Institutional Investment & Trading

WealthTech is an ever-evolving landscape, with wealth managers perpetually innovating to adapt to client needs. It's absolutely vital for these financial gurus to stay ahead of trends and identify the crucial areas of focus to provide stellar service and maximise client outcomes. As we journey into 2023, let's delve into the top five priorities for wealth managers.

MerQube, described as a trailblazer in technology for the future of index-linked investing, has officially confirmed a significant fundraising achievement.

Upgrading technology in investor onboarding offers immense benefits and the asset management industry is quickly catching on. The landscape of regulatory environments is in...

Pioneering the digital asset management realm, Bequest Finance, has announced the successful acquisition of $2.75m in a recent funding round.

Velexa, a leading player in the WealthTech sector, has recently been distinguished by CBS as an Innovation & Disruption Leader.

London-based TreasurySpring, a revolutionary FinTech company in the capital markets arena, has successfully secured a Series B funding round.

EDX Markets, the pioneer in providing safe and compliant digital asset trading through trusted intermediaries, made headlines today with its launch and completion of a new investment round.

Although financial participation continues to linger at around 10% among European banking clients, a stark contrast to the 89% of individuals acknowledging the importance of financial preparedness for their future, several emerging trends are inspiring optimism. These trends are pushing financial participation to new heights.

Cleareye.ai, a pioneer in digital trade finance, recently declared a significant investment from J.P. Morgan's Trade and Working Capital group. The fund is aimed at expanding Cleareye.ai's digital reach in the trade finance industry.

Last month, Aiviq spearheaded a crucial industry event, bringing together forward-thinking leaders from 10 prominent asset management firms.