07/23/2025
New member announcement: Allfunds
One of the world’s leading WealthTech platforms, providing a fully integrated ecosystem
07/23/2025
One of the world’s leading WealthTech platforms, providing a fully integrated ecosystem
07/23/2025
7IM launches automated transfer process for new transfers, cutting times by up to 25% and reducing adviser admin as part of its multi-year platform transformation programme.
07/23/2025
It is said the platform will support wholesale investors with “advanced capabilities, exclusive branding and a differentiated service experience”, and is set to launch in the second half of 2025.
07/23/2025
UAE investors allocate the highest share of their portfolios to sustainable investments among eight markets surveyed globally for new report
07/23/2025
Net new assets² totalled CHF 5.4 billion, corresponding to an annualised growth rate of 6.5%, above EFG’s target range of 4-6%
07/23/2025
Lionel Aeschlimann says the future of wealth management and of Mirabaud, the traditional bank which he runs, will be digital, personal and built to last
07/23/2025
Only 36% of women outside the sector would consider financial planning
07/23/2025
Amid current market turbulence, investing in private assets can offer investors meaningful diversification and enhance portfolio resilience
07/23/2025
James Holder, who assumed leadership of the unit’s Middle East operations this year, said in an interview that he aims to recruit private bankers to serve territories including Dubai, Saudi Arabia and Abu Dhabi.
07/23/2025
Data highlighted that interest in transition investing alongside sustainable investing more generally is overwhelmingly high at 87% and 83% respectively.
07/23/2025
The development is explained by the surging popularity of private banking services provided by the lenders.
07/23/2025
This collaboration will launch the Middle East’s first “Family Office as a Service” platform, combining Asas Capital’s regional expertise with Eton’s cutting-edge ERP technology to transform wealth management for ultra-high n
07/22/2025
New Private Credit CIT To Be Part of Great Gray’s Panorix Target Date Series
07/22/2025
The RIA investment bank logged 102 announced deals in the wealth management space during this year's second quarter.
07/22/2025
Understanding the criteria COIs use to choose which wealth managers to refer and collaborate with can be crucial for the success of wealth management practices.
07/22/2025
Three advisors ranked in the top 10 in the country
07/22/2025
Private banking and private wealth management assets in Hong Kong jumped 15 per cent in 2024 to HK$10.4 trillion
07/22/2025
These digitally savvy individuals, often educated abroad, bring with them a different set of expectations compared to their predecessors.
07/22/2025
UBS topped by value, with $1.6bn in advised deals, while Rand Merchant Bank led by volume, with four deals to its credit.
07/22/2025
The agreement comes at an important time for UBS as the Swiss group continues to integrate the businesses of Credit Suisse, its former Swiss banking rival, after the two firms merged in July last year.