06/20/2022
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 & Asset Management
06/15/2022
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.
06/14/2022
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
06/14/2022
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.
06/14/2022
RBC and Envestnet Data and Analytics announce agreement
RBC clients also benefit from a wide range of RBC's digital security tools
06/14/2022
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.
06/13/2022
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.
06/13/2022
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.
06/13/2022
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.
06/13/2022
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.
06/08/2022
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.
06/07/2022
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.
06/07/2022
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.
06/07/2022
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.
06/06/2022
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
06/06/2022
China's Ant Group launches digital bank ANEXT in Singapore
Ant obtained one of Singapore's first digital wholesale banking licences at the end of 2020 allowing it to serve large clients, including financial institutions and corporations.
06/05/2022
ERI awarded best “Core Banking Software (Pan-Asia)“ at the WealthBriefing Asia Awards 2022
Showcasing “best of breed” in the Asia region, these awards have been designed to recognise outstanding organisations grouped by specialism and geography
06/03/2022
Endowus collaborates with Partners Group to bring institutional private equity access to Endowus Private Wealth clients
Endowus had also seen a significant uptick in the number of accredited investors on its platform, almost tripling between April 2021 and 2022.
06/02/2022
Cloud Capital Launches to Address the Changing Needs of Modern Financial Services Clients
Seeing the opportunity to address the growing demand for comprehensive financial planning and high touch service, Taylor Heininger and Hart Williams leave Bessemer Trust to form Cloud Capital with Seattle-based Venture Capitalist, Sean Sternbach.
05/30/2022
Unblu recognized for outstanding wealth management platform at Private Banking Switzerland Awards 2021
Celebrated in Zurich, the event recognizes pioneering achievements by banks and service providers in the wealth management sector