07/28/2025
The number of True Wealth customers has increased to approximately 35’000, corresponding to growth within the same percentage range.
07/28/2025
FNZ is backed by some of the world’s largest institutional shareholders
07/25/2025
Thomson is aiming to adopt a hybrid approach, combining advanced AI and digital banking services with dedicated relationship management.
07/25/2025
In addition to traditional wealth management, the bank’s ARCHIP solutions cater to private clients, external asset managers, family offices, and blockchain/crypto firms.
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
It is in this context that the comparison with the American SMA model becomes central: a nimble, digital, already operational, and profitable model.
07/22/2025
Under the Pledge 1% movement, Airwallex has committed a portion of its equity, product, profit, and employee time to community initiatives.
07/21/2025
Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale
07/21/2025
In a new CNBC interview, the Indianapolis-based Sanctuary Wealth says conditions are conspiring to push risk assets such as the stock market to new record-high levels by the end of the year.
07/16/2025
The partnership leverages Avaloq's core banking technology to enhance operational efficiency and client service.
07/14/2025
The increasing trend toward mergers and restructurings is further reducing the number of banks and highlights the increasing difficulty for many institutions to compete.
07/11/2025
The announcement highlights that Avaloq has been supporting LGT with its versatile Avaloq Core Platform for about 20 years, and this latest joint creation is an important milestone in the two companies' cooperation.
07/11/2025
For functions such as payments and client reference data management, Lombard Odier deliberately uses market-standard solutions.
07/08/2025
Söderberg and Partners Wealth Management has been expanding its presence across the UK, investing in independent financial advisers (IFAs),helping them grow, drive efficiencies and benefit from innovative, new propositions and solutions for clients.
07/07/2025
Cloud transformation is no longer just a trend in wealth management – it's a necessity.
07/07/2025
Using the Synpulse8 Wealth Cockpit as a baseline, the KBank Private Banking and Synpulse team delivered a bespoke RM front-end tool to manage the end-to-end Private Banking customer investment journey.
07/03/2025
Acquisition will enhance Broadridge’s global fund distribution, data and regulatory service capabilities and reinforce its role at the intersection of funds and distributors
07/02/2025
The innovative Allfunds platform will enable streamlined trade execution, settlement, and reconciliation processes.
07/02/2025
As Family Offices grow in significance for investment and legacy preservation, the Hub aims to offer comprehensive knowledge that blends academic research with practical insights to address the real challenges families face when managing multigenerational
07/02/2025
Effective June 30, the business will now operate under the name Archway and deliver integrated technology and outsourced services that support the accounting, investment management, and reporting needs of family offices and financial intermediaries.