08/05/2026
Capacity across borders: future-proofing international assets and decision-making
A person may live in one country, hold assets in another, and receive care or treatment in a third.
08/05/2026
A person may live in one country, hold assets in another, and receive care or treatment in a third.
08/05/2026
For the wealth management migration alone, we identified the gaps and found almost 180 minor and major ones, some of which need to be closed to enable the complete migration to the ABN Amro Objectway banking platform.
08/05/2026
The deal links two investment managers, with Pacific offering infrastructure, technology, operations and investor support.
08/05/2026
Jeff Bezos’ namesake investment firm boosted its allocation to US robotics software startup Generalist AI.
08/04/2026
The acquisition is fully aligned with ABN AMRO’s strategy.
08/04/2026
The two firms are CWP’s sixth and seventh acquisitions of 2026, following Dukes IFA, Cutting & Carter, Cairn Independent, JRW and Morgan Law.
08/04/2026
Profit before tax increased by $3.7bn or 23% to $19.5bn compared with 1H25.
08/04/2026
Switzerland ranks fifth globally in Avaloq's inaugural index, showing strong regulatory fundamentals but trailing leading hubs in digital adoption.
08/04/2026
The list highlights individuals who are making a significant impact within the international private client community.
08/04/2026
Those who want to capitalize on this growth must be able to onboard new clients efficiently.
08/03/2026
Crédit Agricole’s wealth management arm is launching four active ETFs on its proprietary infrastructure, targeting €1.5bn in AUM
08/03/2026
The allocation to the asset class will be approximately 5% for the Cirilium Conservative portfolios, and will scale down in line with reductions in fixed income exposure for higher risk profiles.
08/03/2026
Through this transaction, BBVA will integrate Altura Markets into the Group, strengthening its growth strategy in the Markets Services business and consolidating a comprehensive execution and clearing platform for institutional clients.
07/31/2026
At that time, EFG expanded its presence in Switzerland's upscale resorts, along with a branch in St. Moritz, as reported by finews .
07/31/2026
Dubai-based capital markets advisory firm to provide structuring and advisory support for the neobank founded by Corey Payne.
07/31/2026
The National Bank's results depend largely on developments in the gold, foreign exchange, and capital markets.
07/31/2026
The focus of the first edition is the competitiveness of Switzerland's financial centre.
07/31/2026
The granting of the licence follows the official launch of Sanlam Private Wealth in Guernsey earlier this year.
07/31/2026
Director Lisa Vizia has been included in the guide for the first time, joining Executive Director Stefan Aegerter and Independent Director Andrew Needham, who have both retained their individual listings.
07/31/2026
A summary of our H1 2026 financial results.