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Products

Devexperts Adds AI Driven Support Tools to Devexa for Wealth Managers

  • The updated Devexa offers performance charts, asset allocation views, and real-time tracking.
  • New tools integrate with platforms like WhatsApp and Discord, giving clients access to portfolio data.
Thursday, 31/10/2024 | 10:05 GMT by Tareq Sikder
Retail FX

FCA Approval Expands Stratiphy's Retail Offerings with Customized Portfolios

  • The firm has become FCA's first approved independent wealth manager for retail client investments.
  • It now can offer tailored portfolios to retail investors, diverging from tradition and unlocking growth.
Wednesday, 01/05/2024 | 08:46 GMT by Tareq Sikder
Retail FX

Is An Entire Generation of New Investors Never Knowing a Recession a Bad Thing?

  • What's next for new investors?
Thursday, 26/10/2023 | 18:43 GMT by Pedro Ferreira
CryptoCurrency

Bybit Presents New Product: Crypto Meets Wealth Management

  • The cryptocurrency company is expanding its services to include wealth management.
  • This is an interesting diversification at a time of declining crypto market activity.
Wednesday, 09/08/2023 | 12:40 GMT by Damian Chmiel
Investing

Wealthtech and the Rise of Robo-Advisors: Opportunities and Risks for Investors

  • Wealthtech reimagined.
Monday, 17/04/2023 | 10:55 GMT by FM Contributors
Institutional FX

BNY Mellon and Snowflake Partner to Enhance Data Analytics for Wealth Management

  • Pershing X develops a platform that consolidates financial data.
  • The newest partnership aims to deliver wealth managers faster data analytics.
Tuesday, 11/04/2023 | 09:42 GMT by Damian Chmiel
Education Center

AI and Machine Learning in Wealth Management: Custom Portfolios and Predictive Analytics

  • Will AI lead to a winner-takes-all scenario?
Tuesday, 04/04/2023 | 14:15 GMT by FM Contributors
Education Center

Wealthtech and the Democratization of Investing: Opportunities for Retail Investors

  • What's next for Wealthtech?
Friday, 31/03/2023 | 12:46 GMT by FM Contributors
FinTech

Deutsche Bank Expands Wealth Management Service to South Africa

  • South African clients will be served from Zurich, Switzerland.
  • The German lender's new rep office in South Africa is authorized by SARB.
Thursday, 30/03/2023 | 18:15 GMT by Solomon Oladipupo
Education Center

AI and Machine Learning in Wealth Management: Customized Portfolios, Predictive Analytics

  • AI is set to take the Wealth Management by storm. Will it succeed?
Monday, 27/03/2023 | 16:00 GMT by FM Contributors
Education Center

Wealthtech and the Democratization of Investing

  • How Wealthtech is about to change everything we know about wealth management.
Friday, 17/03/2023 | 16:25 GMT by FM Contributors
Education Center

The Future of Wealthtech: Integrating Traditional Finance and Fintech Innovations

  • Wealthtech is about to change everything you know about wealth management.
Thursday, 16/03/2023 | 16:11 GMT by FM Contributors
Technology

Wealth Management Powered by AI: Is Your Portfolio Ready for It?

  • The future is here.
Monday, 06/03/2023 | 10:10 GMT by FM Contributors
Institutional FX

Boutique Wealth Manager EXANTE Secures FCA License, Launches in UK

  • The boutique brokerage hopes to establish its headquarters in London.
  • A number of firms gained and lost their FCA licenses last month.
Friday, 20/01/2023 | 22:35 GMT by Solomon Oladipupo
Institutional FX

Nomura Opens Dubai Office, Expands Wealth Management in Middle East

  • By 2025, Nomura wants to manage up to $35 billion of clients' wealth.
  • The new Dubai branch has already obtained authorization from the local regulatory commission.
Tuesday, 13/12/2022 | 09:35 GMT by Damian Chmiel
Institutional FX

FNZ Agrees to Buy Diamos AG

  • The acquisition will boost the company’s presence in the German market.
  • FNZ is planning to employ over 1,000 people across the DACH region.
Saturday, 10/09/2022 | 11:56 GMT by Bilal Jafar
Institutional FX

Infront Announces Acquisition of Assetmax

  • The company is planning to expand its offering.
  • The acquisition will facilitate customers across Europe.
Friday, 26/08/2022 | 09:51 GMT by Bilal Jafar
Op-ed
Op-ed
Executives
Op-ed
Op-ed

Golden Oldies: Are Investment Trusts Having a Renaissance?

  • Investment trusts are vehicles with shares that are traded on a stock exchange.
  • Investment trusts raised a record £15.1 billion of new money in 2021.
Wednesday, 24/08/2022 | 13:30 GMT by Aspectus Group
News

FNZ Announces Strategic Acquisition of New Access

  • The terms of the deal were not disclosed.
  • The acquisition will boost FNZ’s presence in private banking and wealth management.
Wednesday, 20/07/2022 | 08:57 GMT by Bilal Jafar
Institutional FX

MSIM and iCapital Expand Partnership to Facilitate Wealth Managers

  • The expanded partnership will provide access to private markets funds.
  • Morgan Stanley is an investor and partner of iCapital.
Tuesday, 19/07/2022 | 06:32 GMT by Bilal Jafar
Institutional FX

Citigroup’s Revenues Hit $19.6 Billion in Q2 2022

  • The net income touched $4.5 billion in the second quarter.
  • Also, EPS dropped to $2.19 for the mentioned period.
Saturday, 16/07/2022 | 11:01 GMT by Bilal Jafar
Executive Moves

Naureen Hassan to Join UBS as President of UBS Americas

  • She will succeed Tom Naratil.
  • UBS also announced the appointment of Iqbal Khan as the President of Global Wealth Management.
Wednesday, 13/07/2022 | 07:00 GMT by Bilal Jafar
News

WeLab Bank Announces the Launch of GoWealth

  • The digital wealth advisory solution will facilitate the company’s customers.
  • Clients can start GoWealth with a minimum of HKD 100.
Friday, 08/07/2022 | 07:02 GMT by Bilal Jafar
News

Mirabaud Selects Temenos and Wealth Dynamix for Wealth Management Services

  • The company has launched a digital transformation program.
  • Temenos and Wealth Dynamix will assist Mirabaud’s digital move.
Monday, 25/04/2022 | 12:18 GMT by Bilal Jafar
Executives

Swiss Bank, UBS, Welcomes Back Frances Fahey as Chief of Staff

  • Fahey is returning after 3-year stint at R&M
  • She is to step into Julie Beavan’s shoes.
Tuesday, 19/04/2022 | 20:04 GMT by Solomon Oladipupo
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