Managers of Wealth

Real estate: UBS and Baloise are involved in the broker market

The support is provided digitally as well as personally.

GenTwo opens up to retail investors

Private investors can access the services through financial intermediaries, such as their bank.

Three quarters of wealth managers planning to embrace crypto

UK regarded as future regulatory hub

Alpian partners with Visa to offer innovative, digital, and smart payment solutions for Switzerland

The card has no handling fees and offers each client a “unique, elegant and cost-effective means” for everyday banking needs.

Malaysian wealth management app Versa secures eight-figure funding

The funding round was led by Hibiscus Fund, a venture capital fund handled by RHL Ventures, and South Korea-based financial services provider KB Investment.

Swiss crypto asset manager valued at CHF 2bn

The fundraising round was worth $25m (CHF 24.59m) and led by a hedge fund from London.

Fresh investment for app that allows buyers to find off-market homes and directly engage potential sellers

Buyers can use the Nokkel app to search within a significantly larger pool of off-market properties and receive alerts when their favourite properties come onto the market or, for truly must-have homes, they can express interest and chat directly with wil

The world's leading financial technology (fintech) vendors and solutions

The annual ‘Sales League Table’ by IBS Intelligence sheds light on the world’s most popular and used fintech solutions.

Why integration should matter for tech-focused wealth firms

FutureVault CEO speaks out on need for long-term vision in tech implementation to avoid business risks

BlackRock to Use Kraken Subsidiary for Crypto Offering

Shortly after, BlackRock launched a spot bitcoin private trust for U.S.-based institutional investors.

Infront Inks Deal to Acquire Assetmax to Boost Its Wealth Management Offering

The transaction is expected to be completed by the end of September at the latest, subject to customary conditions.

Sygnum: the first Swiss bank to open a metaverse hub

The hub showcases Sygnum’s Web3 product innovations and provides a trusted entry point for investors into the emerging USD 5 trillion crypto-powered metaverse economy

StashAway partners with BlackRock to offer multi-asset model portfolios to its clients

This partnership will give more investors across Asia access to BlackRock’s insights and investment capabilities via StashAway’s platform, offering diversified and liquid ETFs as building blocks for portfolio construction, maximising the value

BXM Link gets green light for European expansion

Bitmex Link is Bitmex Group's brokerage service for trading digital assets.

Wave Financial Acquires Geneva Based Criptonite Asset Management

The acquisition follows the strategic partnership between the two companies back in 2021

Fintech launch aims to boost access to private markets investment

PM Alpha is aiming to popularise private markets investment to a wider investment base by enabling better access for wealth managers to the best private markets managers.

Brazil’s Largest Private Bank, Itaú, Selected by Central Bank to Develop a DeFi Liquidity Pool

The Banco Central do Brasil chose seven other projects as part of the Financial and Technological Innovation and Technology Laboratory.

Opportunities in Digital Assets Await Both Asset Managers and Servicers

After mainstream adoption, many global regulators approved inclusion of digital assets in institutional portfolios, and retirement (IRA/401k) accounts.

St James’s Place to launch mobile app

Wealth management and financial planning, we would all recognise, has perhaps not been at the leading front edge of tech.

Kristal.AI crosses the USD1B mark in assets under management

In the first seven months of this year, KristaI has grown its user base by over 50%, in comparison to the existing 2021 user base.

FinTech