Managers of Wealth

Bridging Financial Intermediaries and Advisors to GATHER and GROW Assets

Fi360’s leading-edge fiduciary technology and education solutions help drive operational efficiency and grow your business.

Wealth management platform Finnomena, Franklin Templeton to bring investment solutions to Thai investors

According to the firms, investors will be able to perform portfolio analysis and view insights on their customised portfolios, something that was previously accessible only to high-net-worth individuals in Thailand.

axeed AG and Noveras AG announce partnership and powerful new service for bank advisors

Axeed and Noveras share the same dedication of strong innovation and conviction that the use of digital solutions with artificial intelligence will drive transformation in banking and wealth management.

Refinitiv Wealth Management Report – ‘Redefining Investor Data Needs’ – Highlights the Growing Needs of Self-directed and Advisory Clients

The study finds that self-directed and advisory clients’ needs are rapidly changing.

Forrester report reveals top emerging technologies in banking in 2021

Banks, cites the report, are set to bet big on "hot" technology investments such as CX and openness

Praemium International and Allfunds ink distribution agreement

Users will benefit from multi-currency offerings and access to offshore funds

SEI Reports Fourth-Quarter 2020 Financial Results

SEI Investments Company today announced financial results for the fourth-quarter 2020

BlackRock-backed robo-adviser to close UK consumer platform

Scalable is one of the largest of a group of so-called robo-advisers in Europe which offer wealth management tools online and at relatively low cost.

Scalable Capital latest robo to shut UK wealth business

The EU-headquartered robo-adviser is closing its UK wealth arm.

Digitising the Investment Proposal Process

Van Lanschot Kempen further digitises its investment advisory business in the Private Bank by introducing Objectway’s component for Digital Investment Proposals.

The future of wealth management

As a result, wealth management clients are ready for more support throughout their family’s financial lives.

Avaloq introduces consulting firm d-fine as a Special Service Partner

Frankfurt-based d-fine joins Avaloq’s global partner network to strengthen the leading digital banking solutions provider’s implementation capabilities.

Farther Finance Launches Category Defining Wealth Management Tools

New Platform Combines Latest in Tech, Data, and Financial Advice to Create the First Financial Services Platform That Makes The Private Bank Experience Accessible

Digital Wealth Manager Now Managing $1B in Client Assets

StashAway noted that its investment portfolios generated annualized returns ranging anywhere from 16.5% for its greatest risk portfolio to 4.3% for its lowest-risk portfolio since it began offering financial management and investment services in July 2017

FinTech