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.

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.

State Street has posted a net income of $1.08bn for the second quarter (Q2) of 2026, compared with $693m a year earlier, an increase of 56%.

Additiv’s AI-enabled wealth orchestration platform is used by financial institutions to shorten launch times. Credit: Smallroombigdream/ Shutterstock.com Temenos has completed its purchase of ...

The updated approach included a condition stating it would be withdrawn automatically if made public.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 ...