Advisory & Brokerage

Masttro, a leading WealthTech provider serving wealth owners and their advisors, has announced the appointment of Jay McNamara as chief executive officer (CEO), effective...

Waafi Bank, a Malaysia-based start-up founded in 2020, has chosen The Bank of London, a leading global clearing, agency, and transaction bank, as its banking services provider.

Prior to the pandemic, wealth management was a sector known for its personal, high-touch interactions. Customers expected face-to-face meetings in exclusive offices, often with...

Futeur.AI, an emerging FinTech firm, has announced the launch of its new business credit management digital platform designed specifically for small and medium-sized enterprises...

Novel, a FinTech platform dedicated to providing non-dilutive capital and strategic tools to tech founders, has announced a successful $15m oversubscribed pre-Series A funding round.

EFG Hermes, the leading investment bank in the MENA region, has acquired a minority stake in Kenzi Wealth, a Danish FinTech company specialising in AI-powered asset management technologies.

As we delve into the initial months of 2024, the wealth management sector stands at the cusp of transformation, propelled by technological advancements and a challenging economic landscape.

In an era where digital transformation is paramount, asset managers are recognising the indispensable role of automating Anti-Money Laundering (AML) processes.

In the ever-evolving world of financial services, the integration and management of diverse financial data stand as a cornerstone for innovation and customer satisfaction.

One of the biggest challenges that wealth firms face is providing their advisors with seamless access to custodial data. This is not just a technical hurdle, but a fundamental aspect of how WealthTech can empower financial advisors to better serve clients with utmost confidence.