Managers of Wealth Fintech

Global Wealth Report 2021

Credit Suisse Research Institute published its twelfth Global Wealth Report showing continued wealth growth

Effects of COVID on household wealth

The short-term consequences of the COVID-19 pandemic for household wealth are now much clearer than they were last summer.

Corporate Actions - You Are Not Alone... But Should You Be?

Most of these can be mitigated with a combination of more data and modern technology, automating processes and bringing best practice.

JPM and Nutmeg: a digital union made to last?

JPMorgan is acquiring online investment manager, Nutmeg, to augment its new digital bank for UK consumers, expected to launch later this year.

Criptonite Asset Management and US-Based Wave Financial Announce Strategic Partnership

Criptonite and Wave will address the increasing demand from European investors for new, secure and regulated crypto-asset investment products

Europe dominates, China rises, and the US remains stable in 2021 World Competitiveness Ranking

Western European countries lead in the 2021 rankings, reflecting the resilience of economies in the face of the global COVID-19 health crisis.

CREALOGIX included in report on most influential APAC solution providers

The report is a must-read of any wealth manager in the region and provides a uniquely focused, accessible and relevant resource to support technology insights, planning, and strategy.

BBVA selects Alpinma to scale up quants business

Offered as an enterprise version of its cloud-based service

Vontobel launches megatrend fund to meet growing demand

Vontobel offers a new thematics equity fund to meet demand for investments in transition and disruptive technology.

Mustier and Arnault's SPAC targets £2.5bn UK fintech True Potential

Pegasus Europe tabled a bid this week to take the UK fintech onto the Amsterdam stock market, Sky News learns.

BBVA Switzerland’s digital assets solution launches next week

One of the main advantages the bank is promoting is the ability to see bitcoin holdings in its investment app alongside other conventional investments.

Raisin goes live in the U.S. with MapleMark Bank as its first partner bank

Through our technology we’re creating a win-win solution for banks and customers alike.

D1 Capital Partners makes USD150m investment in Addepar

Addepar, a technology platform for wealth management, has raised USD150 million from D1 Capital Partners at a pre-money valuation of USD2 billion as part of its Series F financing.

New Access and Apiax Partnership

Within the next months, Apiax’ API solution will be fully integrated in New Access’ core-to-digital suite of solutions

Profile Software named category leader in Chartis’ Advisor Desktop solutions for Wealth Portfolio Suites

The advisor's desktop is the command center for prospect/client engagement, financial planning, investment decisioning and practice management.

JP Morgan Chase to buy loss-making robo-adviser Nutmeg

Launching digital bank 'Chase'

The Wealth Mosaic releases its first APAC Wealth Technology Landscape Report

Mapping over 530 technology vendors to the business needs of the APAC wealth management sector

‘We were in the right place at the right time, with the right product’

President of Mako Financial Technologies explains how flexible platform for wealth firms puts relationships back in focus

French and Swiss central banks to trial wholesale digital currencies

It is the Bank of France’s latest CBDC pilot. In April, it ‘settled’ - or made payments on - digital bonds issued by the European Investment Bank using blockchain technology.

People power: wealth management’s most valuable commodity, and how technology is holding it back

The wealth management industry wholeheartedly embraced new ways of working, bringing an industry that is notoriously steeped in tradition and the currency of relationships eons into the future in the process.

Wealth & Asset Management