08/25/2022
Moneyfarm nears £2.5bn in assets as female investor numbers double
A focus on more socially responsible investing is helping Moneyfarm to shift its investor demographics.
Wealth & Asset Management
08/24/2022
AJ Bell signs for Lloyds FundBy Bank tech
There is no additional registration or need to input payment details and, once approved, the funds are transferred via Faster Payments and are available almost instantly.
08/22/2022
Asset manager launches metaverse fund
Invesco is not the first fund manager to treat the metaverse as an investment opportunity.
08/19/2022
Connectus Wealth Advisers Launches MyConnectus
With MyConnectus, we have developed an integrated solution that will substantially enhance the online interaction between advisers and their clients, which is an essential element of the overall client experience
08/18/2022
UBS invests in tech unicorn BigPanda
As a result, the platform helps companies reduce costs, enhance service availability, increase transparency and improve the speed of IT operations.
08/17/2022
CREALOGIX narrows its focus and spins off the digital learning business
The majority shareholder is a Swiss group of investors centred on blue8 AG, which is planning a 'buy & build' growth strategy with its investment in future.
08/16/2022
North International Bank Partners with TEMENOS to Launch Banking-as-a-Service Platform
The Caribbean bank will use Temenos Banking Cloud to deliver outstanding customer experiences and create a Banking-as-a-Service platform
08/12/2022
UK wealth managers have massive crypto potential
In addition, the biggest reason for not investing in crypto (33% of respondents) was uncertainty on how to even enter the market. 31% believed the market was too volatile.
08/12/2022
WealthTech firm Farther secures $15m investment to drive growth
The wealthtech plans to use the fresh infusion to support its expansion as well as fuel wealth management innovation.
08/09/2022
Crossing the digital divide in wealth management
Tech adoption isn’t optional given client expectations and trends
08/08/2022
Apex Group rolls out EDB digital banking platform
As business demand for Digital Banking services continues to rise post-pandemic, this secure and accessible platform delivers greater efficiencies, introduces technologies and processes to reduce human error, as well as the cost and time associated with t
08/05/2022
Temenos Awarded the Highest Status in Aite's Matrix Evaluation of Wealth Management-Focused Core Banking Systems
Temenos Wealth is awarded 'best-in-class' status for integrated portfolio management and securities trading platform for wealth managers and private bankers
08/04/2022
The Breakaway Broker Trend Hits Asia, Enabled Through Technology
To sustain their business model and achieve further growth, many are pivoting to wealth management to provide value-added services.
08/03/2022
InvestorAi partners with Goodwill Wealth Management to offer smart AI-driven insights through an intelligent app
InvestorAi will make AI-powered insights accessible to customers of Goodwill, giving them access to high-quality investing information in real-time.
08/02/2022
CGS-CIMB Chooses SS&C to Power New Wealth Management Business
Leading South East Asia financial service provider selects SS&C’s Global Wealth Platform
08/02/2022
Broadridge Strengthens Presence in Asia-Pacific, Expands Regional Headquarters in Singapore
Reaffirming its commitment to APAC, Broadridge opens a new office in Singapore, paving the way for further growth in headcount, investment and solution offerings
08/02/2022
Canadian VC Portage Ventures aims to raise $1bn fintech fund
The debt and equity fund will target late-stage fintechs seeking to raise over $50m.
08/02/2022
TrueLayer targets wealth sector via partnership with WealthOS
With this collaboration, WealthOS clients can embed TrueLayer’s instant, secure account-to-account payments within the funding journeys of their digital wealth products.
08/01/2022
SS&C Technologies Releases Q2 2022 Earnings Results
Adjusted revenue $1,330.0 million, up 5.5%, Adjusted Diluted Earnings Per Share $1.10, down 11.3%
08/01/2022
SIX enhancing Swiss-Singapore financial ties
The Swiss company’s service offerings in Singapore are in the areas of exchanges, securities services and financial services