Advisory & Brokerage

The last year was full of challenges, but banks across the world will have plenty of hurdles to overcome in 2021 too.

Digitalisation in wealth management has rapidly accelerated over the past few years, but there are six key areas firms should be focusing their efforts.

Brexit could change the realities of wealth management and how WealthTech companies can navigate the new realities is something Zaliia Gindullina, head of business development at Kidbrooke, discussed in a recent podcast.

Digital banking solution Moneythor has raised a new funding round from investor Navis Capital Partners.

WealthTech Tradeteq has secured $9.4m in a Series A round designed to fuel the further development of its product development.

wealthpilot, a software-as-a-service platform for wealth management, has bagged ?8m in a funding round to improve data aggregation capabilities.

Berlin-based Elinvar has netted €25m in a new funding round, which will help the WealthTech scale its multi-tenant platform.

Digitalisation of client relationship management is now a critical part of wealth management and firms need to automate admin tasks to foster engagement, according to WealthObjects CEO and founder Uday Bhaskar Nimmakayala.

As 2021 is kicking off, there are several trends in wealth management to look out for.

While the payments industry has reason to celebrate, last week also proved a boon for 38 FinTech companies closing investment rounds. The FinTech industry returned...