AJ Bell’s platform reported more than £96bn in assets under administration as of 30 June 2025. Credit: T. Schneider/Shutterstock.com. Wealth management technology provider FNZ and AJ Bell, an ...

According to HSBC, the platform was created in-house and leverages a large language model from OpenAI. Credit: William Barton/Shutterstock.com. HSBC Private Bank has introduced a new platform called ...

CVC Capital is currently evaluating the possibility of purchasing a “majority” share of Avendus Capital, a stake presently ...

The changes come as BlackRock aims to increase its market value over the next five years. Credit: Tada Images / Shutterstock.com. BlackRock, the world’s largest asset manager, has expanded its global ...

Private equity firm Tavistock has agreed to purchase a 76.59% stake in UK-based financial advisory company Lifetime.

The requirements proposed by the government indicate that UBS may need to secure up to $26bn in additional core capital. Credit: Richard Juilliart/Shutterstock.com. The Swiss Senate has turned down a ...

Bernstein Private Wealth Management has appointed Gregory Kadet and Cecily Bolding as managing directors in its private ...

Fairstone has assets under management of around £20bn and a client base exceeding 120,000. Credit: Jirapong Manustrong/ Shutterstock.com Steven Cooper, the chief executive of the Aldermore Bank, is ...

A federal judge has granted preliminary approval to Vanguard Group's $25m settlement of a lawsuit regarding excessive tax ...

Arrowpoint is among a select group of Asia-based firms that employ a business model similar to that of larger global hedge funds. Credit: simon jhuan/Shutterstock.com. Arrowpoint Investment Partners ...

Family offices are evolving rapidly as wealth passes between generations, technology reshapes back-office operations, and new investment opportunities arise.

The US Securities and Exchange Commission has removed longstanding constraints that limited retail investors’ access to private funds.