Managers of Wealth Fintech

German wealthtech Bunch lands $15.5m Series A

The company has now bagged a total of $22 million to date and claims that private funds oversee around €2 billion in assets via its offering.

Capgemini H1 2024 results

Capgemini generated revenues of €11,138 million in H1 2024, down -2.5% year-on-year on a reported basis and -2.6% at constant exchange rates*.

WealthBlock addds new functionality for investor onboarding, marketing and reporting

The platform delivers the most superior user experience, interface and functional design to support any workflow, investor journey or reporting that asset managers require to support investors.

S64 Announces Successful Close of Series A Funding Round with investments from HPS Investment Partners and Sumitomo Mitsui Trust Bank

This investment will support the firm’s ambition to unlock rising demand from private investors seeking access to a leading range of global alternative investment opportunities.

Risk Management in Consulting and Wealth Management: Adequacy and Portfolio Analysis

One of the most impacted aspects is portfolio risk management . Regulation requires rigorous monitoring of market, credit and liquidity risks for the assets of private clients advised.

Franklin Templeton and SBI Form JV For Digital Assets

Franklin Templeton and SBI Holdings have signed a Memorandum of Understanding to establish a joint venture in Japan

Sygnum Posts Profit and Sets Stage for MiCA-compliant expanded EU Market Entry

Business performance is enabled by expanded trading features and platform, strategic partnerships with leading digital asset and TradFi financial institutions, and a diverse, international team now over 250-strong.

SEI Reports Second-Quarter 2024 Financial Results

Diluted earnings per share were $1.05 in second-quarter 2024 compared to $0.89 in second-quarter 2023.

Alternative Assets: Objectway Client Portal Debuts with Sagitta Sgr

The new tool developed by Objectway

Generative AI in organizations 2024

Report from the Capgemini Research Institute

5 FinTechs boosting Wealth Management in the USA

Due to evolving FinTechs, the masses are better equipped to make informed financial investment decisions and be aware of the trends within the wealth allocation and management industry.

FCA's Crackdown on Wealth Management Non-Compliance with Consumer Duty: How to avoid this…!

FCA: “We expect you to have implemented the Consumer Duty in full, which requires you to put the needs of your consumers first.

Thought Machine and Quantifeed join forces for private banking drive

Quantifeed’s QEngine platform and Thought Machine’s Vault Core offer a comprehensive solution for private banks.

Citi to Take Wealth Management to Next Level with the Market-First Launch of Wealth 360

The feature is now rolling out to selected customer segments and will be gradually expanded to the entire customer base.

Standard Chartered Bank Hong Kong transforms digital wealth management with myWealth Direct

At the beginning of 2020, the Wealth Management division of Standard Chartered Bank kickstarted an ambitious journey to scale up its digital advisory platform capabilities.

Wealth managers grapple with long client onboarding times, study shows

The experience of wealth management professionals varies between the UK and the other markets included in the survey.

Carmignac launches tech equity fund

Carmignac Portfolio Tech Solutions, as the new fund is known will use a blended investment approach, mixing a growth-focused investment strategy with value opportunities.

Zug wealthtech firms merge to enhance AI offering

Etops Group has merged with sales intelligence firm Selli.

Objectway scores a hat-trick in Private Banking and Investment Management from IBS Intelligence

Objectway maintains its leading position in the IBS Intelligence Sales League Table

Thought Machine and Quantifeed partner to modernize banking

Thought Machine is known for delivering modern, cloud-native core and payment technology to retail and commercial banks worldwide.

Wealth & Asset Management