01/07/2026
The recognition forms part of a wider industry awards programme highlighting firms that have demonstrated exceptional growth, innovation and client focus within private wealth and asset management.
01/06/2026
Global stocks resumed their ascent in December, notching all-time highs in dollar terms.
01/06/2026
Private banking used to be about marble lobbies, discreet meetings, and opaque products.
01/06/2026
The investment management fee is 0.15 per cent and the underlying OCF is 0.40 per cent-0.46 per cent depending on risk profile.
01/06/2026
Firm among finalists at Citywealth Magic Circle Awards 2026.
01/06/2026
The integration of Credit Suisse has always been less about branding and more about systems.
01/02/2026
Private markets have taken a central role in global asset management and 2026 will see greater momentum behind the expansion of this market in the wealth space.
01/02/2026
Income streams can be diverse and often fluctuate year to year, from dividends, carried interest, rental income, or business profits.
12/30/2025
Albert Saporta and Randel Freeman call for full transparency on the fairness analysis and a materially improved price to protect minority shareholders
12/30/2025
The UK wealth market offers opportunities in retail savings and investments, with a focus on affluent segments holding significant liquid assets. Deposits remain key, growing steadily.
12/29/2025
For decades, asset and wealth managers have co-existed separately.
12/24/2025
As private banking evolves in Europe, ING is carving out a distinctive approach that combines digital innovation with personal guidance. T
12/24/2025
Barclays and NatWest are both through to the second round of an auction of Evelyn Partners, which manages nearly £64bn in assets, Sky News learns.
12/24/2025
Happy New Year to all
12/23/2025
They justified the move by citing a modest recovery in Japan’s economy, a tight labor market, and high levels of corporate profits despite the impact of tariffs.
12/23/2025
MUFG analysts argue that persistent franc strength would increase pressure on the SNB to respond through a combination of renewed currency intervention and potentially reintroducing negative interest rates.
12/23/2025
There are many reasons why wealthy individuals choose to live in Switzerland and invest their assets there.
12/23/2025
CaixaBank was the first bank in Europe to launch this service, with a unique value proposition in the market
12/22/2025
The capital protected note, indexed to Euribor 3M and tailored for professional clients, was digitized using the BlockInvest platform and registered on a public blockchain.
12/22/2025
Shortlisted in three categories and winner of Wealth Management Technology Platform of the Year in the Swiss market