As we reflect on 2025, we are proud of the progress Forte Wealth Advisory has made in delivering on our mission to provide accessible, regulated, and transparent wealth advisory services. This year brought significant milestones across every area of our business.
Key Milestones
Our client base grew substantially during the year, with a particular increase in demand for wealth advisory and Shariah-compliant guidance. We expanded our advisory team with the addition of three experienced professionals, bringing fresh expertise in portfolio management, Islamic finance, and regulatory compliance.
We also introduced several new wealth solutions that expand the range of advisory services available to our clients. These were developed in response to feedback from our clients and reflect our commitment to innovation within a compliant framework.
Client Experience Improvements
Throughout 2025, we invested significantly in enhancing our client experience. The launch of our upgraded client portal — featuring real-time reporting, secure messaging, and mobile optimisation — represents a major step forward in how we serve our clients. We also introduced quarterly investment review sessions, providing clients with regular, structured updates on their portfolio performance and market outlook.
Looking Ahead
In 2026, we plan to continue expanding our service offerings, enhancing our digital capabilities, and deepening our advisory expertise. We remain committed to our founding principle: that every client deserves access to the kind of wealth advisory services that were once available only to the largest institutions.
We thank our clients, partners, and team members for their trust and support throughout the year. We look forward to continuing this journey together.