02/20/2026
Cross-Border Wealth Management and Tax Planning for US and UK Expats in Poland
Discover the hidden tax, pension, and investment risks for US and UK expats, and learn how to navigate them effectively.
02/20/2026
Discover the hidden tax, pension, and investment risks for US and UK expats, and learn how to navigate them effectively.
02/20/2026
All geographical regions contributed to this growth, particularly France, Italy and Spain.
02/20/2026
Her inclusion reflects her outstanding work and the confidence placed in her by clients and collaborators alike.
02/20/2026
Years of crisis and disruption show that flexibility, trust and operational strength matter as much as performance, but many wealth managers have yet to adapt to this formula
02/19/2026
The UK saw particularly strong year-on-year growth as clients sought stability amid ongoing tax changes.
02/19/2026
The firm reported its new AUM at €107bn, with €5.4bn down to new client money.
02/19/2026
The Group made good progress in the fourth quarter of 2025.
02/19/2026
This mandate further expands our footprint in the region and strengthens our positioning in the segment of UCITS funds promoted by Nordic asset managers.
02/19/2026
Operating expenses remained stable
02/19/2026
The group led by Carlos Alberto Morales combines a specialised team with a technology infrastructure developed in Luxembourg over the past decade
02/18/2026
Fairstone chief executive Steven Cooper CBE said passing £1bn so quickly underlined the appeal of the proposition.
02/18/2026
Deutsche Bank AG DB is set to expand its emerging markets private banking operations, according to a Reuters report, which was published in Yahoo Finance. The German bank intends to add up to 50 relationship managers this year within its Private Bank
02/18/2026
We are complementing our organic growth with a new series of acquisitions announced over the past 12 months.
02/17/2026
The group will actively add further partners who share the values of highest quality, sustainable development, and strong local client relationships
02/17/2026
Migros Bank relies on a stable refinancing structure to support the growth of its customer loans.
02/17/2026
EFG’s clients will gain access to a wide range of Capital Group’s leading investment solutions tailored to their goals and risk profile.
02/17/2026
The Combined Group will operate with significant scale and capabilities in the world’s largest financial centers with a presence in more than 40 markets in total.
02/17/2026
The award recognises the quality and consistency of service delivered to private clients across the islands, underpinned by a highly personalised, relationship-led approach.
02/17/2026
Indosuez Wealth Management, the wealth management subsidiary of the Crédit Agricole Group, announces that its Swiss entity has finalized the integration of Banque Thaler, marking a significant milestone in its development in Switzerland. Effective
02/16/2026
Swiss private bank targets rising millionaire class and cross-border investment flows