07/23/2025
New member announcement: Allfunds
One of the world’s leading WealthTech platforms, providing a fully integrated ecosystem
Wealth and Asset Management
07/23/2025
7IM overhauls transfers as part of major platform transformation
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
Netwealth targets the ultra-wealthy with new platform
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
Standard Chartered: UAE leads key markets in HNW allocation to sustainable investments
UAE investors allocate the highest share of their portfolios to sustainable investments among eight markets surveyed globally for new report
07/23/2025
EFG International Reports Record Half-Year Profit of CHF 221 Million
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
Mirabaud builds cautious digital update to traditional business
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
Women’s Wealth Alliance tackles misconceptions around financial planning roles
Only 36% of women outside the sector would consider financial planning
07/23/2025
DBS Private Bank, Hamilton Lane offer customised private assets solution in Asia
Amid current market turbulence, investing in private assets can offer investors meaningful diversification and enhance portfolio resilience
07/23/2025
Citi Targets Middle East Money With Push to Hire Private Bankers
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
Standard Chartered reveals growing appetite for transition investing in latest Sustainable Banking Report
Data highlighted that interest in transition investing alongside sustainable investing more generally is overwhelmingly high at 87% and 83% respectively.
07/23/2025
High-net-worth customers at banks surge amid popularity of wealth management
The development is explained by the surging popularity of private banking services provided by the lenders.
07/23/2025
Eton Solutions Announces Strategic Partnership with Asas Capital to Launch ‘Family Office as a Service’ in the Middle East
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
Goldman Sachs to Launch Private Credit Collective Investment Trust for the Defined Contribution Market
New Private Credit CIT To Be Part of Great Gray’s Panorix Target Date Series
07/22/2025
Report: Echelon records Q2 record for wealth management M&A
The RIA investment bank logged 102 announced deals in the wealth management space during this year's second quarter.
07/22/2025
How Centers Of Influence Choose Wealth Managers
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
J.P. Morgan advisors named to Barron’s top 100 women list
Three advisors ranked in the top 10 in the country
07/22/2025
Taiwan’s KGI Bank opens first Hong Kong branch with focus on wealth management, family offices
Private banking and private wealth management assets in Hong Kong jumped 15 per cent in 2024 to HK$10.4 trillion
07/22/2025
Thidatip Thitikarunwong on Bridging Generations and Elevating Client Engagement in Asia's Wealth Management Landscape
These digitally savvy individuals, often educated abroad, bring with them a different set of expectations compared to their predecessors.
07/22/2025
UBS, Rand Merchant Bank lead financial adviser M&A rankings in MEA for H1 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
LSE Group and UBS sign multi-year data and analytics deal
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.