GBP/USD 1.365 EUR/GBP 0.863 GBP/JPY 197.007 EUR/USD 1.178 GBP/AUD 2.087 USD/JPY 144.351 USD/CAD 1.361 AUD/USD 0.654 CAD/JPY 106.073 EUR/CAD 1.603 GBP/CAD 1.857 AUD/CAD 0.890 AUD/JPY 94.389 AUD/NZD 1.082 EUR/AUD 1.802 GBP/USD 1.365 EUR/GBP 0.863 GBP/JPY 197.007 EUR/USD 1.178 GBP/AUD 2.087 USD/JPY 144.351 USD/CAD 1.361 AUD/USD 0.654 CAD/JPY 106.073 EUR/CAD 1.603 GBP/CAD 1.857 AUD/CAD 0.890 AUD/JPY 94.389 AUD/NZD 1.082 EUR/AUD 1.802
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Finance News – Wealth Management

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The Guardian – Business • Jul 01, 2025

To all who think capitalism can drive progressive change, it won’t – and here’s the shocking proof |...

Aberdeen Group’s abrupt termination of a long-standing fund dedicated to inequality research highlights potential shifts in corporate priorities that may affect future investment i...

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Finextra Wealth • Jun 25, 2025

Raymond James Ltd invests in wealth management platform FNZ

Raymond James Ltd. has partnered with a leading global platform provider to enhance its wealth management services, potentially increasing operational efficiency and client asset g...

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Finextra Wealth • Jun 25, 2025

Raymond James Ltd selects FNZ wealth management platform

Raymond James Ltd.’s collaboration with FNZ aims to enhance its wealth management capabilities, potentially improving operational efficiency and client service within Canada’s inde...

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Cointelegraph • Jun 19, 2025

XBTO, Arab Bank Switzerland launch BTC yield product for institutional clients

The collaboration between XBTO and Arab Bank Switzerland highlights growing interest among financial institutions to offer cryptocurrency-based investment opportunities within thei...

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Finextra Wealth • Jun 19, 2025

Arab Bank Switzerland to launch yield-bearing bitcoin product wor HNW clients

Arab Bank Switzerland’s new collaboration with XBTO aims to introduce a Bitcoin investment option designed to generate income, potentially enhancing portfolio diversification for h...

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Finextra Wealth • Jun 19, 2025

Mambu and Light frame collaborate on core banking package for wealth management

The partnership between Mambu and Light Frame is expected to enhance operational efficiency and drive revenue growth by delivering an advanced banking platform designed to meet the...

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Business Insider Markets • Jun 16, 2025

Chubb Life Hong Kong Launches Chubb 1792 Club: A New Era in Tailored Wealth Management Services

Chubb Life Hong Kong’s introduction of a specialized client program aims to enhance personalized financial planning, addressing growing market needs for advanced legacy and asset m...

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The Block • Jun 04, 2025

JPMorgan to offer crypto ETF financing, considers letting clients use crypto as loan collateral: rep...

JPMorgan’s decision to include cryptocurrency in clients’ asset calculations may enhance borrowing capacity and expand financing options within its wealth-management services.

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Finextra Wealth • Jun 02, 2025

Sidekick and PlannerPal win Pimfa WealthTech AI tech sprint

The victory of Sidekick and PlannerPal highlights their innovative use of artificial intelligence to improve efficiency throughout wealth management operations, potentially driving...

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Finextra Wealth • May 21, 2025

Amplify adds Schwab's Mark Fischer COO

The appointment of Mark Fischer as chief operations officer is expected to enhance Amplify's operational capabilities, supporting the company's sustained expansion and increasing c...

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Finextra Wealth • May 15, 2025

FNZ welcomes Cornelia Coman as group head of Europe and Tom Chard as head of growth

The addition of Cornelia Coman and Tom Chard to FNZ’s executive team reflects the company’s strategic focus on expanding its presence and driving future financial performance acros...

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City A.M. • May 08, 2025

Rathbones: Fee income dips amid market turmoil

Rathbones Group experienced a decline in wealth management revenue and a reduction in assets under management during the first quarter of 2025, influenced by market instability lin...

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City A.M. • May 06, 2025

How to shield your pension from Labour’s inheritance tax raid

A recent study highlights that only a small fraction of estates utilize surplus income gifting strategies to minimize inheritance tax impacts on retirement savings, indicating pote...

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Globe and Mail Investing • May 02, 2025

How this money manager is riding out volatility with quality stocks

Jennifer Tozser from National Bank Financial Wealth Management is increasing investments in quality stocks like Oracle and RBC to navigate current market volatility and enhance fin...

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CNBC Business • May 02, 2025

Standard Chartered beats first-quarter profit expectations on strong growth in wealth management

Standard Chartered reported higher-than-anticipated first-quarter profits, primarily driven by a significant 28% year-on-year growth in operating income from its Wealth Solutions d...

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Finextra Wealth • Mar 27, 2025

Robinhood moves into wealth management and private banking

Robinhood’s expansion into wealth management and private banking marks a strategic effort to diversify its revenue streams and attract a broader range of clients beyond stock tradi...

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Finextra Wealth • Jun 07, 2023

Collaboration is key: Future focus for Temenos, Cognizant & ABN AMRO

The partnership between these firms aims to enhance digital banking solutions, potentially improving operational efficiency and driving long-term revenue growth through innovative...

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