Latest news
Swiss wealth manager Indosuez acquires Banque Thaler
Indosuez Wealth Management now holds 100% of the capital of Banque Thaler
Wealthspire Advisors snaps up $380m RIA
Marin Financial Advisors has over $380m AUM
Financial planning | 27 Aug 25
Skybound Wealth launches division for sports professionals and creators
The new division, Athletes & Creators, will focus on planning tailored for these careers
Investment | 26 Aug 25
Marlborough appointed investment manager of Whitechurch Securities’ third party DFM service
It follows Ascot Lloyd’s acquisition of Whitechurch last year
FNZ employees secure initial win in $4.6bn legal case
The employee shareholders allege that FNZ directors transferred up to $4.6bn away from them