09/19/2025
UBS announced its collaboration with BSK and JET earlier this year, in an effort to raise awareness of the charities and with an aim to increase the firm’s local, social impact commitment.
09/19/2025
The Swiss group sent a letter to several former employees informing them that there had been a cybersecurity breach affecting their data.
09/19/2025
With the new capital, Finary plans to deepen its offering through Finary One, its private-wealth service, and launch AI-driven wealth management tools tailored to the evolving financial habits of Europeans.
09/19/2025
Professionals are catching up: over half now see crypto as key for client engagement, even as concerns about trust in exchanges persist.
09/19/2025
However, 40 percent of women wish they had invested more of their inheritance, compared to 30 percent of men.
09/18/2025
The new agreement will see FNZ continue to provide the core technology that supports AJ Bell’s dual-channel platform, one of the fastest growing businesses in the UK platform market.
09/18/2025
The firms said the collaboration will provide financial advisers with deeper insights
09/18/2025
The adoption of the new Group strategy will be postponed until the end of 2026.
09/18/2025
The partnership demonstrates a shared commitment to raising the bar in terms of service, innovation, and tailored cover for Ireland's HNW individuals and families.
09/18/2025
The investment will support the boutique's growth strategy and profit goal after it recorded a £3.3m annual loss in its first full year of trading.
09/18/2025
The Fund and its associated vehicles successfully secured total commitments of €2.4 billion – comfortably ahead of its €2.0 billion target and more than 70% larger than its €1.4 billion predecessor fund.
09/18/2025
Balancing liquidity needs with a long-term wealth strategy could give you the flexibility you need for all your ambitions.
09/18/2025
The bulk of the sustainable mobilization achieved up to June, specifically 78%; corresponds to financing
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
Investec Bank has increased its stake in Capitalmind AG Switzerland, acquiring a majority shareholding.
09/17/2025
Tweed has grown by buying five businesses over the past seven years
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
BusinessCloud’s 2025 Northern Leaders list will be published later this month ahead of our awards evening on November 20th
09/17/2025
Santander’s digital bank has launched crypto trading in Germany, with a rollout to Spain planned as Europe’s largest lenders accelerate crypto services.