wealth management

Jun
03

The top brokers and markets for UK investors in 2025: Sharesight

With the ever-growing number of stockbrokers available to UK investors, many are left wondering which is the best broker to suit their needs.

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May
23

DASH partners with S64 to deliver enhanced private market investment access for Australian financial advisers

DASH Technology Group and S64 have partnered to significantly enhance access to private market investments for financial advisory firms and their clients across Australia.

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Apr
30

DTCC appoints Talia Klein as Head of Wealth Management Services

The Depository Trust & Clearing Corporation today announced the appointment of Talia Klein as Managing Director and Head of DTCC’s Wealth Management Services.

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Mar
14

Investopedia names Sharesight best portfolio tracker for DIY investors

Investopedia has named Sharesight the Best Portfolio Tracker for DIY Investors in its 2025 ‘Best Portfolio Management Software Tools’ review.

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Mar
06

Calastone research reveals tokenisation could save US$135 billion for asset management industry

Calastone has today released groundbreaking research, revealing that tokenisation holds the potential to unlock over US$135 billion in cost savings for the asset management industry.

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Feb
19

Preqin announces enhancements to Private Capital Indices

Preqin today announced enhancements to its Preqin Private Capital Indices methodology, resulting in a one-off refresh of all historical index data points.

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Dec
10

UK assets on GBST’s Composer wealth management platform surpasses £200 billion

GBST has seen UK assets on Composer, its wealth administration SaaS solution, surpass £200 billion.  

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Nov
15

S64 launches flagship sustainable infrastructure opportunity for the Australian wealth management industry

S64 and DWS have expanded their partnership with the launch of a sustainable infrastructure focussed Wholesale Australian Unit Trust.

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