11/04/2022
Moneythor rolls out new digital engagement tool for wealth sector
The Moneythor platform and its application programming interface (API) use these sourced data to provide the clients with customised inputs and suggestions in real-time.
FinTech
11/04/2022
Fintech firm Saxo rolls out new digital advisory tool for wealth managers
The tool also features SaxoAdvisor, a financial advisory tool that allows partners to generate investment proposals.
11/04/2022
Zurich crypto asset manager hires ex-Goldman PM to head research
Friedrich Herzog will also work as a senior portfolio manager at Crypto Finance Asset Management.
11/03/2022
Biotech VC boutique obtains Finma licence
Pureos Partners is supervised by Organisation de surveillance financière.
11/03/2022
Binance Considers Bank Acquisition for Equity Upside
In addition to the growing interlinkages between digital assets and traditional finance, Zhao said there was also an opportunity to capitalize on equity returns related to such activities.
11/03/2022
ADDX launches tokensied French wine portfolio
The indicative worth of each bottle ranges from hundreds of dollars to thousands.
11/02/2022
Singapore to Pilot Blockchain-Based Structured Products
With asset tokenization, customers will find it easier to create structured products with the bank and enjoy an improved process
10/31/2022
Saudi wealth fund launches $24bn tech fund
The announcement was made at the Future Investment Initiative, a flagship event for the region's financial services industry.
10/31/2022
New offerings for private clients in the UBS key4 digital product line
UBS key4 smart investing gives clients domiciled in Switzerland the opportunity to regularly invest with a standing order or, if requested, single payments starting at CHF 50
10/31/2022
Mashreq partners with FinIQ
To enhance client experience with an Integrated Wealth Management platform
10/28/2022
Abu Dhabi's Hub71 establishes platform to help family offices invest in tech start-ups
Abu Dhabi's Hub71 establishes platform to help family offices invest in tech start-ups
10/27/2022
Wealth managers to increase spending on client behaviour tech
As 49% claim they mainly rely on own intuition to assess their customers’ psychology
10/27/2022
Wealth management startup Sidekick scoops £3.33 million in pre-seed funding
The funding round, which was led by Ocotopus Ventures with participation from Seedcamp and Semantic
10/26/2022
SEBA Bank Brings Regulated Custody to Blue-Chip NFTs
The NFT market continues to develop and mature – with 2.2 million unique investors in the asset class in Q3 2022, a 36% increase in the same period in 2021.
10/26/2022
UK's most exclusive wealth tech, Privat 3 Money, launches bespoke mobile trading platform to HNW clients
It's all thanks to a partnership with U.S. based global fintech investment rail DriveWealth, whose modern and sophisticated back-end technology provides P3 customers with the market access
10/26/2022
UBS launches digital wealth management platform, WE.UBS, in Shenzhen, China
The platform provides both local and global investment solutions through a robust selection process, dedicated investor education as well as 24-hour tracking based on market developments.
10/25/2022
HK and Singapore’s mega-rich are eyeing crypto investments: KPMG
Despite the ongoing bear market, family offices and high-net-worth individuals in Hong Kong and Singapore are keen to invest in crypto or already have holdings.
10/24/2022
Wealth Managers Reluctant to Invest in Crypto
The survey, which polled 125 wealth managers worldwide, found that just 8% of participants indicated having invested in crypto for their customers.
10/21/2022
Envestnet launches Wealth Data platform
This expansion of the Wealth Data Platform is possible through Envestnet’s partnership with Snowflake, the Data Cloud company, and the Powered by Snowflake program.
10/21/2022
Hubwise AUM to grow to over £20bn this year
SS&C sees the purchase as a “strategic acquisition” that will boost the firm’s existing solutions for asset managers and discretionary wealth managers.