10/10/2022
‘Resistance to digital wealth management has almost disappeared in SEA’: Bambu CEO Ned Phillips
Bambu, which raised US$10M co-led by Franklin Templeton in 2019, is getting closer to profitability and that is its goal for now
Wealth & Asset Management
10/10/2022
Linqto launches Linqto Wealth Platform for Advisors
“Linqto Wealth meets the requirements of wealth advisors and their clients for accessing alternative investments
10/06/2022
KFH – Bahrain launches Wealth Management Platform
The platform aims to streamline both the investment and banking experience for the bank’s high-net-worth clients.
10/04/2022
Ardian and iCapital Partner to Broaden Private Markets Investment Access for Wealth Managers Globally
Ardian’s network of wealth managers serving high-net-worth clients will gain streamlined access to Ardian's offerings via customized technology and solutions powered by iCapital.
10/03/2022
Morgan Stanley Wealth Management Announces Updates to Robo-Advisor Offering
The updates are part of the E*TRADE integration as Morgan Stanley seeks to leverage the strengths of each product offered in its suite.
09/27/2022
Online Investment Platform for Corporate Bonds – WiseAlpha, Announces Collaboration with Titan Wealth
he platform holds a mission of democratizing the corporate bond market with its digital marketplace serving investors of all sizes. In the current economic environment, WiseAlpha’s business should be booming.
09/26/2022
Morgan Stanley’s wealth management arm hit with $35m data protection fine
The SEC says that MSSB, since 2015 and over a five-year period
09/26/2022
Citi to wind down UK retail banking ops to focus on wealth management
The news comes months after Citi said it would exit its Citibanamex consumer banking business in Mexico, ending a 20-year retail presence in the country.
09/26/2022
Fidelity integrates with Salesforce
The integration, built on Financial Services Cloud, is currently in pilot for RIA and family office clients and is expected to be made available to all Fidelity Institutional clients by early 2023.
09/22/2022
Wealthtech to The Rescue Amid Doom and Gloom For Wealth Managers
In parallel, the Covid-19 pandemic has accelerated the pace of habit change for wealth managers clients.
09/22/2022
Citi to exit UK retail market
Citi's UK retail bank is small, comprising a single branch at its Emea headquarters in Canary Wharf.
09/21/2022
St. Gallen tech company proposes Zeno Staub as board member
Bühler Group is a multinational technology company headquartered in Uzwil, in the canton of St. Gallen.
09/21/2022
Aite-Novarica Group Announces Winners of the 2022 Digital Wealth Management Impact Awards
Aite-Novarica Group recognizes 12 innovative financial institutions leveraging best-in-class initiatives.
09/20/2022
Citibank Singapore launches digital offering for younger affluent clients
Citi Plus, which is delivered through the Citi Mobile app, offers a whole suite of digital banking tools designed to help customers save, spend, invest, get insured and build their wealth-related literacy.
09/20/2022
Why Advanced Performance Reporting in Wealth Management is a Competitive Advantage
As a result, performance reporting in wealth management is a competitive advantage. Specifically, investment managers looking to stand out can do so with wealth management reporting software that delivers customization and also real-time data.
09/20/2022
SEBA Bank Awarded Best “Digital Asset Offering”
The award identifies and celebrates the industry’s most distinguished financial services firms across seven dynamic categories.
09/15/2022
iCapital and Tikehau Capital Announce Partnership to Broaden Wealth Managers’ Access to Private Markets across EMEA
This strategic partnership is a key step for Tikehau Capital, allowing us to expand our investor base and provide investors with solutions across multiple assets classes
09/15/2022
Tech-driven asset manager Ethic raises $50m to spur growth
Ethic intends to use the latest investment to drive its growth, which involves enhancing its reach in new areas and develop fresh products.
09/15/2022
UBS joins $50 million round in client-centric investment platform Ethic
Defying market turbulence, Ethic has grown rapidly since its Series B raise in 2021, surpassing $2 billion in assets and expanding its team headcount by more than 70 percent.
09/14/2022
Marstone’s Community Bank Solution Launches with Bank of Oak Ridge to Rapidly Provide Digital Wealth Management for End Clients
Marstone’s offering specifically serves the growing needs of community banks to retain clients by providing competitive digital wealth management solutions