Focus Financial Partners Network Firm Badgley Phelps Expands with Acquisition of Marshall & Sullivan
They specialize in managing portfolios containing individual equities, fixed-income securities, and alternatives.
Wealth and Asset Management
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Apex Group partners with Wealthbrix to power independent, next-gen wealth management from DIFC
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.
Supporting the Transformation of Private Asset Management
BNP Paribas’ Securities Services business supports asset managers in optimizing their operating models.
Blackstone and Lunate Announce Strategic Partnership to Invest in GCC Logistics
Partnership to create GLIDE, a platform targeting US$5 billion of high-quality warehouses across the GCC
Swiss Finance & Property Group Modernizes Investment Operations with Broadridge’s Front-to-Back Platform
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
HSBC tightens AML controls with Middle East exit
The affected clients, spanning Saudi Arabia, Qatar, Lebanon, and Egypt, have already begun receiving closure notices.
Could Lloyds buy Quilter? Bank sees logic in a wealth play
UK banks, including Lloyds, are still underrepresented in wealth management compared with European peers.
Liontrust progress ‘slower than hoped’ as Q3 outflows hit £1.2bn
Redemptions from Special Situations are still causing the firm a headache, and sales to international investors have yet to come to fruition.
Harbor Vest strengthens its presence in Zurich
The private markets specialist is expanding its team in Switzerland due to increasing demand.
Fairstone expands in East Anglia with latest acquisition
Based in Dersingham near King’s Lynn, Allen Tomas & Co currently advises more than 260 clients and manages £120m worth of client assets.
OCBC launches upskilling programme for mortgage specialists
They can now advise home loan customers on investments and insurance.
Asian Cross-Border Wealth Management Shows Strong Momentum in 2Q25, Bolstering Bank Earnings Outlook
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.