Investment manager FundGuard scores $40m
FundGuard, an AI-powered investment management and asset servicing platform, has closed its Series B funding round on $40m.
Meet Ellevest, the platform in pursuit of closing the gender wealth gap
Ellevest, a financial company on a mission to help women build wealth, has raised $53m in Series B funding.
RBC bolsters wealth management offering with Brewin Dolphin acquisition
The Royal Bank of Canada (RBC) is to acquire UK-based wealth management firm Brewin Dolphin.
Democratisation of wealth management – How firms can stay relevant
Traditionally, wealth management has been for the wealthy. The average Joes and Janes have often been skipped out on by big wealth managers due to little revenue incentive to capture that market.
NatWest backs LiveMore Capital in £275m credit facility
LiveMore Capital, a mortgage lender to the over-50s, has secured a £275m credit facility from NatWest.
How Sparebanken Møre is using WealthMapper to lead wealth management in Norway
Sparebanken Møre, a Norwegian savings bank, hopes to become a leading player in the wealth management space. To achieve this, it is working with TietoEVRY and its WealthMapper solution.
WealthTech company FNZ raises colossal $1.4bn
Global wealth management platform FNZ has closed a colossal $1.4bn investment, which brings its valuation to $20bn.
ThinkMarkets inks $30m funding
Brokerage firm ThinkMarkets has raised $40m from a growth capital funding package.
Sustainable investing app Etcho eyes imminent UK launch
Etcho, a sustainable investor app looking to help investors make conscious investment decisions, is set to launch its offering in the UK.
How can wealth managers stand out from the pack?
As the wealth management industry continues to become more competitive, the need to establish your company as the go-to wealth manager becomes ever more vital.
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