Advyzon has introduced Advyzon AI, a built-in AI system within its wealth management technology and data platform for financial advisers and investment managers.

Fidelis Capital has appointed Herb Achey, formerly of U.S. Trust / Bank of America Private Bank, as a partner.

EFG International reported revenue-generating assets under management of SFr196.3bn at the end of June 2026, representing a 21% increase from a year earlier.

Moneta has expanded its international wealth offering into the UK through partnership with London-based Thomson Tyndall.

Hong Kong’s changes to its fund tax exemption is expected to draw more regional and global asset managers to the city, according to KPMG.

Rothschild & Co has named Samantha Beach as a director and client adviser in its UK wealth management business in Manchester.

Julius Baer's first-half profit more than doubled on sustained money inflows, rebounding from prior-year losses tied to credit provisions and a Brazilian divestment.

Malaysia’s CIMB Bank Berhad has introduced CIMB Private Wealth, a wealth segment targeted at affluent clients in ASEAN.

Additiv develops technology used by banks and wealth managers to create and roll out wealth offerings across the customer journey. Its platform is used by financial institutions t ...

The updated approach included a condition stating it would be withdrawn automatically if made public. Credit: Andrii Yalanskyi/ Shutterstock.com. Perpetual has declined an updated A$22.07 ($15.46) per ...

The platform fee is 0.34% and trades will not incur a dealing charge. Credit: MMD Creative/ Shutterstock.com Moneysupermarket is due to introduce an investment platform, giving users the ability to ...