WealthTech

A new study examining the world’s largest pension systems is challenging traditional asset allocation thinking by applying a Total Portfolio Approach (TPA) through a factor lens.

An investor risk profile is a regulatory requirement before any financial advice or investment planning can be delivered. Known as the suitability assessment, this process is designed to ensure that recommendations or portfolio strategies align with a client’s needs and objectives.

Kiwi, a FinTech company focused on building AI-driven credit and financial tools for underbanked Latino communities in the US, has closed a $7.8m Series A funding round.

Scalable Capital, a Germany-based digital investment platform, has secured €155m in a new funding round as it seeks to bolster its position as a leading retail investment provider across Europe.

Key European WealthTech investment stats in Q1 2025: European WealthTech funding increased by 5% QoQ in Q1 Deals over $100m returned in the quarter...

At the IMF and World Bank Spring Meetings in April 2025, LSEG and Eurasia Group convened a closed-door roundtable to examine the reshaping of...

Fund managers distributing UCITS and AIFs internationally face a constantly evolving regulatory environment. To support legal, compliance, and distribution teams, Zeidler has updated its...

A first impression is arguably one of the most important. This can shape how someone perceives another person and can be difficult to change. However, these first impressions are equally important for a new customer of a wealth manager.

As more asset owners adopt centralised currency management strategies, the need to assess the effectiveness of currency overlay decisions has become increasingly important. A well-constructed currency attribution framework enables firms to quantify the value these decisions bring to a fund’s overall return.

MillTech has unveiled a new cash management solution in partnership with BlackRock’s CacheMatrix, aiming to help investment managers and corporates maximise returns on excess cash through seamless access to tier-1 money market funds.