04/03/2024
From wealth management to life management: what today's rich people want
The fintech industry and its wealthtech investment offshoot are rapidly gaining momentum.
Wealth & Asset Management
04/02/2024
US wealthtech NewRetirement lands $20m in Series A funding
The platform is currently powered by a planning and modelling engine which leverages data and technology to deliver digital tools which are said to enable consumers in the US to “confidently create and manage their own financial plan”.
03/26/2024
UK wealth-building app Belong emerges from stealth
Customers then pay back the Boost loan separately, in small monthly instalments, allowing their investment to continue to grow.
03/22/2024
Wealthtime in talks with FNZ for new platform tech contract
Sources say Wealthtime, which uses GBST, could sign with tech giant FNZ.
03/21/2024
Wealth Dynamix welcomes Luna Investment Management as a new client
Luna Investment Management, like numerous other wealth management firms in the UK, faces an evolving regulatory landscape
03/18/2024
Othis launches personal wealth management platform for individuals and families in Europe with diverse portfolios
With the initial product, Othis targets individuals and families with portfolios of diverse assets.
03/14/2024
Gap Widens Between Leaders and Non-Leaders as Digital Transformation in Financial Services Reaches New Level of Maturity
Firms pacing investments in core technologies and cyber while promise of GenAI and the war for talent becomes the next battleground
03/13/2024
GBST upgrades its Salesforce based WealthConnect practice management system to enhance adviser efficiencies and client outcomes
The cloud-based solution now also boasts enhanced modelling
03/12/2024
Philippines’ Metrobank selects Temenos to advance its wealth management business
Metrobank is implementing Temenos Wealth to improve operational efficiency, elevate the customer experience and support business growth from digital channels
03/11/2024
Navigating the future: Top wealth management trends in Q1 2024
The spotlight on generative AI further exemplifies the industry’s technological pivot.
03/08/2024
NorthWall Capital to Scale its Credit Business with Broadridge’s Sentry Portfolio Management Solution
Broadridge’s Sentry solution brings greater accuracy and transparency to the private credit process and provides front-to-back-office functionality to increase overall efficiency.
03/08/2024
Approval of temporary exemptions from conditions for maintaining the listing in accordance with article 7 Listing Rules and the delisting of Crealogix Holding AG's registered shares
Temporary exemptions from certain conditions for maintaining the listing in accordance with article 7 Listing Rules
03/06/2024
Revolutionising wealth management: How AI and tech are setting new standards
Modern WealthTech software has become a linchpin in enhancing customer retention and fine-tuning investment strategies.
03/05/2024
Could blockchain reshape AML in wealth & asset management?
At its core, a blockchain is a secure, distributed database.
03/05/2024
Vencora acquires CREALOGIX
CREALOGIX was founded in 1996
03/05/2024
Empowering Swiss investors: The rise of client-centric WealthTech solutions
The digital consumerism era compels them to evolve, integrating technology with traditional touchpoints to meet the modern investor’s n
02/27/2024
How additiv helped ATRAM transform wealth management in the Philippines
This case study produced by leading FinTech research firm IBS Intelligence explores the strategic partnership between additiv and ATRAM
02/27/2024
It Can’t Just be about Tech
Meanwhile global equity investors search for further support for the rally from the rest of the world.
02/26/2024
Saudi Arabia's Wealth Management Sector Embraces the Future with Robo-Advisors
Saudi Arabia is at the forefront of financial technology innovation with the rise of robo-advisors. Discover how this digital renaissance is reshaping wealth management in the Kingdom and beyond.
02/23/2024
Security Bank joins Avaloq to digitise its wealth management business
The bank’s wealth management platform will automate and standardise workflows and enable Security Bank to offer a full spectrum of bespoke investment advisory services and products