07/21/2022
InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth
Goal-based financial planning will be available to Rabobank’s HNWI and retail clients
Wealth & Asset Management
07/20/2022
FNZ acquires Swiss private banking technology company New Access to open up wealth together
The acquisition represents a further investment by FNZ in the growing private banking sector and will increase its presence in the cross-border wealth centers of Switzerland, Liechtenstein and Luxembourg.
07/20/2022
M&G Wealth Advice chooses intelliflo to support expansion plans
“We both firmly believe that using technology to best effect can make a huge difference to the success of an advice firm.”
07/18/2022
Morgan Stanley Investment Management and iCapital expand partnership
Private markets investments have the potential to generate higher returns and provide diversification benefits to investors as they seek to access relatively untapped opportunities.
07/18/2022
Digitising wealth management enhances client experience
With close contact being restricted or highly discouraged during the public health crisis, companies began to adopt innovative solutions to ensure business continuity, and most importantly, uninterrupted client service.
07/15/2022
Practifi Expands Consulting Network With Red Rock Strategic Partners
Wealthtech Provider Partners with Industry-Leading Consulting House to Drive Client ROI and Adoption.
07/14/2022
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.
07/14/2022
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.
07/13/2022
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
07/13/2022
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.
07/13/2022
Digitalization hiring levels in the private banking industry rose in June 2022
We've analysed hiring patterns using data from GlobalData
07/12/2022
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
07/12/2022
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
07/12/2022
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.
07/11/2022
Embracing Digital Transformation In Family Offices
These are the firms that manage the wealth of ultrahigh net worth families globally.
07/07/2022
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.
07/07/2022
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.
07/07/2022
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.
07/07/2022
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.
07/06/2022
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.