07/04/2025
Experts from BBVA and the BBVA Microfinance Foundation participated in the event where they stressed the need to promote the energy transition in emerging economies and boost development funding.
07/04/2025
TrinityBridge has sharpened its focus on delivering integrated wealth management, as competitors move toward off-the-shelf, one-size-fits-all financial products.
07/03/2025
The last trading day of the Senior Notes will be 11 July 2025.
07/03/2025
This marks Shackleton’s fourth acquisition of the year and brings its total assets under advice and management to just over £8bn.
07/03/2025
Philanthropic Swiss private banks are navigating a new landscape, transformed by AI, climate change and disinformation
07/03/2025
As the first partner in this initiative, Schroders brings its global active management approach and expertise to the region, supported by Allfunds’ local regulatory and distribution capabilities.
07/03/2025
Fund aims to outperform its benchmark, the Bloomberg Global Treasury Total Return Index USD hedged
07/02/2025
Brooks Financial brings together all former financial planning companies under one unified brand
07/02/2025
The mandate covers all of Syz Asset Management’s funds totalling over CHF 3 billion.
07/02/2025
Taxation of the super-rich is a vital tool to secure sustainable development and fight inequalities.
07/02/2025
While global wealth is on the rise, Britain is losing its entry-level millionaires
07/01/2025
The acquisition expands Rothschild & Co's portfolio of services for Swiss Wealth Management clients across succession planning, taxation services and real estate consulting.
07/01/2025
The team believes that despite the rally, risks to growth and inflation remain elevated particularly in light of uncertainty around tariffs.
07/01/2025
It’s not the first time that IQ-EQ has received recognition in this field.
07/01/2025
The acquisition brings with it around 300 skilled professionals from offices worldwide, including an experienced senior management team.
07/01/2025
The transaction sees 75 staff who support the EPFL business, predominantly based in Glasgow, transfer across to Thesis.
06/30/2025
The model enables advisers to offload compliance and back-office burdens while retaining control and focusing on growth.
06/30/2025
Sebastien Herren exits Grosvenor to join Goldman Sachs in Geneva, in a return to the banking space.
06/30/2025
The implementation of the agreement is expected to commence in early 2026 through a phased client migration.
06/30/2025
While acknowledging that it will “take time to have full visibility” on the situation