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New member announcement: Allfunds

One of the world’s leading WealthTech platforms, providing a fully integrated ecosystem

7IM overhauls transfers as part of major platform transformation

7IM launches automated transfer process for new transfers, cutting times by up to 25% and reducing adviser admin as part of its multi-year platform transformation programme.

EFG International Reports Record Half-Year Profit of CHF 221 Million

Net new assets² totalled CHF 5.4 billion, corresponding to an annualised growth rate of 6.5%, above EFG’s target range of 4-6%

Mirabaud builds cautious digital update to traditional business

Lionel Aeschlimann says the future of wealth management and of Mirabaud, the traditional bank which he runs, will be digital, personal and built to last

Women’s Wealth Alliance tackles misconceptions around financial planning roles

Only 36% of women outside the sector would consider financial planning

Wilton Family Office joins Van Lanschot Kempen

After the acquisition, the clients and employees of Wilton will become part of Van Lanschot Kempen.

Metro Bank co-founder launches bank for family offices

Anthony Thomson says the new lender will cater to – and be owned by – family offices and UHNWs

LSE Group and UBS sign multi-year data and analytics deal

The agreement comes at an important time for UBS as the Swiss group continues to integrate the businesses of Credit Suisse, its former Swiss banking rival, after the two firms merged in July last year.

Presentation of the 2025 half-year results of the Julius Baer Group

This media release and other communications to investors contain certain financial measures of historical and future performance and financial position that are not defined or specified by IFRS.

Arbuthnot Banking Group Plc Unaudited results for the six months to 30 June 2025

The Directors of the Company accept responsibility for the contents of this announcement.

Drivers of value creation – Private Banking

The next decade will witness one of the largest intergenerational wealth transfers in history, with UK baby boomers expected to pass down approximately £1.2 trillion to younger generations.

Five years running: Quilter ups forecast for Monthly Income Portfolios again

The upgrade in forecasts follows another successful year where the income delivered came in ahead of estimates.

Metro Bank co-founder raises funds for new lender to family office

Anthony Thomson aims to amass £500mn and build a £10bn balance sheet for latest venture

UBS and LSEG announce long-term strategic partnership

The partnership also positions UBS to benefit from the next-generation capabilities on LSEG Workspace.

CaixaBank, Best Bank for Consumers in Europe and Best Bank in Spain in the Euromoney awards

When selecting CaixaBank as Best Bank for Consumers in both Spain and Europe, the British publication's jury highlighted CaixaBank's focus on quality and customisation of customer service.

Wealth Shortlist Update: abrdn Global Smaller Companies

All three worked closely with lead manager Kirsty Desson, particularly in the analysis of small and medium-sized US companies.

WealthArc now connects to over 140 custodian banks worldwide, solving the toughest data challenge in AI-driven wealth and asset management.

New-generation data feeds across Switzerland, the US, UK, Monaco, and the Bahamas mark a major leap in global coverage.

Wealth and Asset Management