Tag: private banking

CaixaBank has launched GlobalView, a financial positions aggregator that allows its wealth management clients to consolidate and analyse holdings across multiple financial institutions through a...

Prometeia is expanding its international presence through its dedicated Luxembourg branch. The Italy-headquartered advisory and analytics group brings more than 50 years of experience across...

CMB Monaco, a Monaco-based private bank specialising in bespoke private banking services, has completed its migration to the integrated technology platform combining Avaloq and...

LGT Wealth Management UK, a leading private banking and asset management firm backed by the Liechtenstein Princely Family, has selected Addepar, a global data...

Avaloq, a banking software and services provider, and Aladdin Wealth, BlackRock's wealth technology platform, have deepened their partnership with Arab Bank Switzerland, a Swiss...

The great wealth transfer is no longer a future concern — it is happening now. Trillions of dollars are expected to move between generations...

Wealth management is approaching a structural inflection point as artificial intelligence shifts from isolated experimentation to becoming embedded in decision-critical workflows. Across advisory businesses, AI...

NatWest and Evelyn Partners have announced a major transaction that will reshape the domestic private banking and wealth management landscape. The acquisition is designed to...

Germany’s fast-growing Affluent segment is beginning to redefine the country’s wealth landscape, creating one of Europe’s most significant opportunities for banks and wealth managers. fincite,...

HSBC’s Swiss private bank is winding down relationships with more than 1,000 ultra-high-net-worth clients across the Middle East after classifying many of them as...