06/11/2026
Titan Wealth adds £900mn of AUA with Progeny International purchase
The acquisition of Progeny Group’s international arm, which is subject to regulatory approval, will add 13 financial advisers and offices in Hong Kong and Singapore.
06/11/2026
The acquisition of Progeny Group’s international arm, which is subject to regulatory approval, will add 13 financial advisers and offices in Hong Kong and Singapore.
06/11/2026
Exceeding the three billion Swiss franc mark in assets under management underscores the trend toward digitalization in asset management and the growing confidence investors have in technology-driven investment and retirement solutions.
06/11/2026
UCITS Funds Provide Climate Focused Core Equities Strategies
06/10/2026
The sub-fund will be managed by PIMCO, as well as other fund managers in time
06/10/2026
They add the Vision Court-based endeavour is supporting more than 4500 clients and managing assets worth more than £400 million.
06/10/2026
Data management should not be the preserve of specialists or a technical team
06/10/2026
Corient becomes the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high- and high-net-worth clients.
06/10/2026
The transaction was targeted at European institutional investors and the proceeds will be used for general corporate purposes.
06/10/2026
These systematic equity strategies are based on advanced mathematical models, while giving a central role to the fund managers’ judgement in defining and monitoring investment approaches.
06/10/2026
Through this partnership, CBH Bank will support the Team's international racing program and broader sporting development across key competitions throughout the season.
06/09/2026
Pictet has announced the final close of its oversubscribed Monte Rosa Co-Investments VI private equity fund.
06/09/2026
The unified brand reflects a shared commitment to delivering a more seamless, high-quality client experience.
06/09/2026
When it comes to banking and asset management in Norway, DNB is impossible to overlook.
06/08/2026
For Philippe Gay, Head of the Swiss Offering at Lombard Odier, it is precisely at times like these that discipline, a long-term vision and a holistic approach to wealth management make the difference.
06/08/2026
The acquisition of additiv further strengthens Temenos’ offering in Wealth Management with native mass-affluent capabilities and a proven AI-enabled orchestration layer.
06/08/2026
These awards reflect the dedication, collaboration and expertise of colleagues across the Private Bank and beyond.
06/08/2026
In a world where information is abundant and investment solutions are widely accessible, the true differentiator lies in structure, discipline, and the ability to connect financial decisions to human dynamics.
06/08/2026
The newly acquired unit will underpin the launch of Penning's new wealth management arm, Penning Wealth.
06/05/2026
Brooks Macdonald Strategic Partnerships launches to help independent financial advice firms scale for the future
06/05/2026
The debate is no longer centered on the validity of tokenization itself, but rather on the execution and robustness of the infrastructure needed to support its development