Kathrin Wehrli, who held posts across investment management and private and corporate banking, has been appointed chief ...

The hire brings more than two decades of experience across private banking, asset allocation and investment strategy.

Citywire’s latest ratings date reveals top managers backing more companies in areas less exposed to the febrile AI trade, including healthcare and India.

The wealth firm is also facing a £4m profit downgrade following an adviser exodus at its planning network, while there are signs its freeze on enhanced due diligence clients is starting to thaw.

The prime minister is proposing a curb on non-compete clauses. Advice CEOs and M&A specialists say the move would see more adviser movement between firms.

Michael Papageorge of Helfin Financial Services is named Citywire Financial Adviser of 2026 and winner of the Investment ...

Rising correllations and precious-metals concentration are complicating construction for multi-asset managers.

Advisers cannot promise to recover stolen money. They can help clients contain the damage, make sound decisions and rebuild a workable plan.

Allianz Global Investors (AllianzGI) has hired a senior private markets investment specialist from Julius Baer. Based in Hong Kong, Maggie Chan will cover the firm’s private markets offering across ...

Pravar AI, which emerged from stealth mode last month, has raised $1.1m thus far, including an angel round led by Hans-Paul Bürkner.

Corso’s departure comes just three months after EFE promoted him into the C-suite. After working as EFE’s senior vice president of marketing since 2024, the company elevated Corso in July to the chief ...

Atlanta-based Full Scope Wealth Group added Mark Lerner and Ryan Rouille as managing partners last week, Securities and Exchange Commission filings show. The two were affiliated with MassMutual’s ...