Managers of Wealth Fintech

Natwest acquires majority shareholding in Cushon for £144m

Cushon co-founder and CEO, Ben Pollard, added: “This is the next exciting chapter for a great British fintech as we join forces with a great British bank.

Banque Richelieu Monaco picks ERI’s Olympic Banking System

Through the partnership with ERI, the bank will utilise Olympic Banking System’s CRM and portfolio management system, cash and securities processing, custody management, corporate actions, tax reporting and tax statement production.

American Bank & Trust partners with Marstone to enhance wealth management offering

American Bank & Trust has offered clients a complete range of services such as personal banking, commercial banking, private banking, cash management, consumer loans, residential mortgage loans, trust, and wealth management.

Opportunities for RPA and a Digital Workforce in Family Offices

These challenges can leave family offices using valuable resources to perform repetitive tasks when those resources would be more effectively deployed in other areas.

The future of wealth advisory: new tech and deeper relationships

Owen O'Neill, Partner with PwC Canada Strategy&, explains how banks and advisors are balancing the benefits of technology with the needs of an aging client base

How I preserve my wealth with Bitcoin

In the long run, spending a share of your income on BTC is unlikely to make you poor.

Eton Solution Introduces the Administrative Family Officeh

AFO™ Dramatically Reduces the Cost and Complexity of Accessing Tailored Family Office Services Powered by the AtlasFive® Technology Platform

Marstone Partners with Red River Credit Union to Provide Digital Wealth Management Services to its Member Base

Momentum of Marstone’s Wealth Management-as-a-Service offering continues, expanding RRCU’s financial capabilities to now include wealth management to its 115,000 members

Wealth and relationship managers should prioritise secure messaging in 2023

The favourable conditions that were contributing to a strong market went hand in hand with a digital transformation impulse

Fast-Growing Wealth Management Platform Zoe Financial Selects BridgeFT's WealthTech API to Power Its Data Connectivity and Infrastructure

Zoe will use BridgeFT's WealthTech-as-a-Service offering to remedy the complex, disjointed tech stacks that plague many high-performing advisors.

SEI Extends Long-term Relationship with Verso

SEI Wealth Platform to Help Power Growth for IFA Consolidator

American Bank & Trust Selects Marstone’s Digital Wealth Management Services

Marstone’s Wealth Management-as-a-Service offering continues to gain traction, growing American Bank & Trust’s wealth management capabilities

Third Financial and Wealth Dynamix Team Up on Client Lifecycle Integration

The partnership with Wealth Dynamix is the latest example of Third’s efforts to help wealth managers and financial advisors simplify and scale their businesses.

Garantum Wealth Management AS selects Huddlestock for nominee depot, management of shareholder registers as well as customer- and tax reporting

Garantum Wealth Management AS is an affiliated agent for Garantum Fondkommission AB and offers order mediation and provides investment advice.

Wealth & Asset Management