through change, rather than reacting to it later.
04/13/2026
Stephen Jackson, Head of Coutts Family Office Wealth Planning, writes on the importance of nurturing responsibility and the purpose shared by generations as they pass on family wealth.
04/13/2026
This became Alliance Witan in 2024 and is now part of the FTSE 100
04/13/2026
Adds to partnerships with J.P. Morgan Asset Management and T. Rowe Price
04/13/2026
The court said UBS could not be held responsible for alleged misconduct connected to events that took place long before the emergency takeover of Credit Suisse.
04/13/2026
Shifts in market leadership so far in 2026 underscore the importance of staying focused on long‑term fundamentals.
04/10/2026
From ESG integration to entrepreneurial liquidity, Brown Shipley explores the five key priorities redefining private banking for today’s digital-native wealth creators.
04/10/2026
The members of the Board of Directors and of the Executive Board were discharged for the 2025 financial year.
04/10/2026
The renewed agreement will see Titan Wealth continue as front-of-shirt sponsor for the men’s first team, alongside significant branding and activation across the club.
04/09/2026
The deal brings together two independently focused advice firms with a shared emphasis on personalised, whole-of-market financial planning.
04/09/2026
When markets are uncertain, it may be tempting to make changes even when we know that we shouldn't mess with our established strategy. What are some good ideas to "scratch the itch" of action bias?
04/09/2026
The Supervisory Board and Management Board are very much looking forward to a direct and open exchange with our shareholders.
04/09/2026
The shares were repurchased for general business purposes, including employee equity incentive plans and/or the financing of potential acquisitions.
04/09/2026
We see clear value in AI’s ability to improve efficiency and automate manual tasks within wealth management.