Managers of Wealth Fintech

Wealth management startup Sidekick scoops £3.33 million in pre-seed funding

The funding round, which was led by Ocotopus Ventures with participation from Seedcamp and Semantic

Envestnet and FNZ team up

The integration of Envestnet’s and FNZ’s platform will allow for real-time account opening and funding along with digitally automated servicing and maintenance capabilities for the full lifecycle of the client account.

Indonesia's Bank Central Asia signs with Avaloq

BCA is one of the key players in Indonesia’s banking sector, operating more than 1,000 branch offices throughout the country.

UBS launches digital wealth management platform, WE.UBS, in Shenzhen, China

The platform provides both local and global investment solutions through a robust selection process, dedicated investor education as well as 24-hour tracking based on market developments.

Janney Taps SS&C for Investment Performance Measurement and Reporting

SS&C offers a strong combination of advanced and scalable technology and operational expertise.

Moneybox offers trading in individual US stocks

Moneybox helps people build wealth with confidence

Envestnet launches Wealth Data platform

This expansion of the Wealth Data Platform is possible through Envestnet’s partnership with Snowflake, the Data Cloud company, and the Powered by Snowflake program.

Hubwise AUM to grow to over £20bn this year

SS&C sees the purchase as a “strategic acquisition” that will boost the firm’s existing solutions for asset managers and discretionary wealth managers.

AI in Wealth Management: A Win-Win for Clients and Advisors

Next-generation technologies unlock capabilities for improved prospecting, client personalization, and more

Digital wealth manager buys stake in Hong Kong family office

Combined group has $4bn in AuM

Global wealth set to contract over 2% in 2022

Average nominal growth of financial assets is expected to be at 4.6% until 2025, according to Allianz

Zedra selects Clausematch for digital transformation

Zedra has acknowledged the volatile and rapidly evolving environment (regulatory, political, social, criminal) that the industry is facing.

Temenos pre-announces Q3 2022 results

Ad hoc announcement pursuant to Art. 53 LR

Global Asset Management Growth Expected to Slow

Broadridge expects significant opportunities to be had aligning business strategies to meet shifting secular trends, many of which, if missed, will increasingly bifurcate the market between winners and losers.

Delio’s latest research finds it’s no longer a case of ‘if’ wealth managers offer private markets to clients, but ‘when and how’.

Clients have been increasingly demanding access to private markets as they seek access to asset classes that help to diversify their portfolios while potentially generating greater returns in a climate of increasing inflation and interest rates.

Wealth & Asset Management