Managers of Wealth Fintech

Losing money is par for the course with experienced investors

The very richest usually cope with substantial losses, but it can be a different story for those who made their millions quickly

Wealth Wizards releases financial wellbeing app

Royal London is already using Turo Wellbeing to create a series of personalised journeys to help their customers improve their financial wellbeing and retirement prospects, through a guidance-only pathway.

With the tech juggernaut slowing down, where next for investors?

The tech sector experienced exponential growth during the pandemic but is now facing a downturn prompting investors to look elsewhere.

Leveraging Fintech Partners To Create The Next-Gen Wealth Management Tech Solutions

Each of these areas of demand continues to increase—most notably, clients and consumers of all ages and demographics expect more personalized attention-they expect their advisors to “get them.”

Regulation, (Competitive) Risk and Resilience Dominate the EMEA Transformation Agenda

Another key theme for the industry over the last decade or so has been regulation.

Wealth Management Market Players To Provide Hybrid Services By Integrating AI

The Business Research Company’s Wealth Management Market 2022 - Opportunities And Strategies – Global Forecast To 2030

Wealth management trends and the ‘new normal’

It was usually managed by lifelong financial advisors who handled the portfolios and kept the investments ticking over from a discreet distance.

North America retains top spot for High-Net-Worth population and wealth: World Wealth Report 2022

Europe moves past Asia Pacific to second place in growth rate, fueled by a recovering economy in Europe and slowing growth in Asia Pacific; 70% of HNWIs globally have invested in digital assets and currencies

Nutmeg records £19.3m loss post-JP Morgan takeover

JP Morgan-backed Nutmeg’s total losses since inception have hit £115m after the digital wealth manager posted another deficit last year.

RBC and Envestnet Data and Analytics announce agreement

RBC clients also benefit from a wide range of RBC's digital security tools

Twenty7Tec acquires Finplan owner to enter wealth market

The newly acquired CRM system serves mortgage and protection advisers, as well as advisers in the wealth management sector.

SIX Swiss Exchange Gets First Chinese Member

SIX Swiss Exchange is Switzerland’s main stock exchange, with services in other securities, such as bonds and derivatives.

Fintech vets target tech workers with new wealth management organization

The firm says it will provide comprehensive wealth management services for its clients, which include assistance with taxes, equity compensation, and family communication.

Digital wealth management platform StashAway marks significant breakthrough in bridging the gender investment gap

Closing the gender investing gap is one of the most impactful ways we can improve wealth equity.

NatWest eyes digital wealth acquisitions amid sector slowdown

CEO Alison Rose said the bank was looking at purchases in the wealth sector, which amid a downturn in the sector could make purchases more appealing.

Singapore's Capital C Corporation bags SGD74 million in funding

They pride themselves on leveraging the best-emerging technologies in the market to streamline and modernise their workflows to better serve their clients.

Asian wealth managers seen wary of digital assets despite soaring demand

Global banks have been cautiously moving into crypto for several years, some building it within existing operations and others setting up new businesses.

How Private Banks Face up to Critical Technological and Digitisation Investment Decisions as they Fight to Stay Ahead of the Pack

This will mostly be through acquiring and layering on digital tools, and sometimes through outsourcing processes, the latter usually well away from any client interface.

Contemi Wins Best ‘Family Office Solution’ and ‘CEO’ award at Wealthbriefingasia awards 2022

The awards were presented on June 02 at a gala evening in Singapore.

Robo-advisers are increasingly managing wealth in the MENA

One in three (34 percent) expect the number of digital only solutions to increase dramatically by 2025, according to new research from Oxford Risk

Wealth & Asset Management