Managers of Wealth Fintech

Wealth Management Firms in Asia Embrace AI to Serve the Region’s Ultra-Wealthy

Wealth management firms navigate a complex landscape as they confront macroeconomic headwinds, regulatory changes, and rising operating costs.

Wells Fargo fires employees for 'simulating' keyboard activity

They emerged at the same time as some employers began stepping up their use of technology to track things such as keystrokes and eye movements.

Fidelity and Envestnet Launch Joint Wealth Management Platform

Fidelity and Envestnet said they were combining technology and service with proprietary data management and investment solutions to help firms and their advisors embrace this industry shift.

Wealth management in Vietnam: evolution and innovation

Dinh Thi Thu Nga, head of Internal Audit, Techcom Securities, spoke about the sector’s revolution, and future innovation trends.

Wealth management startup Sidekick raises £8.5 million in debt and equity round

The combined £8.5 million will see the startup continue scaling its team and expanding its product lineup while securing a European license.

Technology, the best ally for the growth of AIFs

There are four that have the greatest influence: business diversification, opening up investments to individual customers, increasing the weight of regulations and strengthening operations .

Survey shows Singapore’s wealth management industry is embracing the digital age

40% of respondents under 35 even tapped robo-advisory services.

Capturing wallet share: Delivering on the UHNWI top 10 list

This expectation is generating significant opportunities for banks because family offices most often serve as an orchestrator, coordinating services for the UHNWI.

Eurobank Cyprus goes live on Temenos for digital and core banking

Modernization and digital transformation strengthen the bank’s customer services, competitive position and forms an IT blueprint for Eurobank group

WealthOS closes £4m seed round with Barclays & Main Set

This funding news follows the announcement that WealthOS had released cloud-native and API retail pensions (SIPP) technology

Family Offices Grappling with Cryptocurrency Investment Prospects: BNY Mellon

Though cryptocurrencies account for 5% of portfolios, an allocation that would have been unthinkable a decade ago, they remain strikingly split over the role of the asset class.

Research Reveals UK Wealth Managers Facing Productivity Challenges

Relationship Managers Spend on Average Just 43% of Time on Value-add Tasks

WealthOS closes £4m seed round with Barclays and Main Set as key investors

The company will use the new funding to further develop its platform, increase distribution, and scale the organisation to support its strong client pipeline.

Objectway. AI changes the relationship with banks and consultants

The integration of artificial intelligence and process automation into wealth management can undoubtedly streamline advisors' workflows

Envestnet Deepening Relationships to Launch Personalized Investment Strategies

Asset Managers to Offer Unified Managed Account-eligible Direct Indexing, Custom HNW Solutions and More on Envestnet Platform; Invest in Enhancements to Envestnet's UMA Ecosystem

Prosper Shows Demand for New Way in Wealth Management and Kicks Off Crowdfund as St James's Place Faces FTSE Exit

Prosper is raising a further crowdfunding to add to its recent angel and Andreesen Horowitz raise adding to the total invested capital of £4m.

How 1,500 new Bitcoin millionaires per day deal with getting rich

Around 1,500 Bitcoin wallets top the million-dollar mark each day.

Broadridge Acquires AdvisorTarget, Expands Capabilities to Help Asset Management and Wealth Firms Transform Digital Distribution and Marketing

Combining forward-looking advisor intent data with asset holding data enables precision-targeted, cost-effective digital marketing and sales strategies

The future of investing: Velexa’s role in shaping accessible wealth management

New technology and access to financial education is helping to bolster the democratisation of investing.

FE fundinfo acquires wealth management fintech Dericon

The deal, which still awaits regulatory approval, will grant FE fundinfo’s clients direct access to one of Germany’s largest distribution networks for asset managers.

Wealth & Asset Management