09/07/2022
Malaysian wealth management app Versa secures eight-figure funding
The funding round was led by Hibiscus Fund, a venture capital fund handled by RHL Ventures, and South Korea-based financial services provider KB Investment.
Wealth & Asset Management
09/07/2022
Fresh investment for app that allows buyers to find off-market homes and directly engage potential sellers
Buyers can use the Nokkel app to search within a significantly larger pool of off-market properties and receive alerts when their favourite properties come onto the market or, for truly must-have homes, they can express interest and chat directly with wil
09/06/2022
iCapital® and Ares Wealth Management Solutions Expand Partnership
Provides financial advisors broader access to Ares’ alternative investment solutions via multiple distribution channels
09/05/2022
Infront Inks Deal to Acquire Assetmax to Boost Its Wealth Management Offering
The transaction is expected to be completed by the end of September at the latest, subject to customary conditions.
09/02/2022
North International Bank partners with Temenos to launch BaaS platform
Leveraging a forward-looking strategy and TEMENOS’ expertise in working with BaaS providers like Green Dot, Vodeno and Mbanq, NIBank can create new sources of revenue through banking and non-banking partnerships.
09/01/2022
moomoo Singapore wealth management AUM soared 3.7 times in 3 months
Both revenue and net profit increased 10.8% and 25.1% from the corresponding period year-over-year
08/26/2022
RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios
At the same time, consumers face a lot of potential uncertainty and need great financial advice and smart strategies more than ever.
08/26/2022
Wealth tech firm Infront acquires Assetmax
The transaction is expected to be completed by the end of September at the latest, subject to customary conditions.
08/25/2022
Alternative investment fintech iCapital to acquire UBS Fund Advisor
Alternative investment fintech iCapital is set to acquire UBS Fund Advisor for an undisclosed sum.
08/25/2022
Moneyfarm nears £2.5bn in assets as female investor numbers double
A focus on more socially responsible investing is helping Moneyfarm to shift its investor demographics.
08/24/2022
AJ Bell signs for Lloyds FundBy Bank tech
There is no additional registration or need to input payment details and, once approved, the funds are transferred via Faster Payments and are available almost instantly.
08/22/2022
Asset manager launches metaverse fund
Invesco is not the first fund manager to treat the metaverse as an investment opportunity.
08/19/2022
Connectus Wealth Advisers Launches MyConnectus
With MyConnectus, we have developed an integrated solution that will substantially enhance the online interaction between advisers and their clients, which is an essential element of the overall client experience
08/18/2022
UBS invests in tech unicorn BigPanda
As a result, the platform helps companies reduce costs, enhance service availability, increase transparency and improve the speed of IT operations.
08/17/2022
CREALOGIX narrows its focus and spins off the digital learning business
The majority shareholder is a Swiss group of investors centred on blue8 AG, which is planning a 'buy & build' growth strategy with its investment in future.
08/16/2022
North International Bank Partners with TEMENOS to Launch Banking-as-a-Service Platform
The Caribbean bank will use Temenos Banking Cloud to deliver outstanding customer experiences and create a Banking-as-a-Service platform
08/12/2022
UK wealth managers have massive crypto potential
In addition, the biggest reason for not investing in crypto (33% of respondents) was uncertainty on how to even enter the market. 31% believed the market was too volatile.
08/12/2022
WealthTech firm Farther secures $15m investment to drive growth
The wealthtech plans to use the fresh infusion to support its expansion as well as fuel wealth management innovation.
08/09/2022
Crossing the digital divide in wealth management
Tech adoption isn’t optional given client expectations and trends
08/08/2022
Apex Group rolls out EDB digital banking platform
As business demand for Digital Banking services continues to rise post-pandemic, this secure and accessible platform delivers greater efficiencies, introduces technologies and processes to reduce human error, as well as the cost and time associated with t