02/24/2026
The initial portfolio consists of four residential properties secured through individual acquisitions in highly sought after Berlin micro locations.
02/24/2026
Hugo has overseen the firm’s expansion to include a new Cheltenham office, as well as further bolstering the firm’s Court of Protection and Personal Injury investing proposition.
02/23/2026
Steven Scott, the founding partner of Penta Capital, described Stone Point’s investment as “a significant milestone” for the wealth manager.
02/23/2026
For wealth managers, platforms and retail-facing private equity (PE) products, this creates both opportunity and risk.
02/23/2026
In addition, the bank also introduced «UBS My Way Digital» to receive content from the chief investment office or make portfolio changes via mobile.
02/23/2026
Under this model, SIX assumes the role of a direct participant at Hellenic Central Securities Depository (ATHEXCSD), enabling the safekeeping of Greek equity instruments directly at the central securities depository.
02/23/2026
The collaboration will allow Allfunds clients to leverage MSCI’s market-leading data and analytical insights.
02/23/2026
But Oldfield, who secured the top job in October 2024, said there was “absolutely no reason to think” Cazenove would be sold.
02/23/2026
For decades, the value proposition of private banking was clear: access to exclusive investment opportunities and superior portfolio management.
02/23/2026
In a world characterised by “profound transitions,” he underscored the importance of long-term thinking and reaffirmed Lombard Odier’s promise of continuity and stability.
02/23/2026
Ananda Kautz, member of the management board at the Luxembourg Bankers’ Association (ABBL), will share her vision of wealth management in 2030.
02/20/2026
Discover the hidden tax, pension, and investment risks for US and UK expats, and learn how to navigate them effectively.
02/20/2026
All geographical regions contributed to this growth, particularly France, Italy and Spain.
02/20/2026
Her inclusion reflects her outstanding work and the confidence placed in her by clients and collaborators alike.
02/20/2026
Years of crisis and disruption show that flexibility, trust and operational strength matter as much as performance, but many wealth managers have yet to adapt to this formula
02/19/2026
The UK saw particularly strong year-on-year growth as clients sought stability amid ongoing tax changes.
02/19/2026
The firm reported its new AUM at €107bn, with €5.4bn down to new client money.
02/19/2026
The Group made good progress in the fourth quarter of 2025.
02/19/2026
This mandate further expands our footprint in the region and strengthens our positioning in the segment of UCITS funds promoted by Nordic asset managers.
02/19/2026
Operating expenses remained stable