06/27/2025
They also recognise the ever important marketing and press function within financial services and the challenges they face as they switch to ESG stakeholder models.
06/27/2025
Brown Advisory is in advanced talks with Marylebone, in a move which will pave the way for it to offer endowment-style offering for non-US clients.
06/26/2025
The Citywealth Brand & Marketing Awards celebrate outstanding achievements in brand development, strategic marketing and digital innovation across the global wealth management, private client and financial services sectors.
06/26/2025
Far from a statistical curiosity, this mass movement of millionaires represents the largest voluntary transfer of private capital in modern history.
06/26/2025
Oxfam’s new analysis examines the failures of a private investor-focused approach to funding development.
06/26/2025
The Bank now deploys an expanded range of products and services, encompassing the combined expertise of the asset management teams at Gonet and Dynagest, serving private and institutional clients.
06/26/2025
The great wealth transfer is already underway, as baby boomers begin transferring trillions of dollars to millennials and Generation Z, who are inheriting more money and at younger ages
06/26/2025
Quintet offering developed in collaboration with BlackRock, leveraging the firm’s evergreen private markets platform
06/26/2025
The statistics show that the overall tax gap is estimated at 5.3% of total theoretical tax liabilities, equating to £46.8 billion.
06/26/2025
This approach places emphasis on a long-term investment strategy and enables the scheme to focus on high-conviction investments in private markets.
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.