07/04/2023
The metaverse: a whole new world of private banking and wealth
The metaverse represents a new frontier in banking, a virtual world with virtual currencies and virtual goods for sale.
Wealth & Asset Management
06/26/2023
Leading GCC wealth manager enhances digitization of regional wealth management catering to evolving customer base
The Family Office helps clients preserve their wealth through robust financial planning, diversified investments and access to exclusive private market opportunities
06/26/2023
OneDigital Acquires $3.8B Wealth Management Firm
The addition of StoneStreet Equity expands OneDigital’s capabilities in the defined-benefits space, according to OneDigital.
06/22/2023
Top tech trends in Wealth Management
Artificial Intelligence and Machine Learning integration will play a vital role in portfolio management
06/22/2023
Ranking the robos, with David Goldstone of Condor Capital Wealth Management
The firm also provides performance data.
06/21/2023
Unblu and Objectway partner to enhance digital customer experience for wealth firms
The partnership focuses on two initial cases for client interaction management: ongoing relationship management and the help desk.
06/21/2023
UAE’s first digitally-enabled private wealth management platform, Vault, to redefine investment practices in the region
Recognizing the prevalent challenges faced by clients, Vault’s founders leveraged their industry experience to address key issues and reshape the investment landscape.
06/21/2023
Broadridge Secures Patent for Machine Learning Tech Enhancing Securities Based Lending
Patent covers Broadridge systems that help advisors hyper-target SBL borrowers, deepen client relationships and reduce attrition
06/20/2023
Backbase acquires digital wealth platform Nucoro
Amsterdam-based Backbase, which raised €120m last year, now has a London office and digital wealth offering.
06/16/2023
Wealthtech Everon makes a move into private banking
There is only a small number of wealthtechs making a splash in the sector or gaining market share. Everon wants to change that.
06/15/2023
Should wealth managers fear robo-advisory?
The viral success of ChatGPT has again shone a light on automated advice, although most experts agree that the future modeol is a hybrid one.
06/15/2023
Wealthtech OneVest raises CAD$17m
The funding will be used to boost the company’s growth, make hires and expand into the US market.
06/14/2023
iCapital® Launches iCapital Marketplace to Connect Wealth Managers to World’s Largest Selection of Alternative Investment Opportunities
Wealth managers accessing iCapital Marketplace have expanded capabilities integrated into the platform to best serve clients interested in alternative investments.
06/12/2023
Success for Temenos at Global Private Banking Innovation Awards 2023
Temenos recognized as Best Technology Partner to a Private Bank/Family Office/Wealth Manager
06/08/2023
Three wins for Temenos at WealthBriefingAsia Awards 2023
Temenos recognized with the Overall Asia WealthTech Provider, Innovative Solution and Core Banking Software awards
06/08/2023
Middle East WealthTech Landscape Report 2023 - coming soon!
In addition, the region’s wealth managers must account for the next generations of wealth holders, Millenials and Gen Zs, who have higher digital demands.
06/08/2023
Wealth and Asset Managers Turn to Third-Party Tech Solutions to Cut Costs, Fast-Track Time to Market
These end-to-end platforms deliver complete or near complete functional solutions covering a process from beginning to end.
06/08/2023
Abrdn unveils tokenisation for £16bn flagship fund
The asset manager has teamed up with exchange Archax to tokenise its Aberdeen Standard Liquidity fund
06/07/2023
Pershing X unveils wealth management platform
As part of its Wove debut, Pershing X also announced that BNY Mellon Advisors, Inc. will deliver investment solutions through the new platform by using an in-house team of senior investment professionals from across BNY Mellon.
06/06/2023
J.P. Morgan Wealth Plan™ Recognized as Best Digital Initiative and Best Use of Technology
Banking Tech USA Awards Honored Wealth Plan for Expanding Access to Wealth Management