07/18/2025
Integration will streamline workflows and automate processes for tracking, managing and reporting on alternative investments
07/18/2025
Stephen will be conducting a detailed handover with David as he transitions into his new role.
07/18/2025
Simone Grüninger joins the US giant after tenures at UBS and Credit Suisse.
07/18/2025
The enhancements include the introduction of New Zealand’s first Virtual Banking solution and a market-leading FX API, both designed to increase efficiency, reduce risk, and accelerate investment transactions.
07/18/2025
Wesleyan’s Smoothed With Profits Fund is designed specifically to sit on independent adviser platforms
07/18/2025
The significantly lower interest rate level had a particularly negative impact.
07/18/2025
Established over 30 years ago, the Euromoney Awards are considered the most prestigious awards in the financial industry.
07/18/2025
The Managing Director explains that Valencian autonomy provides a framework for legal certainty, which is extremely attractive to investors from both a domestic and international point of view.
07/18/2025
RBC has also led a new investment round in d1g1t with support from JAM FINTOP to help fuel the fintech's US expansion plans.
07/18/2025
Unified Funds Exemption (UFE) refinements, strong IPO market, and virtual asset regulatory clarity enhance industry competitiveness
07/18/2025
Brian Sheehy, founder of Pinnacle, is set to join Maridea as a senior investment advisor.
07/18/2025
Nearly 55% of GCC clients reported arranging more advisor meetings in response to market volatility, well above the global average.
07/17/2025
The financing was structured as a Green Loan in line with Crédit Agricole Group’s strategy.
07/17/2025
The Asian bank has made two senior hires in the Lion City.
07/17/2025
They want guidance tailored to their needs, access to niche opportunities, and investment partnerships that adapt to change.
07/17/2025
Jar Capital has acquired longstanding Singapore multi-family office Lyra Capital in a cash and stock deal.
07/17/2025
Union Bancaire Privée’s client assets rose by more than 11% to CHF 171.7 billion
07/17/2025
In particular, the AUM of private banking and private wealth management business grew 15% year-on-year to $10.4 trillion (US$1.3 trillion).
07/17/2025
BLKB achieved a solid operating result in the first half of 2025.
07/17/2025
This expansion brings 50 years of international expertise to the UK market, reinforcing the firm’s commitment to meeting clients’ evolving wealth structuring needs.