08/01/2022
Asset Management FinaMaze completes the Fintech Saudi program
The UAE asset and wealth management firm participated in the Fintech Saudi Demo Day after it successfully completed the Program
Wealth & Asset Management
08/01/2022
A new approach to platforms
These huge global firms created a demand for middle and back office operational outsourcing solutions, initially filled by the major global custody banks.
07/27/2022
Four Information Management Barriers Wealth Management Professionals Face
The digitalization of the wealth management industry has brought on unique demands, shifting from personal interactions to multi-communication channels.
07/27/2022
TIFIN Wealth announces strategic partnership with Chalice Network and their community of 60,000+ advisors
TIFIN Wealth's solutions to be promoted in Chalice's marketplace; their investment personalization and digital marketing solutions available at a discount to Chalice affiliated wealth managers
07/21/2022
Wombat launches crowdfunding campaign
The Crowdcube campaign will run for three weeks and has a target of £1 million. It will be the first time Wombat is coming back to Crowdcube since it launched in 2019.
07/21/2022
Philippine asset and wealth manager ATRAM to launch digital wealth management platform with additiv
The strategic partnership will enable ATRAM to modernize and digitize their wealth management solutions to meet the growing need for intelligent and intuitive investment services.
07/21/2022
InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth
Goal-based financial planning will be available to Rabobank’s HNWI and retail clients
07/20/2022
FNZ acquires Swiss private banking technology company New Access to open up wealth together
The acquisition represents a further investment by FNZ in the growing private banking sector and will increase its presence in the cross-border wealth centers of Switzerland, Liechtenstein and Luxembourg.
07/20/2022
M&G Wealth Advice chooses intelliflo to support expansion plans
“We both firmly believe that using technology to best effect can make a huge difference to the success of an advice firm.”
07/18/2022
Morgan Stanley Investment Management and iCapital expand partnership
Private markets investments have the potential to generate higher returns and provide diversification benefits to investors as they seek to access relatively untapped opportunities.
07/18/2022
Digitising wealth management enhances client experience
With close contact being restricted or highly discouraged during the public health crisis, companies began to adopt innovative solutions to ensure business continuity, and most importantly, uninterrupted client service.
07/15/2022
Practifi Expands Consulting Network With Red Rock Strategic Partners
Wealthtech Provider Partners with Industry-Leading Consulting House to Drive Client ROI and Adoption.
07/14/2022
Kaleido Privatbank relies on InCore Bank's Digital Asset Services
Many experts are convinced that digital assets such as cryptocurrencies, but also digitized, or tokenized assets, belong in a diversified portfolio.
07/14/2022
Deutsche Bank partners Abbove for wealth management services in Belgium
Deutsche Bank has partnered with wealthtech Abbove to utilise its wealth planning platform for clients in Belgium.
07/13/2022
StashAway launches industry-first Flexible Portfolios
It is the first product in Mena that offers investors the choice to customise their portfolios with ease. Flexible Portfolios allows investors to pick the asset classes they want, decide their exact allocations, and change them any time
07/13/2022
Eton Solutions Raises US$ 38 Million Series C Funding
Series C Funding Round Anchored by Navis Capital Partners to Support Eton Solutions Product Development, its Rapid Growth Trajectory, and International Expansion.
07/13/2022
Digitalization hiring levels in the private banking industry rose in June 2022
We've analysed hiring patterns using data from GlobalData
07/12/2022
Wealth Wizards develops financial wellbeing application for Royal London
Once complete customers are presented with a health check score and a personalised dashboard highlighting both areas of strength, as well as opportunities for improvement
07/12/2022
Necessity is the mother of invention – how wealth managers need RegTech to navigate marketing and sales compliance
In addition, operating in multiple jurisdictions means there are decisions to be made over whether to take a broad-brush approach and apply the strictest regulatory regime to all products, or adopt the compliance rules of each country and have a more tail
07/12/2022
Motive Partners raises $2.5 billion fintech-focused fund
In March, Motive together with Clearlake Capital acquired BETA+, the wealth management technology operations of the London Stock Exchange Group, for $1.1 billion.