09/18/2025
With geopolitical shifts, regulatory pressures and a historic transfer of wealth underway, EFG International is betting on trust, talent and targeted growth, says CEO Giorgio Pradelli
09/17/2025
Notably, 55 percent of clients in the region reported increasing their meetings with advisers in response to marketvolatility, substantially higher than the global average.
09/17/2025
The firm will deliver financial advice to both individuals and businesses, with a focus on realistic, supportive planning that encourages ambition without fear.
09/17/2025
The division is led by Jorge Schnura, co-founder and chief executive of Turing Capital, who has been appointed president of Keyrock Asset and Wealth Management
09/17/2025
The programme, which has been launched in partnership with Lyra, the largest employee wellbeing provider in the world
09/15/2025
Through her inclusion in the national list, she is noted as combining a strong academic record and class topping exam results with a firm commitment to continuous self-improvement and professional development.
09/15/2025
At the event, Madeleine Debney, co-founder at Otto, spoke to the use of AI in wealth management, noting that some AI companies are focusing more on the safe and ethical use of AI.
09/15/2025
This expansion follows the June launch of a US dollar-based private credit fund of funds, which raised around USD100 million in its first month, driven by strong interest from Asian clients.