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FinTech

09/11/2023

Morgan Stanley to launch AI chatbot to woo the wealthy

After testing it with 1,000 financial advisers for some months, the bank will roll out a generative artificial intelligence (AI) bot in September, developed with the makers of ChatGPT, OpenAI.

09/11/2023

Northern Trust Grows Front Office Solutions Business in EMEA Market

Northern Trust Front Office Solutions builds momentum in EMEA amidst growing demand for more diversified portfolios

09/08/2023

Top 50 IAM to merge with tech-focused wealth manager

The Probus Pleion group will expand to CHF 3bn in assets under management and gain an office in Lausanne.

09/07/2023

Insurtech receives funding for AI projects

The Insurtech has already received orders with an expected turnover of 1 million euros for 2024.

09/06/2023

Henley & Partners: Crypto Wealth Exceeds $1 Trillion

The total value in Bitcoin alone accounted for more than half at $602 billion.

09/06/2023

Unleashing the full potential of Data, AI, and Strategic Parterships to exceptional Customer Experience

These and many more will be the benefits of AI in the ongoing partnership with Objectway.

09/05/2023

Swiss B2B fintech GenTwo raises $15 million

Alternative investments like private equity, as well as asset classes like real estate, fine art and digital assets are popular on the platform

09/01/2023

UK advisers and wealth managers divided on Grayscale Bitcoin court win

The price of Bitcoin and other leading crypto coins surged on the news of Tuesday’s decision.

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.

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

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