Managers of Wealth Fintech

InvestCloud Delivers Client Lifecycle Management Platform for Rathbones Group PLC

The launch of the InvestCloud platform is an important step in our journey of enhancing our digital capabilities across the group

Etops Group AG to become part of a European wealthtech group backed by Pollen Street Capital

Etops currently serves approximately 100 clients across the wealth and asset management sectors through its versatile etopsOS platform.

SEI Unveils New Direct Index and Factor Investment Strategies

SEI-Managed Investment Options Bolster Choice, Control, and Customization in SMA and UMA Solutions Through Managed Accounts Program

Kuwait’s Boubyan Bank selects Temenos to modernize retail, corporate and private banking platform

Boubyan is migrating to Temenos’ modern core banking platform to enhance business agility and operational efficiency

Study shows SEC expected to be lenient on digital assets in the year ahead

The research found that 68% of those surveyed expect the SEC to ease regulations, while only 35% foresee stricter controls.

Rathbones live with Iress’ Xplan

Rathbones selected Iress to join its group of service and technology partners because of the modularity of Iress’ solution

AI Insights: Investments, Innovation, and Industry Transformation

Financial institutions today are using AI mainly to increase operational efficiency, and not necessarily to generate revenue.

OneDigital Bolsters Wealth, Retirement Plan Advisement in Western US

The aggregator pens its 18th acquisition in 2024 by bringing on $1.6 billion ASI Wealth Management.

Wealthify revolutionises FinTech with new in-house developed platform

The new platform, developed entirely in-house, incorporates numerous back-office functions directly under Wealthify’s control.

BoBo Fintech: Revolutionising Wealth Management For The New Generation Of Ultra-High-Net-Worth Individuals

Bourgeois Bohème also called BoBo Fintech, a cutting-edge wealth platform, is redefining the way affluent clients manage their finances, blending high-tech functionality with high-end lifestyle services.

Credicorp Capital goes live with Temenos Multifonds on SaaS

New platform enables Credicorp Capital, part of one of Latin America’s largest financial groups, to handle larger fund transaction volumes across countries with greater stability and agility

Over half of Asia's wealth managers want a tech refresh, says Avaloq

Enhanced data visualisation and increased process automation are among the top functions desired by wealth managers

GeoWealth scores $18 million invvestment from

These enhanced offerings are all designed to optimize the user experience for advisors, enabling them to provide flexible investment solutions to the clients that they serve

Endowus x Intellect Wealth & Wellbeing Report: 40% of Gen Z and Millennial Workers in Hong Kong Often Think About Leaving Their Jobs

The findings of the study establishes a virtuous, cyclical relationship between high levels of financial wellbeing and personal wellbeing.

German wealthtech Bunch lands $15.5m Series A

The company has now bagged a total of $22 million to date and claims that private funds oversee around €2 billion in assets via its offering.

Capgemini H1 2024 results

Capgemini generated revenues of €11,138 million in H1 2024, down -2.5% year-on-year on a reported basis and -2.6% at constant exchange rates*.

WealthBlock addds new functionality for investor onboarding, marketing and reporting

The platform delivers the most superior user experience, interface and functional design to support any workflow, investor journey or reporting that asset managers require to support investors.

S64 Announces Successful Close of Series A Funding Round with investments from HPS Investment Partners and Sumitomo Mitsui Trust Bank

This investment will support the firm’s ambition to unlock rising demand from private investors seeking access to a leading range of global alternative investment opportunities.

Risk Management in Consulting and Wealth Management: Adequacy and Portfolio Analysis

One of the most impacted aspects is portfolio risk management . Regulation requires rigorous monitoring of market, credit and liquidity risks for the assets of private clients advised.

Franklin Templeton and SBI Form JV For Digital Assets

Franklin Templeton and SBI Holdings have signed a Memorandum of Understanding to establish a joint venture in Japan

Wealth & Asset Management