Managers of Wealth Fintech

Stashaway targets mass affluent in Asia

The Singapore-based digital wealth management firm is using technology to attract investors in the region.

London wealth manager takes stake in Dublin investment tech platform Omnium

Both companies plan to use strategic tie-up as launch pad for European expansion

Appway Announces Release of Client Onboarding for Wealth: Purpose-Built for the Canadian Market

Appway manages the Cloud infrastructure

Giovannelli e Associati with Objectway on the cross-border acquisition of Die Software

Our team, composed by partners Matteo Delucchi and Eugenio Romita, senior associate Antonello Lops and associate Lorenzo Mazzocconi, advised the purchaser on the SPA, the SHA, the related Italian corporate matters as well as on the tax structuring of the

Northern Trust to take stake in Essentia Analytics

The addition of Essentia behavioral analytics solutions is an extension of Northern Trust Whole Office, a strategy that facilitates client access to new technologies, services and solutions across the investment lifecycle.

Turning compliance into a commercial advantage through technology

The most innovative wealth managers have accepted that robust regulatory governance is non-negotiable

Clifton extends Hubwise platform deal to 2026

The agreement with Clifton Asset Management to extend their use of Hubwise’s services by a further five years is testament to the flexibility of the Hubwise proposition.

Report on the Use of Digital Platforms

The EBA also highlights previous observations about divergences in consumer protection and conduct of business requirements at the national level which may pose potential impedimentsto the scaling of services cross-border using digital platforms and other

BITA Risk selected by Department for International Trade for virtual trade delegation to Climate Week New York

The UK Department for International Trade is partnering with Climate Week NYC for a series of events concerning climate change from September 20th to 30th.

The Future of Wealth Management is Hyper-personalised

In their survey report “Are You Developing A Hyper-personalised Strategy?”, Objectway asked domestic and overseas Wealth & Investment Managers which definition of hyper-personalisation fitted best for them.

Indosuez Wealth Management Selects Intercontinental Exchange

Many wealth managers use over-the-counter (OTC) derivatives as part of their portfolios, and margin optimization remains a key priority for managing and extending their investment strategies.

Wise enters wealth management with tie-up

Stock investing from multi-currency accounts is becoming a crowded market in fintech as transfers firm enters space

Will IoT transform the wealth management customer experience?

Many of us wear a smartwatch or have a smart speaker and, as a result, have a clearer sense of how a network of interrelated devices might change how we interact with appliances and physical objects.

Avaloq's Gery Dachlan: «Our Asian Parent Has Proved Advantageous»

Asia is a main focus region for Avaloq, and we want to have people on the ground to support those markets

RiskAvert: New internationally launched risk management platform for complete coverage of EU Regulation for Capital Requirements (CRR2)

It also provides full support of Large Exposures framework and automated, inbuilt manual adjustment calculation.

The modern-day King Midas – In under 24 hours the price of an obscure cryptocurrency jumped by 1,000% after Elon Musk named his puppy after it

A cryptocurrency by the name of Shiba Floki became the biggest gainer because of the tweet.

Wealth & Asset Management