Managers of Wealth Fintech

There is a lot of catching up to do when it comes to digitization

This is the result of a survey of banks, wealth managers and asset managers by the fintech provider Objectway.

Wealth managers need to get with the tech programme

Online platforms and AI are among the digital tools that can satisfy clients’ demands for real-time, customer-centric services

The metaverse: a whole new world of private banking and wealth

The metaverse represents a new frontier in banking, a virtual world with virtual currencies and virtual goods for sale.

Leading GCC wealth manager enhances digitization of regional wealth management catering to evolving customer base

The Family Office helps clients preserve their wealth through robust financial planning, diversified investments and access to exclusive private market opportunities

OneDigital Acquires $3.8B Wealth Management Firm

The addition of StoneStreet Equity expands OneDigital’s capabilities in the defined-benefits space, according to OneDigital.

Top tech trends in Wealth Management

Artificial Intelligence and Machine Learning integration will play a vital role in portfolio management

Ranking the robos, with David Goldstone of Condor Capital Wealth Management

The firm also provides performance data.

Unblu and Objectway partner to enhance digital customer experience for wealth firms

The partnership focuses on two initial cases for client interaction management: ongoing relationship management and the help desk.

UAE’s first digitally-enabled private wealth management platform, Vault, to redefine investment practices in the region

Recognizing the prevalent challenges faced by clients, Vault’s founders leveraged their industry experience to address key issues and reshape the investment landscape.

Broadridge Secures Patent for Machine Learning Tech Enhancing Securities Based Lending

Patent covers Broadridge systems that help advisors hyper-target SBL borrowers, deepen client relationships and reduce attrition

Backbase acquires digital wealth platform Nucoro

Amsterdam-based Backbase, which raised €120m last year, now has a London office and digital wealth offering.

Wealthtech Everon makes a move into private banking

There is only a small number of wealthtechs making a splash in the sector or gaining market share. Everon wants to change that.

Should wealth managers fear robo-advisory?

The viral success of ChatGPT has again shone a light on automated advice, although most experts agree that the future modeol is a hybrid one.

Wealthtech OneVest raises CAD$17m

The funding will be used to boost the company’s growth, make hires and expand into the US market.

iCapital® Launches iCapital Marketplace to Connect Wealth Managers to World’s Largest Selection of Alternative Investment Opportunities

Wealth managers accessing iCapital Marketplace have expanded capabilities integrated into the platform to best serve clients interested in alternative investments.

Wealth & Asset Management