Latest news
BTA Finance partners with Avaloq to modernise wealth management operations
BTA Finance will implement the Avaloq platform to modernise its core wealth infrastructure
Best Practice | 11 Sep 25
Hoxton Wealth launches dual programme to improve employee well-being
It will be available to all staff and their immediate families
Financial planning | 10 Sep 25
Majority of HNW individuals want their wealth to have a positive impact
88% of HNW individuals said they believe their wealth has a positive effect
Ritholtz Wealth Management partners with Altruist to expand access to advice
Ritholtz has built a tiered service model and Altruist will help it scale up this offering
Financial planning | 9 Sep 25
DFM Magnus launches trio of multi-asset funds for Wren Sterling clients
The trio of multi-asset funds will complement Magnus’s managed portfolio solutions range