Managers of Wealth Fintech

Zurich Fintech Boosts BlackRock’s Cross-Border Wealth Solutions

The announcement was made jointly by both companies on Monday.

BoBo revamps app to simplify household financial management for HNWIs

This level of customisation is ideal for managing the complex household finances of wealthy families.

Objectway supports Baader Bank to propel its 'Road to Future' program

By leveraging Objectway’s solutions and expertise, Baader Bank aims to enhance scalability and drive improved business performance.

What banks will spend almost 60 billion on in 2025

At the same time, the generational change taking place among investors will ultimately demand a new level of digitalization.

Wealth management, co-living spaces, AI chatbots among fastest-growing businesses in Singapore

Companies from these sectors accounted for approximately 40 per cent of the list compiled by The Straits Times and global research firm Statista.

Wealth Access to Integrate With Q2 Digital Banking Platform

Wealth Access said it delivers deep insights that fuel hyper-personalized banking interactions, strengthen customer loyalty, and drive increased revenue.

SIX takes over Swiss fund information service

This makes it the sole shareholder of the provider of Swiss fund information.

StashAway sees investment deposits double in 2024

Its HNW and emerging HNW were more likely to invest in a diversified portfolio.

Farther Partners with SignalPoint Asset Management, Managing $650 Million in Client Assets

SignalPoint was founded as an independent RIA in 2008 with a deeply personal approach to wealth management.

The challenges of Wealth Management 4.0

Given this context, investments in technology play a crucial role for industry players, and are estimated to grow next year as well.

Can NextGen tech make wealth management more human?

Adopting as-a-service models and cloud-based technologies allows wealth managers to modernise outdated applications and operations management.

Bravura signs South Africa's Old Mutual Wealth

This, combined with enabling the creation and management of portfolios more efficiently, further reduces risk and better bridges the gap between advisers and DFMs.

Wealth managers urged to ‘get aboard the AI train’

The plan – which prime minister Keir Starmer insisted will make Britain the world leader in AI – comes alongside an investment of £14bn from private lending tech firms.

Revolut plots push into private banking

The financial super-app has posted job listings for a private banking compliance manager, legal counsel and head of relationship management on its Website.

bfinance launches HNWI private credit wealth management tool

The service is led by head of bfinance Access Bradley Budd.

Standard Chartered granted licence in Luxembourg to offer digital asset custody services

The new entity will serve as the regulatory entry point to the EU market to serve growing client demand

What’s Fueling Southeast Asia Fintech Golden Age?

The report, released in December, explores the driving factors and key trends in Southeast Asia’s fintech market, highlighting Southeast Asia’s robust fundamentals which have been propelled the fintech sector’s rapid growth.

First American Bank joins InvestCloud to digitise Wealth Management

Currently operating on a technology stack with multiple systems, FAB recognised the need to provide its clients and advisors with a unified and modern platform.

Innovative and consultative, this is the approach of the new wealth-tech

A complex context in which it is crucial to identify partners capable not only of offering cutting-edge technological solutions with the evolution of the market, but also a targeted consultancy approach.

First American Bank Partners with InvestCloud to Enhance Wealth Management Digital Experience

Collaboration aims to enhance client engagement and streamline advisory services through innovative technology solutions

Wealth & Asset Management