11/15/2024
Introducing the US WealthTech Landscape Report 2024
A new WealthTech Landscape Report from The Wealth Mosaic, focused on the wealth management sector in the United States.
Wealth & Asset Management
11/14/2024
Wealth-tech Zeplyn lands $3m seed investment
Zeplyn's AI Meeting Assistant for wealth management turns conversations into precise notes.
11/13/2024
Bank of Valletta P.L.C. Selects Profile Software’s Investment Management Platform
This strategic investment aims to enhance BOV’s operational efficiency across multiple divisions, including Asset Management, Private Banking, and Prestige Client Networks.
11/13/2024
Leveling Up: How Banks Must Pay The Innovation Game To Stay Ahead
The financial services sector is undergoing a significant transformation, largely driven by rapid advances in technology and changes in investor behaviour and needs.
11/12/2024
Osaic Welcomes Nova Wealth
New York-Based Team Overseeing $180 Million Joins Osaic
11/12/2024
Wealth Management Firms Set to Double AI Budgets, Eyes on Personalisation & Compliance
This strategic investment underscores a broader industry movement toward data-driven innovation to meet clients’ growing expectations and outperform competitors.
11/12/2024
Southeast Asia’s Wealth Management Boom: 5 Platforms to Watch
Traditionally, wealth management in the region was primarily reserved for high-net-worth individuals (HNIs), with most services being offered by large banks or financial institutions.
11/12/2024
Intesa Sanpaolo and BlackRock to advance digital wealth management
BlackRock and Intesa Sanpaolo collaborate to promote digital wealth management.
11/07/2024
Close Brothers Asset Management and SEI Announce Strategic Partnership
Technology and Operational Outsourcing Drives Scale and Growth
11/05/2024
Asset & Wealth ManagementArta in Singapore takes the robo to the ultra wealthy
Arta Finance is bringing high-touch services for the very wealthy to the world of digital private banking.
11/04/2024
Ramaswamy’s Strive launches wealth management arm offering Bitcoin to clients
By integrating Bitcoin into client portfolios, Strive’s new wealth management unit can, in part, offer Americans “true financial freedom,” its CEO Matt Cole said.
11/01/2024
UBS Asset Management launches its first tokenized investment fund
UBS Asset Management’s global distributed ledger technology strategy is focused on leveraging public and private blockchains networks
11/01/2024
Standard Chartered has completed first HKD-denominated blockchain test settlement with Ant International’s Whale platform
This is the first time Standard Chartered has conducted HKD blockchain transactions with Ant International
11/01/2024
Broadridge Completes Acquisition of Kyndryl SIS
The acquisition further emphasizes Broadridge’s commitment to providing leading solutions to the Canadian financial services market that enable simplification and innovation
10/31/2024
3EDGE Asset Management Selects SEI to Launch ETFs
Advisor’s Inner Circle Fund Trust Powers Growth for Asset Managers
10/31/2024
Swiss fintech GenTwo opens UK office
The expansion into the UK market marks a significant milestone in GenTwo's global growth strategy
10/30/2024
FAB and Gilded offer digitally enabled physical gold investments
For private banking customers, FAB and Gilded is introducing digitally enabled physical gold investments.
10/29/2024
FusionIQ Launches Industry's First Digital Wealth Management Solution for Wallet Companies
New solution expands FusionIQ's portfolio of easy-to-implement products, bridging the gap between payments and wealth management.
10/28/2024
Incore : With combined strength into the future
The extensive offering is based on the expertise and experience of over 160 employees in the areas of technology and banking.
10/28/2024
Wealth Management Firms Expected to More Than Double AI Budgets: Wipro Survey
The report also underscores the pivotal role of advisors in effectively integrating AI into financial advice