Managers of Wealth Fintech

Wealth-tech OneVest raises $20m in Series B financing

This approach allows for significant savings in implementation time and costs compared to traditional legacy systems and manual operations.

How UBS Deploys Microsoft AI Platform in Global Operations

The bank selected Microsoft Azure after determining that packaged solutions wouldn't meet its requirements for data security and customisation.

SEI Reports Fourth-Quarter 2024 Financial Results

Relative to the fourth quarter 2023, EPS increased by 31%, and revenue and operating income grew by 15% and 43%, respectively, with operating margins increasing to 26%.

UBS, Microsoft Collaborate to Transform Wealth Management with AI-Powered Platform

The partnership enhances client service, streamlines operations, and drives digital innovation across UBS’s global banking divisions using Microsoft Azure's cutting-edge technology

OneVest raises $20m

The round was led by Salesforce Ventures

Global Securities Class Actions Surge in 2024 Broadridge Report Highlights $5.2 Billion in Settlements and an Increase in New Federal Filings Two Years in a Row

Mega settlements on the rise as antitrust settlements maintain record pace

Holborn Assets Unveils New App to Optimise Wealth Management

One of the app's stand-out features is its ability to track residency and citizenship by investment applications.

Carey Olsen and IQ-EQ Support Deep Blue on the Launch of Jersey’s First Stablecoin

Carey Olsen advised on the legal and regulatory aspects of DBUSD’s issuance

Eton Solutions partners with Trigen Wealth

This strategic collaboration is set to redefine wealth management for Ultra-High-Net-Worth (UHNW) and High-Net-Worth (HNW) families across the country.

Zurich Fintech Boosts BlackRock’s Cross-Border Wealth Solutions

The announcement was made jointly by both companies on Monday.

BoBo revamps app to simplify household financial management for HNWIs

This level of customisation is ideal for managing the complex household finances of wealthy families.

Objectway supports Baader Bank to propel its 'Road to Future' program

By leveraging Objectway’s solutions and expertise, Baader Bank aims to enhance scalability and drive improved business performance.

What banks will spend almost 60 billion on in 2025

At the same time, the generational change taking place among investors will ultimately demand a new level of digitalization.

Wealth management, co-living spaces, AI chatbots among fastest-growing businesses in Singapore

Companies from these sectors accounted for approximately 40 per cent of the list compiled by The Straits Times and global research firm Statista.

Wealth Access to Integrate With Q2 Digital Banking Platform

Wealth Access said it delivers deep insights that fuel hyper-personalized banking interactions, strengthen customer loyalty, and drive increased revenue.

SIX takes over Swiss fund information service

This makes it the sole shareholder of the provider of Swiss fund information.

StashAway sees investment deposits double in 2024

Its HNW and emerging HNW were more likely to invest in a diversified portfolio.

Farther Partners with SignalPoint Asset Management, Managing $650 Million in Client Assets

SignalPoint was founded as an independent RIA in 2008 with a deeply personal approach to wealth management.

The challenges of Wealth Management 4.0

Given this context, investments in technology play a crucial role for industry players, and are estimated to grow next year as well.

Can NextGen tech make wealth management more human?

Adopting as-a-service models and cloud-based technologies allows wealth managers to modernise outdated applications and operations management.

Wealth & Asset Management