Managers of Wealth Fintech

H.I.G. Capital Selects SEI for Fund Administration and Depositary Services

Global Strategic Partnership to Enable Operational Efficiency, Reduce Replication

Wealth advisers reshape their tech stacks

With custody moving from commoditised utility to a new sphere of innovation in wealth management, leading players are starting to reassess their back-office arrangements

Wealth.com joins Osaic to power estate planning

The collaboration reflects Osaic’s broader strategy to equip advisors with advanced digital tools that strengthen client relationships and enable holistic financial advice.

Wealth app Chip scores £6m investment from Channel 4 VC arm

Established in 2017, Chip now claims more than 400,000 active customers for its app that helps users save and invest, with £6 billion assets under management.

What should wealth management firms look for in trading APIs/solutions?

Modern trading tools have empowered advisors with access to real-time market data, AI-powered analytics, enhanced risk management and ultimately improved the decision-making capabilities of users.

JPMorgan drops Nutmeg wealth management brand

It will provide access to existing Nutmeg products and services such as pensions, Isas and managed investments, as well as new products including digital financial planning tools and dedicated relationship managers.

Evelyn to migrate 109 WMs to XPlan as ‘Herculian’ tech battle nears end

At S&W, investment managers used Avaloq (although financial planners used XPlan’s previous iteration, Adviser Office).

Fintech Pioneer Bill Harris Launches Evergreen Wealth to Redefine Digital Wealth Management

Technology-driven RIA blends fiduciary advisors with agentic AI, delivering hyper-personalized, tax-optimized Dynamic Portfolios designed to deliver higher after-tax performance

Striking the AI balance in wealth management

In a world of increasing hype around artificial intelligence, experience from other industries shows that honing professional skills is the key to success

Apex Group launches AI-Driven WealthTech platform to expand retail access to private markets

The platform helps firms’ future-proof their strategies amid the expanding private markets and digital asset landscape, while ensuring compliance with a rapidly evolving regulatory environment.

How HSBC’s Wealth Intelligence Intends to Enhance Client Experience

Joe Pickard hears from HSBC head of wealth and premier solutions Lavanya Chari about HSBC's Wealth Intelligence platform.

ICBC accelerates digitisation of wealth management operations through innovation platform

Under the “Digital ICBC” initiative, ICBC advances to build a comprehensive wealth management ecosystem, addressing customer needs and driving sustainable growth.

FusionIQ Continues Building End-to-End Digital Wealth Management Platform With Latest Fintech Partnership

Newest Partner, The Greens, Will Enhance FusionIQ Platform; Initial Pilot Will Be Launched With Prominent Credit Union

Hoxton Wealth adds risk profile assessment andd ID verification to mobile app

The Hoxton Wealth app now has more than 10,000 users worldwide.

How Nordea is transforming digital wealth experiences

At this year’s Nordic Fintech Week, Johan Borg, Head of Digital Wealth, shared insights into how Nordea is transforming its digital wealth management offering to meet the evolving needs of Nordic investors.

Zurich Fintech Boosts Blackrock’s Cross-Border Wealth Solutions

It simplifies regulatory checks while boosting efficiency and transparency for advisors managing and distributing investments internationally.

Asset management software startup ZILO secures £20m round

The group develops global transfer agency software

Asean private banks reveal top innovations in a volatile year

The region’s private banks and wealth managers have introduced more defensive investment strategies, bolstered their alternatives propositions and added new functionality for clients.

SIX and FIDA Join Forces to Provide a Comprehensive Portfolio Management and Analysis Terminal

The goal of this alliance is to provide the French market, initially, with a complete terminal offering all the necessary data on funds and savings products marketed in France.

HSBC Rolls Out AI Ecosystem for Private Bankers

This will then be translated into market insights and personalized investment strategies for clients.

Wealth & Asset Management