03/23/2026
At today’s Annual General Meeting (AGM) of EFG International, shareholders approved all the motions proposed by the Board of Directors, including the payment of a dividend of CHF 0.65 per share.
03/23/2026
Quilter chief executive Steven Levin and academy director Chris Jones addressed the group, outlining the importance of continued professional support as graduates begin their careers in advice.
03/23/2026
Kevin Warsh may need to reassert the US central bank’s independence, but his dovish stance could be positive for equities.
03/23/2026
Winning Best Adviser Website highlights Hoxton Wealth’s commitment to making financial planning more understandable and accessible.
03/23/2026
Thomas Bischoff says the Swiss bank avoids private markets funds that use NAV squeezing to generate short term performance spikes.
03/23/2026
Wealth managers are identified as highly vulnerable to business model disruption as AI-enabled model portfolios and direct indexing platforms offer low-cost alternatives to traditional advisory services.
03/23/2026
The Wealth Planning Team was recognised for its outstanding ability to manage complex, cross-border mandates for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
03/23/2026
GAM Alternatives Fund managers call on Liontrust Asset Management to commence immediate strategic review
03/20/2026
Measured by assets under management, the more than 1,300 independent asset managers (IAMs) in Switzerland operate in a league that is often underestimated even by seasoned observers of the financial center.
03/20/2026
The Citywealth Powerwomen Awards USA celebrate leadership, innovation and progress towards greater equality across the financial services industry.
03/20/2026
In 2025, its fee income rose 20% year-on-year and net flows increased 139%
03/20/2026
The instinct to act is not irrational, but it can be expensive, and this expense can go unnoticed.
03/20/2026
These awards celebrate the depth of expertise, technical strength, and consistently high-quality client service delivered by our Private Wealth specialists.
03/20/2026
Samuel Leach, head of investor relations at TAB, says the wealth channel will play a central role in the growth of private credit
03/20/2026
Geopolitical tensions, economic polarisation, protectionist policies, and climate change continue to challenge the global economy.
03/20/2026
The publication of its 2025 annual report is scheduled for late April 2026.
03/19/2026
From this date, new mortgages may include an interest-only portion of up to a maximum of 30% of the property value.
03/19/2026
In an environment of low interest rates and a normalised Swiss monetary policy, that strength requires bold, diversified asset management in order to enhance returns.
03/19/2026
In the year in which the new brand was launched, CaixaBank Wealth Management increased its AUMs to €189.22 billion, 14% more than in 2024
03/19/2026
Italy stood out as a compelling destination for ultra‑high net worth individuals.