06/26/2025
The annual awards are globally recognised as a benchmark of excellence in the private client industry, celebrating the highest standards of service, innovation, and professionalism across the wealth management sector.
06/25/2025
There are just 1,064 holders of the certified financial planner certificate, and 3,110 CISI chartered wealth managers. Very few hold both qualifications.
06/25/2025
These key trends are highlighted in the latest global survey of asset and wealth managers from Citi and Create-Research.
06/25/2025
This acquisition marks a key milestone in Shaw and Partners’ growth strategy as it formally enters the New Zealand market and strengthens its presence across the broader Trans-Tasman region.
06/25/2025
The group posted an adjusted profit before tax of £48.3m, down from £67.4m the previous year.
06/25/2025
Talks with private capital firms have focused on operational hurdles for retail customers
06/25/2025
Switzerland has made significant progress in this space—but the full potential hasn’t yet been realized.
06/24/2025
The long-term implications for Europe and the UK’s economic competitiveness and investment appeal are significant.”
06/24/2025
The German lender has various office-related initiatives underway including the goal of achieving net zero carbon emissions by 2050, a global workplace utilization program and improving staff's workplace experience.
06/24/2025
This acquisition would enable Indosuez Wealth Management to assert its leading position on the Monegasque market in which it has been present since 1922.
06/24/2025
The seven model portfolios will be rebalanced monthly in line with the current MPS range to reflect market changes and the central investment team’s asset allocation decisions.
06/24/2025
The categories assess a broad range of criteria including excellence in client service, innovation, and employee engagement across the private client industry over the prior year.
06/24/2025
The company notably lacked a FINMA asset management license, operating without formal regulatory oversight.
06/24/2025
The company is now taking off – with expansion plans beyond the DACH region.
06/23/2025
The top performing fund is riding the wave of a significant shift in sentiment shift towards the UK.
06/23/2025
SFOs offer a centralized structure to manage everything from capital allocation and tax strategy to philanthropy and generational wealth transfer.
06/23/2025
Following the deal, O'Connor is continuing to work closely with Suttons and will be the main point of contact for his clients.
06/23/2025
The recognition reflects the strength and consistency of our global Debt Advisory platform, which continues to deliver leading independent advice across a wide range of financing situations.
06/23/2025
This year’s awards attracted a high number of entries, with 337 submissions across 25 countries.
06/23/2025
The UAE imposes no personal income tax, capital gains tax, or inheritance tax