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
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Singapore Wealth Management Market Report 2025-2030
Singapore maintains its dominance through strategic advantages in financial infrastructure and regulatory excellence.
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.
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.
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
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
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.
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.
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
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
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.
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.