WealthTech

How AI trends are transforming wealth management in 2024

How AI trends are transforming wealth management

The financial world is undergoing a profound transformation with the rise of artificial intelligence, particularly in wealth management. AI is reshaping asset management, data analytics, and client interactions, enabling wealth managers to deliver greater precision, efficiency, and transparency to modern investors.
Velexa and Ajyad Capital unite to revolutionise Shari’ah-compliant investing in the GCC

Velexa and Ajyad Capital unite to revolutionise Shari’ah-compliant investing in the GCC

Velexa, a leading WealthTech company, and Ajyad Capital, a Bahrain-based investment management firm, have entered a strategic partnership to revolutionise investing in the Gulf Cooperation Council (GCC) region.
Harnessing generative AI in wealth management while mitigating risks

Harnessing generative AI in wealth management while mitigating risks

The wealth management sector has seen a gradual adoption of generative AI (GenAI) and large language models (LLMs), particularly as firms look to enhance efficiency and client interactions.
M-Files and Microsoft 365 revolutionise document management with AI-driven productivity

M-Files and Microsoft 365 revolutionise document management with AI-driven productivity

Businesses seeking to enhance productivity and efficiency are turning to artificial intelligence to redefine how they manage information and collaborate.
Meeting the needs of next-gen investors with omnichannel wealth management

Meeting the needs of next-gen investors with omnichannel wealth management

The investment landscape is undergoing a dramatic shift, driven by the expectations of a new generation of investors. These tech-savvy and socially conscious individuals...
Ruth Asset Management partners with Kidbrooke to revolutionise ESG and market data aggregation

Ruth Asset Management partners with Kidbrooke to revolutionise ESG and market data aggregation

Ruth Asset Management has partnered with Kidbrooke to address the challenges of ESG and market data aggregation during a critical post-merger period. In an...
Millions of UK savers unaware of pension pots, risking financial security

Millions of UK savers unaware of pension pots, risking financial security

Eight in ten UK working-age adults are uncertain about the location of all their pension pots, raising serious concerns about a potential pension savings...
Publicis Sapient and OSB launch cutting-edge digital savings platform

Publicis Sapient and OSB launch cutting-edge digital savings platform

Publicis Sapient, a global digital business transformation firm, and OneSavings Bank (OSB), a specialist lender listed on the FTSE 250, have launched a new digital savings platform as part of their strategic partnership.
Upbound and Brigit merge to accelerate financial innovation and consumer engagement

Upbound and Brigit merge to accelerate financial innovation and consumer engagement

Upbound Group has entered a definitive agreement to acquire Brigit, a financial health technology company, in a deal worth up to $460m.
How impactful has open banking been to WealthTech?

How impactful has open banking been to WealthTech?

It has nearly been a decade since the EU launched its open banking rules, but has open banking lived up to its potential?

News Stories

Alliant Transportation unveils commercial fleet risk network

Alliant Insurance Sevices has unveiled ASCEND (Alliant Safety Coalition for Education, Networking and Development), a new safety-focused initiative created by its Alliant Transportation division...
Inszone Insurance acquires Legacy Partners in Michigan

Inszone Insurance acquires Legacy Partners in Michigan

Inszone Insurance Services, a Sacramento-based national insurance brokerage, has acquired Legacy Partners Insurance Services, expanding its footprint across southeast Michigan. The deal brings Legacy Partners...

How Behavioural Finance is bringing automation to UK wealth management

Behavioural Finance was grown from the roots of Tweed Wealth Management – a multi-adviser financial advice firm – to build AI-powered automation tools for...
Harmoney

Harmoney eyes European growth with €10m investment

Harmoney, a Belgian modular compliance and risk orchestration software provider, has received a €10m strategic minority investment from Smile Sail, a private equity fund...
ERM

Why fragmented ERM is costing firms more than they think

Welcome to The Demo Room – your front-row seat to the future of RegTech, RiskTech, and AI innovation.  In this series, Parker & Lawrence Research documents...

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