Advisory & Brokerage

Alternative investment platform CAIS has joined the unicorn club following a $225m investment round led by private equity firms Apollo and Motive Partners.

Simplicity is the ultimate sophistication, Leonardo da Vinci once said. However, simplicity can be a double-edged sword when digitising wealth management and the key is finding the right balance.

With every new variant of Covid, the end of the pandemic continues to move further into the distance. These past two years have shown the cruciality of digital services, and firms no longer have a choice to avoid it if they want to stay successful. The trouble is, where does a firm start?

iCapital Network, which is boosting access and efficiency in alternative investing industries, has scored $50m in fresh funding, which brings its valuation to $6bn.

A blogpost by Kidbrooke has detailed how financial organisations can ensure regulatory compliance and transparency when it comes to their digital financial products.

While financial services scramble for digital transformation, Kidbrooke fears most have not assessed how the decision-making models of underlying technology might impact customer experiences.

Wealth managers typically focus on older people, as that is where the money is. However, young investors hold the wealth of tomorrow and capturing them early will stop them going elsewhere.

European digital bank bunq will become the first European digital bank to start offering mortgages to its customers.

A study conducted by AutoRek and Worldwide Business Research has found up to 60% of asset and wealth managers view reconciliations as the biggest challenge to their company.

World leading payment processor Visa has launched a crypto advisory service for its clients and partners under its Visa Consulting and Analytics (VCA) arm. Through...