Managers of Wealth Fintech

Emirates Investment Bank Partners with Avaloq to Modernize Its Wealth and Investment Management Operations in Dubai

This will help the bank to scale its services and deliver a highly personalized, data-driven wealth management experience.

Endowus Bags Over US$70 Million Funding as Client Assets Exceed US$10 Billion

The firm plans to use the new capital to enhance its wealth technology platform, deepen AI capabilities, and grow its regional advisory offerings.

Crypto confidence crisis leaves UK wealth managers trailing global peers: Avaloq

Compounding the issue is little current desire to offer crypto investing.

AI advantage in wealth

As artificial intelligence continues to ripple through financial services, the question for wealth managers isn’t if they’ll use AI – but how.

New TD Wealth Virtual Assistant Set to Enhance the Colleague and Client Experience

Virtual Assistant part of TD strategy to deliver faster and simpler digital experiences while maintaining trusted advice

Northern Trust Selects Broadridge Global Class Action Services

Northern Trust unlocks greater asset recovery opportunities and investor participation, helping enhance client returns

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.

Wealth & Asset Management