08/31/2023
Will ChatGPT have a role in financial services?
Knowledge and insights from the wealth of information that models like ChatGPT or Bard/Vertex contain, can be used to enrich services and products.
FinTech
08/30/2023
Tether adds Bahamas-based private bank Britannia as partner: Report
Tether’s reported new partnership with Britannia Bank makes it the third Bahamas-based bank to join forces with the stablecoin issuer.
08/30/2023
Digital wealth manager Moneyfarm sees H1 AUM grow 15% to £2.6bn
Released half-year results to end of June
08/30/2023
TISE partners with Avenir to deliver next-generation private market
Customised trading, settlement and registry solutions adopted for new TISE service
08/24/2023
Former First Wealth planners launch next-gen advice firm
A trio of former First Wealth financial planners have decided to set up their own advice firm – Finova Money – which will focus on serving the next generation of clients.
08/24/2023
Ex-Goldman Executive Predicts Crypto Hits $10,000,000,000,000 Valuation After Family Offices and Institutions Arrive
Pal believes that institutional investment in crypto will be large enough to drive the total market cap of digital assets to more than $10 trillion, more than triple its $3 trillion market cap peak in 2021.
08/21/2023
Kubilay Yalcin: «Fashionable Themes Are Dangerous»
In fact, the potential of this new technology is enormous.
08/18/2023
SEI Extends Long-term Relationship with Bar Harbor Wealth Management
SEI to Power Continued Business Transformation for Community Bank
08/18/2023
Wealth Management Services Need to Put the Human Element Ahead of Technology
Keeping humans in the equation is important for quality wealth management services.
08/18/2023
Deep Dive: Tokenisation represents 'paradigm shift' for asset management
'Transform the fund management industry'
08/18/2023
Netwealth targeted by scammers in clone attack
The FCA warned that this firm is not authorised but has been contacting people pretending to be an authorised firm.
08/15/2023
How wealthtech partnership has been a 'constant evolution'
Fintech provider and wealth firm leaders share how collaboration has improved client-advisor relationships
08/11/2023
Avaloq: Banks Explore AI to Tap Affluent Segment
Wealth management opportunities in Asia continue to attract banks to expand and capture greater wallet share in a region that is still rapidly generating new riches.
08/09/2023
Singapore’s Endowus raises $35M for wealth management platform | TechCrunch
The company plans to use the funding to scale its operations in Singapore and Hong Kong, where it currently serves over 100,000 clients.
08/09/2023
Accenture - Asia's Wealth Management Confronts A Digital Revolution
Traditionally, wealth management institutions have banked on relationship managers (RMs) to curate, maintain, and boost their clientele.
08/09/2023
Bybit unveils wealth management product
Following this, Bybit will introduce Structured Products, expanding investment horizons for its users.
08/08/2023
Bybit Launches Wealth Management Product
The customised solutions it offers help investors find their own unique routes to success by catering to their own needs and risk preferences.
08/08/2023
Understanding Crypto Assets and their Issuers under the Markets in Crypto-Assets Regulation
The use of the term ‘crypto assets’ throughout this article shall be understood as referring to Utility Tokens and other types of crypto assets excluding ART and EMT.
08/07/2023
AI will bring 'carnage' to wealth management, strategist says
M&A deals in the wealth management industry are on the rise as investors embrace artificial intelligence.
08/03/2023
BlackRock-Avaloq tie-up piques interest among Asia private banks
The two firms aim to address a large gap in the risk management industry among Asia's private banks.