09/10/2025
Atomos partners with Fincalc for new digital workflows
Atomos said the partnership supports its ambition to become a leading wealth management and financial planning firm
Wealth and Asset Management
09/10/2025
Singapore Wealth Management Market Report 2025-2030
Singapore maintains its dominance through strategic advantages in financial infrastructure and regulatory excellence.
09/09/2025
UniCredit selects FNZ to transform its securities services offering
This agreement expands FNZ’s European footprint and underscores the strength of the business already trusted by more than 650 financial institutions worldwide.
09/09/2025
Strategic growth journey continues for AAB
This deal represents AAB Wealth’s fourth acquisition in the last 15 months as it continues its longer-term momentum to scale rapidly across the UK.
09/09/2025
WisdomTree’s Jonathan Steinberg Wins ‘CEO of the Year’ at 2025 Wealth Management Industry Awards
Award Honors Steinberg’s Visionary Leadership and Industry-Shaping Innovation
09/09/2025
Broadridge Ranked #3 in the 2025 IDC FinTech Rankings Top 100, Wins Capital Markets Transformation Award
Broadridge remains in the top three ranking for third consecutive year
09/09/2025
Indosuez expands Ticino location with banker team
Indosuez aims to position itself as a leading partner for entrepreneurs, families and private customers in the Italian-speaking part of Switzerland in its home market.
09/09/2025
Private markets give banks an operational headache
Private markets are still geared to institutional investors making large subscriptions. Wealth players delving into this area risk an administrative mess.
09/09/2025
Broadridge Acquires Retirement Plan Technology Provider iJoin
Combined capabilities will help record keepers, financial advisors, asset managers, and insurers improve retirement participant outcomes and unlock growth opportunities
09/08/2025
Wealth Management Industry Awards Celebrates Excellence and Innovation at 11th Annual Ceremony
Record-breaking participation highlights industry growth as winners announced at prestigious Cipriani 42nd Street gala
09/08/2025
NBK Wealth names head of UAE private banking
The wealth management arm of National Bank of Kuwait Group manages $22bn in assets as of the end of 2024.
09/08/2025
Syz Group triples its half-year profit 2025
The minority shareholders' share of profit amounted to CHF 844,000, resulting in a net profit for the Group 's shareholders of CHF 6.5 million.
09/08/2025
Rothschild in deal with LLB to boost its wealth management ops in Dubai
The agreement with LLB will bring around 20 employees to Rothschild & Co’s Wealth Management business
09/08/2025
Standard Chartered wealth and retail head urges diversification amid correction risks
‘There could be another correction. These things happen,’ Standard Chartered’s Judy Hsu says
09/08/2025
Citi to Deliver New Customized Portfolio Offering Powered by BlackRock to Citi Wealth Clients Globally
Harnesses the power and scale of two global leaders in wealth
09/08/2025
Hargreaves Lansdown opens up access to private markets through pensions
The funds invest in private assets that can potentially generate higher returns, as well as public investments that are easier to sell.
09/08/2025
Cerity to merge with New York financial advisory firm Graypoint 
Graypoint’s clientele includes high-net-worth and ultra-high-net-worth individuals and institutions.
09/08/2025
Investors more concerned about wealth transfer than returns
The research also showed investment returned mattered less for the company’s clients.
09/08/2025
Global banks rush into Credit Suisse vacuum to serve Swiss companies
JPMorgan and Deutsche Bank among lenders competing for country’s businesses
09/05/2025
Citi’s Asia private bank ramps up hiring as strong capital inflows drive regional rally
Growing number of wealthy clients want to take advantage of market rallies and alternative investments like hedge funds and private equity