Products

Companies | 19 Nov 25

Crédit Agricole wealth management arm acquires wealth tech firm

Indosuez Wealth Management has acquired Wealth Dynamix

Businessman works on laptop Showing business analytics dashboard with charts, metrics, and KPI to analyze performance and create insight reports for operations management. Data analysis concept.Ai

Companies | 18 Nov 25

Parmenion partners with Mabel Insights to roll out portfolio analysis tools for advisers

Parmenion says it can arm advisers with data to better inform their decisions

Companies | 14 Nov 25

OneVest platform to add four new languages from early 2026

It currently supports English, French and Spanish and is adding simplified Chinese, Japanese, Arabic and Portuguese

Industry | 30 Oct 25

Too many expats still don’t know how platforms can help them

It would be to the advantage of multiple stakeholders to show people that platforms are here to help

The word bonds on wooden cubes with office desktop. Business finance stock exchange concept.

Industry | 28 Oct 25

Growing appetite for international bonds among UK advisers

Two thirds of advisers who recommend international bonds to clients said they do so more now than five years ago