Managers of Wealth Fintech

Practifi Expands Consulting Network With Red Rock Strategic Partners

Wealthtech Provider Partners with Industry-Leading Consulting House to Drive Client ROI and Adoption.

Kaleido Privatbank relies on InCore Bank's Digital Asset Services

Many experts are convinced that digital assets such as cryptocurrencies, but also digitized, or tokenized assets, belong in a diversified portfolio.

Deutsche Bank partners Abbove for wealth management services in Belgium

Deutsche Bank has partnered with wealthtech Abbove to utilise its wealth planning platform for clients in Belgium.

StashAway launches industry-first Flexible Portfolios

It is the first product in Mena that offers investors the choice to customise their portfolios with ease. Flexible Portfolios allows investors to pick the asset classes they want, decide their exact allocations, and change them any time

Eton Solutions Raises US$ 38 Million Series C Funding

Series C Funding Round Anchored by Navis Capital Partners to Support Eton Solutions Product Development, its Rapid Growth Trajectory, and International Expansion.

Digitalization hiring levels in the private banking industry rose in June 2022

We've analysed hiring patterns using data from GlobalData

Wealth Wizards develops financial wellbeing application for Royal London

Once complete customers are presented with a health check score and a personalised dashboard highlighting both areas of strength, as well as opportunities for improvement

Necessity is the mother of invention – how wealth managers need RegTech to navigate marketing and sales compliance

In addition, operating in multiple jurisdictions means there are decisions to be made over whether to take a broad-brush approach and apply the strictest regulatory regime to all products, or adopt the compliance rules of each country and have a more tail

Motive Partners raises $2.5 billion fintech-focused fund

In March, Motive together with Clearlake Capital acquired BETA+, the wealth management technology operations of the London Stock Exchange Group, for $1.1 billion.

Embracing Digital Transformation In Family Offices

These are the firms that manage the wealth of ultrahigh net worth families globally.

Envestnet buys Redi2

This acquisition enhances our strategic enablement of service and data, and over the next two years will create operating leverage by bringing Envestnet and Redi2’s administrative, revenue, and billing services together.

Objectway Suite Named Best Wealth Management Solution

The digital transformation has encouraged more Fintech providers to come to the market and the pressure on these firms to provide further innovation intensifies year on year.

How wealth managers can prepare for MiFID II ESG update

Firms will need to have their ESG questioning ready and the translation of their advice into portfolios and reporting.

WeLab Bank Launches GoWealth and Becomes Asia's 1st Purely-digital Bank to Launch Digital Wealth Advisory Solution

Understanding these pain points, WeLab Bank is determined to digitalize and democratize wealth advisory through GoWealth.

Indosuez distinguished at the PWM Wealth Tech Awards 2022

This award recognises the digital strategy and innovation momentum built to meet the expectations of both clients and employees.

The private banking industry found it harder to fill regtech vacancies in Q2 2022

We've analysed the length of time job ads were live online across the job market using GlobalData figures

First Trust Buys Direct Indexing Platform Veriti

Veriti, built for advisor workflows, hopes to benefit from First Trust's large and loyal advisor network.

AutoRek wins ‘Best CASS Solution’ Award at Goodacre’s Systems in the City FinTech Awards 2022

The Awards provide an important point of reference for user firms assessing the suitability of their operational infrastructure.

IBS Intelligence awards Objectway #1 for Private Banking and Wealth Management deals

This year, IBSi SLT assessed systems purchases made by over 1000+ banks across 250+ products from 60 suppliers.

Contemi Wins Best 'Corporate Actions Solution' Award at the Goodacre Systems in the City Fintech Awards 2022

The awards aim to highlight system suppliers' excellence within the UK financial services industry.

Wealth & Asset Management