Utmost Group a connu une forte croissance en 2025, avec des résultats financiers solides et un recentrage stratégique sur les solutions patrimoniales internationales.
At FOAM, Andrea Noormann (3S Money) highlights how cross-border operations, multi-currency flows and structural complexity are reshaping wealth management priorities.
OneLife confirme sa croissance en 2025 avec une collecte de 1,3 milliard d'euros, renforçant son modèle luxembourgeois et sa stratégie centrée sur l'expérience client.
Découvrez la vision de François Mollat du Jourdin sur le rôle d'un family office, alliant gestion de patrimoine et préservation de l'histoire familiale.
Exane Asset Management lance deux ETF actifs adossés à ses stratégies historiques d'actions européennes. Découvrez comment le format ETF transforme la gestion d'actifs.
Erik Nordenskjöld, CIO and co-founder of Citroneer, discusses disciplined asset allocation, diversification and the role of risk premia in long-term portfolio construction.
Découvrez comment The Colour Blue transforme la gestion des family offices avec des solutions innovantes pour une transparence et un contrôle accrus des investissements.
Après six années passées chez UBS AM, Laurent Leca rejoint le bureau parisien de Principal Asset Management en tant que Sales Director sur marchés clés.
La Financière d'Orion lance Orion Executive School pour former les futurs conseillers en gestion de patrimoine, avec des programmes adaptés aux exigences du métier.
Simplify private equity tracking with KeeSystem, a hybrid solution designed to centralize and ensure the reliability of data, reduce the operational burden, and improve portfolio reporting.
Get a clear picture of your financial situation and organize your assets in a constantly changing world with the expert advice of Morgan Zouaoui, founder of Morgan & Cie.
Discover how Flanks’ MCP protocol is transforming wealth management by securely and seamlessly connecting AI with real financial data through a standardized framework.
Indosuez Wealth Management acquires Wealth Dynamix to strengthen its digital strategy by integrating AI into its client lifecycle management solutions.
Cristal Life has made its first acquisition outside the eurozone with the purchase of a building in Bedford occupied by Clearblue, furthering its strategy of geographic diversification.
Marie-Sophie Lecluyse of AMS Patrimoine advocates for a human and ethical approach to wealth management, focused on listening, education, and independence to meet clients’ current needs.
The structural factors that have driven the U.S. dollar over the past three years are losing momentum: the growth gap between the United States and the rest of the world is narrowing, the U.S. Federal Reserve (Fed) has begun cutting its key interest rates, and the European Central Bank...
