06/02/2026
Over two days, the programme brought together senior leaders and specialists from across the bank to explore the forces shaping wealth management today, alongside the longer-term questions many families are navigating as assets, leadership and decision-ma
06/02/2026
The new venture will combine Lawrence Stephens’ legal support with Fidelius’ financial planning offering.
06/01/2026
Their inclusion places them among a select group recognised for excellence in advising high-net-worth and ultra-high-net-worth clients.
06/01/2026
Corient becomes the world’s largest non-bank wealth manager and multi-family office focused on serving ultra-high- and high-net-worth clients.
06/01/2026
Customers are guided through a short, attitudinal-based assessment that considers their investment attitudes, alongside questions that assess their capacity for loss and approach to risk.
06/01/2026
She will focus on ensuring that each new relationship is introduced with a clear articulation of the bank’s investment offering and strategic outlook.
06/01/2026
The company has appeared in the listing since 2005.
06/01/2026
Going forward, CICC will continue to leverage wealth management as a strategic pillar to better serve the "bringing in" and "going global", injecting fresh momentum into financial high-standard opening up.
05/29/2026
Fast-growing private equity firm has inked a spate of deals since raising its debut £160m fund last year
05/29/2026
A private bank is built to handle such complexity, with bespoke solutions appropriate for each stage of the entrepreneur's journey.
05/29/2026
Group-wide deployment of a unified investment risk framework across Wealth Management, Private Banking and Asset Management
05/29/2026
La Vallette has been redeveloped with accessibility, durability and sustainability at its core. Facilities now include modern changing rooms, a café, spaces for events and educational activities, and a new outdoor catering area.
05/29/2026
The WealthBriefingAsia Awards celebrate excellence and innovation across the private banking, wealth management and trusted adviser communities in Asia.
05/29/2026
A distinctive feature of the bank is its focus on real asset investments, particularly in infrastructure.
05/29/2026
Businesses are doubling down on technology investment, with rising AI investment now matched by a sharp increase in cybersecurity spending.
05/28/2026
This reflects Investec’s continued support for clients across the market through debt capital, alongside its growing ability to deliver larger ticket sizes and support larger transactions.
05/28/2026
Investors can benefit from the GQE Team’s holistic quantitative investment approach, which combines advanced data science with human insight in seeking to generate alpha while carefully managing risk.
05/28/2026
Majority of those surveyed plan strategic portfolio changes, increase diversification across currencies, and deepen investment in artificial intelligence amid a more complex, global investment landscape
05/28/2026
Private equity-backed consolidator Cinerius Financial Partners has acquired the Hamburg-based firm Honestas.
05/28/2026
Transaction unites two premier, full-service banking and wealth management platforms with complementary experience in international financial centers and attractive Caribbean markets to create a $29 billion financial institution