12/21/2023
WealthKernel expands into US equities trading
This strategic move positions WealthKernel among the select group of API-first companies to offer institutional-grade UK and US equities trading at highly competitive prices.
Wealth & Asset Management
12/20/2023
No more annual fees for debit cards and private accounts: Zürcher Kantonalbank is launching a digital banking offering across Switzerland with ZKB Banking
Overall, the annual savings are up to CHF 116
12/18/2023
Private banks adopt new models to advance digital and AI strategies
As a result, outsourcing strategies gained traction, aiming to introduce flexibility into operational bases and address persisting challenges in cost reduction and efficiency.
12/15/2023
Qatar’s Lesha Bank Migrates to Latest Temenos Banking Platform
The latest core banking platform will enable Lesha Bank to dramatically increase the speed to market of innovative Shari’a-compliant investment opportunities
12/13/2023
Prosper tops up pre-seed raise with £1m crowdfund
Some 407 backers took part in the crowdfunding round
12/12/2023
Digital wealth management solutions for trusts and foundations
This transformation is altering the way wealth management services are delivered, with major implications for trusts and foundations.
12/08/2023
Goldman Lampe Private Bank Leverages Advanced AI for Enhanced Security and Investment Insight
Confronting the escalating challenges of financial fraud in the digital era, Goldman Lampe has taken a decisive step by introducing a sophisticated AI-driven solution.
12/06/2023
Endowus Partners with Brookfield Oaktree Wealth Solutions to Broaden Investors' Access to Private Credit
The strategy applies a flexible and “all-weather” approach across the private and public debt spectrum, allowing for dynamic allocation in response to changing market conditions.
12/06/2023
Microsoft and ForwardLane Join Forces to Lead AI-Enabled Advancements in Asset Management
Achieving IP Co-sell Ready status highlights ForwardLane's ability to deliver joint solutions for fund managers built on Microsoft Azure, AI, and machine learning capabilities.
12/04/2023
Navigating the intergenerational wealth shift with adaptive technology
While exact figures vary, it's undeniable that a monumental shift is underway, primarily in the United States but echoed across much of the developed world.
12/01/2023
Objectway, the technology for the investor of tomorrow
The role of the consultant, albeit within an increasingly hybrid context, will remain crucial to maintaining the personal relationship with the support of digital technologies.
11/30/2023
7IM launches AI partnership to boost advisers’ productivity
The adoption of the latest advances in generative AI, NLP and large language models will allow 7IM to use AI-technology to build a scalable operating platform,
11/28/2023
Enhancing wealth management: The critical role of data purity in portfolio systems
This system is crucial in a sector where timing and precision are key, allowing for quick, accurate aggregation and analysis of substantial data volumes.
11/27/2023
The evolution of wealth management: A glimpse into IntellectAI’s vision
This approach has not only set IntellectAI apart but also charted a path for others in the WealthTech sector.
11/27/2023
Alpian rolls out free digital private banking for young adults
Digital private bank Alpian has launched its new platform in collaboration with fashion brand Titolo.
11/27/2023
Wealth management's new era: Leveraging AI for transformation
Wealth management is undergoing a rapid transformation.
11/27/2023
Wealth management firms leverage advanced financial planning tools as battle for advisor talent intensifies
Wealth management firms leverage advanced financial planning tools as battle for advisor talent intensifies
11/24/2023
The Disconnect on Alts Between Asset Managers and Financial Advisors Persists
Despite a growing number of new products, a survey shows investment firms aren’t meeting the demands of wealth managers.
11/23/2023
Bite Investments launches a disruptive wealth management feature for alternative asset managers
Alternative asset managers are increasingly looking to the wealth management market due to its substantial size and current under-allocation to alternatives.
11/22/2023
SimCorp launches investment analytics platform
By deconstructing portfolio performance into its smaller components, investment managers can showcase their expertise to demonstrate their value proposition to both new and existing investors.