09/28/2026
Bottom Line: Taking Asia’s wealth story to London
In some ways, it felt rather like awards season, which fittingly kicks off this month.
09/28/2026
In some ways, it felt rather like awards season, which fittingly kicks off this month.
09/28/2026
Third-party models now account for 28% of total advised assets on adviser platforms.
09/28/2026
Family offices are exploring Ukraine’s fast-growing defence and technology ecosystem, betting that innovations forged in war can produce lasting private market opportunities
09/28/2026
The session also looked at how trust in family relationships is created, how families can focus on their ‘sphere of competence’ to seek opportunity in a shifting landscape and the enduring value of expert advisers in an age of AI and informati
09/28/2026
On an annual basis, the 26 Swiss cantons generate roughly some SFr5.5bn with the wealth tax. Year after year.
09/25/2026
JM Finn is independently incorporated in the UK and is part of the wider Delen Private Bank & AvH group.
09/25/2026
The picture that emerges is a Swiss private banking sector in consolidation mode, where the old assumptions about size equaling safety no longer hold quite as neatly as they once did.
09/25/2026
In the case of UBS, the parameters have deteriorated significantly in recent days.
09/24/2026
Proposed acquisition was first announced in February
09/24/2026
The order book for the new government bond closed in excess of 112 billion euros, including 2.85 billion euros in joint lead manager demand, the same bank said.
09/24/2026
This will be a drag on economic growth, especially next year.
09/24/2026
The event will also reunite founders and business leaders from across the programme’s alumni network, highlighting their achievements and contribution to the regional economy.
09/24/2026
This growth is accompanied by an increase in assets under management.
09/23/2026
Transferring wealth between generations remains a delicate exercise, and yet a Lombard Odier study found that fewer than one quarter of wealthy families have put a structured long-term plan in place.
09/23/2026
The settlement constitutes another important milestone in resolving legacy matters and in further de-risking EFG’s balance sheet.
09/23/2026
It aims to accelerate the execution of the 2030 strategic plan while enabling BNP Paribas Asset Management to fully capitalize on the broader BNP Paribas ecosystem.
09/23/2026
There has been a string of deals in the UK in the wealth management and financial advice market in recent years as firms look for greater scale and attempt to capitalise on rising demand for wealth services.
09/23/2026
GKB meets the requirements for participation in this facility and can therefore access additional liquidity provided by the SNB against collateral quickly and in an orderly manner when needed.
09/23/2026
Lulworth is a discretionary investment management firm focused on delivering a personalised service and portfolio construction to high-net-worth clients.
09/23/2026
For the Bank, it creates a reliable pipeline of skilled colleagues.