Managers of Wealth Fintech

Bravura signs South Africa's Old Mutual Wealth

This, combined with enabling the creation and management of portfolios more efficiently, further reduces risk and better bridges the gap between advisers and DFMs.

Wealth managers urged to ‘get aboard the AI train’

The plan – which prime minister Keir Starmer insisted will make Britain the world leader in AI – comes alongside an investment of £14bn from private lending tech firms.

Revolut plots push into private banking

The financial super-app has posted job listings for a private banking compliance manager, legal counsel and head of relationship management on its Website.

bfinance launches HNWI private credit wealth management tool

The service is led by head of bfinance Access Bradley Budd.

Standard Chartered granted licence in Luxembourg to offer digital asset custody services

The new entity will serve as the regulatory entry point to the EU market to serve growing client demand

What’s Fueling Southeast Asia Fintech Golden Age?

The report, released in December, explores the driving factors and key trends in Southeast Asia’s fintech market, highlighting Southeast Asia’s robust fundamentals which have been propelled the fintech sector’s rapid growth.

First American Bank joins InvestCloud to digitise Wealth Management

Currently operating on a technology stack with multiple systems, FAB recognised the need to provide its clients and advisors with a unified and modern platform.

Innovative and consultative, this is the approach of the new wealth-tech

A complex context in which it is crucial to identify partners capable not only of offering cutting-edge technological solutions with the evolution of the market, but also a targeted consultancy approach.

First American Bank Partners with InvestCloud to Enhance Wealth Management Digital Experience

Collaboration aims to enhance client engagement and streamline advisory services through innovative technology solutions

France’s ODDO BHF taps S64 to enhance private markets access

S64 is a FinTech and solutions partner to the investment management and private banks industry.

How FinTech is Transforming Wealth Management in the UK

These platforms use robo-advisors, which leverage algorithms to provide tailored investment recommendations

Swiss financial center is facing the next big thing

This project aims to revolutionize traditional interbank trading by introducing a digital franc as a wholesale CBDC (Central Bank Digital Currency).

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WealthTech and Wealth Management in 2025: Key Trends Shaping the Future of Finance

As neobanks expand their services into wealth management and new regulatory frameworks take shape, wealth managers are being challenged to innovate.

75% of private banks lack digitalisation skills needed for transformation

They’re also more likely to lack in-house skills to support digital transformation projects.

Pulse360 and Holistiplan Unveil Dynamic SmartFields, Revolutionizing Wealth Management Operations

Dynamic SmartFields helps advisors cut manual work, scale efficiently, and deliver a superior client experience

How Fintech is Redefining Wealth Management and Personal Finance

With mobile applications, robo advisory, and artificial intelligence, fintech makes investment solutions and monitoring and planning of personal finances possible.

ERI awarded “Outstanding Wealth Management Technology Provider – Back Office” at the Private Banking and Wealth Management DACH Awards 2024.

The 9th Annual Private Banking and Wealth Management Conference & Awards 2024 culminated in an enchanting evening of celebration, held in the heart of Europe’s financial sector.

Frontier Asset Management Selects SEI to Launch Active ETFs

Advisors' Inner Circle Fund Trust Powers Growth for Asset Managers

Profile Software is recognised in the 2024 Gartner® Market Guide for Wealth Management All-in-One Advisor Desktop Platforms

The recognition of Profile Software in Gartner’s Market Guide for Wealth Management All-in-One Advisor Desktop Platforms underscores our commitment to providing innovative solutions

Wealth & Asset Management