04/05/2023
Payments will unlock the next digital wave for wealth managers
The industry is facing the ‘great wealth transfer’ in the coming decades, and the younger generation will expect a seamless digital offering as the norm.
Wealth & Asset Management
04/04/2023
VP Bank partners with digital assets firm
The tie-up is with Metaco, which has also agreed deals with Citi and a subsidiary of Société Générale.
04/04/2023
Private banking startup Kashet raises £5.4 million
Kashet has already obtained FCA licenses in the UK, including E-Money, AISP, and PISP licenses.
03/28/2023
Digital Customer Experience and Wealth Management: time to act
Expansion and retention of the customer base, better data management and differentiation from competitors: these are the most important opportunities that the Digital Customer Experience can offer the wealth management industry.
03/28/2023
PATRIZIA and iCapital announce partnership to expand private wealth offering
It provides solutions to three specific societal challenges: affordable housing, green real estate as well as inclusion & connectivity.
03/27/2023
Is the future of the wealth management industry here?
Then almost exactly three years ago, when the government put the United Kingdom into lockdown in the wake of the coronavirus pandemic the future was brought forward.
03/27/2023
Kiatnakin Phatra Securities selects Temenos to enhance its wealth management platform
The front-office capabilities of Temenos Wealth will enable Kiatnakin Phatra Securities to digitise more operational elements, broaden the range of products and increase front-office sales efficiency, helping it enhance client interactions and attract a n
03/27/2023
Linedata opens new Singapore office
Linedata’s state-of-the-art technological solutions are well suited to the Singaporean financial market and can support its suite of investment fund structures, such as the Variable Capital Company.
03/21/2023
SS&C's Black Diamond Wealth Platform Expands Financial Planning Capabilities with RightCapital Collaboration
This two-way integration enhances one of the more popular integrations by natively pulling key financial planning data from RightCapital into Black Diamond's platform as account and portfolio information flow from Black Diamond to RightCapital.
03/20/2023
Morgan Stanley Wealth Management to create bespoke OpenAI model
In addition, it was considering using OpenAI technology to enhance advisers’ notes and streamline client communication.
03/17/2023
Wealthy Investors, Family Offices Reallocate Funds Following SVB Collapse
Experts say that SVB's collapse has been a wake-up call for wealthy individuals with cash reserves.
03/15/2023
Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI
Morgan Stanley currently OpenAI’s only strategic client in wealth management
03/10/2023
Masttro Secures $43 Million Growth Equity Investment Led By FTV Capital
Investment will expand Masttro’s global reach as leading software platform serving high-net worth ecosystem
03/07/2023
Droit gets UBS backing for expansion into wealth management
“We are also excited to join UBS Next’s portfolio of fintech companies and look forward to partnering with them on building out our wealth management capabilities.”
03/06/2023
Knowledge is power: The roadmap to digital distinction for wealth management firms
The wealth management industry is rapidly evolving and digitsation is at the very core of this transition.
03/06/2023
David Esfandi: You never stop learning
CGWM CEO discusses inflation, the positive impact of Consumer Duty and making wealth management more attractive
03/03/2023
Liechtenstein bank Kaiser Partner joins SIX Digital Exchange for digital securities
Kaiser joins four Swiss banks, UBS, Credit Suisse, Zürcher Kantonalbank and Berner Kantonalbank, that are already CSD members.
03/01/2023
Liechtenstein’s Kaiser Partner Privatbank joins SIX Digital Exchange
As part of its strategic efforts to grow its network of participating members, SDX welcomes Kaiser Partner Privatbank as a new member on its Central Securities Depository (CSD), the first SDX member bank from Liechtenstein.
03/01/2023
AssetCo and Westwood establish US footprint
This process will start this year and will also include the subsidiaries of AssetCo such as River and Mercantile, SVM, Saracen, and Rize ETF.
02/28/2023
Allfunds publishes its preliminary 2022 financial results and announces the closing of the MainStreet majority stake acquisition
It also announces that the acquisition of a majority stake in MainStreet Capital Partners Limited (‘MainStreet’), has closed following completion of customary closing conditions.