Managers of Wealth Fintech

Westpac expands ‘banking as a service’, diverging from CBA strategy

Westpac has decided getting exposure to the trend is worth the risk of giving up customer engagement to the technology players.

Asia tech groups tap global equity markets at record pace

Didi Chuxing and Tokopedia among those set to launch IPOs on back of listings boom

Hong Kong digital asset custodian bags $6m in QBN-led round

It plans to use the fresh capital to further enhance its custody platform and hire key talent in its Hong Kong and Singapore offices.

Dutch fintech recharge scores €10 million in debt funding

The company secured the funding largely from London-based Kreos Capital, who specialise in providing financing for high-growth companies.

VTB opens API platform

After connecting to the platform, partners will be able to create banking products under their own brands, which will be issued and serviced by VTB.

Digital banking solutions provider Meniga closes additional €10M investment

The product suite spans data aggregation technologies, personal and business finance management solutions, cash-back rewards and transaction-based carbon insights.

Credit Union And Fintech Partnerships Bring Innovation Out Of The Shadows

However, taking a defensive stance can lead to missed opportunities.

Sustainability, fintech and digitization among 2021’s wealth management trends

The volumes of assets under management rise, while profit margins decline because of a more challenging business environment.

Euroclear agrees to acquire MFEX Group, a leading global digital fund distribution platform

With this transaction, MFEX and Euroclear's complementary businesses are expected to produce significant value through revenue synergies, expanding the client service offering by creating a new funds market utility and a leading global provider of fu

Zoe Financial Announces Partnership With Leading Wealth Management Firm Halbert Hargrove

Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a partnership with Halbert Hargrove, one of the 2020 CNBC top-rated advisory firms in the country and an InvestmentNews Best Places to Work

Global Impact of SRD II and Lessons Learned Highlighted in New Whitepaper from Broadridge

Today Broadridge launches its latest industry whitepaper on SRD II.

Are Israel’s institutional investors late to the tech investment party?

Senior executives at The Phoenix explain their strategy when it comes to investments in private companies and admit they missed the insurtech craze

Plaid fintech accelerator names inaugural cohort of startups

Since launch, we’ve received over 100 applications and offers to support of our efforts from the broader ecosystem - all affirming our commitment to the FinRise program and our drive to promote a more diverse and inclusive fintech ecosystem.

Ikigai Wealth Management Launches in the UK

There’s a growing number of young and affluent people who are currently overlooked by banks of all sizes and platforms.

Refinitiv introduces Wealth Connect

The new capability will allow users of Refinitiv Digital Investor to collaborate dynamically with their advisors, other front office personnel or the home office of a wealth firm.

Y Cominator-backed Alinea integrates with DriveWealth API

Though information on individual stocks may be publicly available, many investors do not have the time to sift through lengthy SEC filings, earnings reports, and company profiles.

‘Open banking’ tech could make the economy truly inclusive

It’s a concept called “open banking.”

Insurtech Qoala Acquires Thai’s FairDee; Expands to Thailand

Qoala partners with leading insurance companies such as Allianz, Zurich, Chubb, Great Eastern, Tokio Marine, and leading SEA digital platforms such as OYO and GrabKios, Traveloka, OVO, Dana, and Momo.

How to navigate digital transformation in 2021

Organisations fortunate enough to be far along their digital transformation journeys could arguably adapt more easily to the disruption.

Marstone Integrates FreeWill’s Estate Planning Solutions into its Comprehensive Digital Wealth Management Platform

The latest in a series of partnerships ensures Marstone is the platform of choice for organizations seeking to offer clients consolidated digital financial planning and wellness capabilities

Innovation & Startups