10/07/2025
This partnership highlights Apex Group’s continued expansion in the Middle East and reinforces its role as the partner of choice for innovative wealth and asset managers operating in a highly regulated jurisdiction.
10/07/2025
The implementation also includes Broadridge’s SWIFT services and trade settlement monitoring, while performance measurement and portfolio simulation capabilities will be powered by Confluence’s Revolution, a Broadridge strategic partner for pe
10/07/2025
BNP Paribas’ Securities Services business supports asset managers in optimizing their operating models.
10/07/2025
Partnership to create GLIDE, a platform targeting US$5 billion of high-quality warehouses across the GCC
10/07/2025
The affected clients, spanning Saudi Arabia, Qatar, Lebanon, and Egypt, have already begun receiving closure notices.
10/07/2025
UK banks, including Lloyds, are still underrepresented in wealth management compared with European peers.
10/07/2025
Redemptions from Special Situations are still causing the firm a headache, and sales to international investors have yet to come to fruition.
10/07/2025
The private markets specialist is expanding its team in Switzerland due to increasing demand.
10/07/2025
Based in Dersingham near King’s Lynn, Allen Tomas & Co currently advises more than 260 clients and manages £120m worth of client assets.
10/06/2025
Key players such as HSBC and Standard Chartered reported resilient deposit inflows and new-to-bank customer growth, supported by heavy investment in distribution networks.
10/06/2025
They can now advise home loan customers on investments and insurance.
10/06/2025
But extraneous factors, including the so-called great rotation, look likely to have a major effect on developments.
10/06/2025
The greatest benefits of wealth management come from holistic, integrated financial planning.
10/06/2025
Ritholtz Wealth was two guys, two blogs and a few hundred million under management but it just hit $6 billion, up from $2.8 billion in 2022, with zero outside capital and only one M&A deal for FutureAdvisor)
10/06/2025
This acquisition marks a major milestone in the development and growth journey of BNP Paribas Wealth Management in Europe.
10/06/2025
The case for hedge funds is stronger now than for years, and with skilled managers producing more alpha in the current environment, it makes sense to increase allocations, argues BlackRock experts
10/06/2025
Further innovates to introduce Signature CIO Islamic Funds
10/06/2025
With custody moving from commoditised utility to a new sphere of innovation in wealth management, leading players are starting to reassess their back-office arrangements
10/06/2025
The platform is supported by the Bank’s wealth advisory arm, the Chief Investment Office (“CIO”).
10/06/2025
The collaboration reflects Osaic’s broader strategy to equip advisors with advanced digital tools that strengthen client relationships and enable holistic financial advice.