WealthTech

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.

KeyBank has joined forces with Cognitive Banking specialist Personetics in a move to provide customers with personalised, AI-driven financial insights.

Monzo has reported a dramatic leap in profitability, with adjusted pre-tax profits reaching £113.9m for the financial year ending 31 March 2025—an eightfold increase from the previous year.

For Traders has expanded its trading capabilities by launching futures trading for its users, powered by Devexperts’ DXtrade platform.

Tietoevry Banking has officially joined NCE Finance Innovation, a key Norwegian FinTech cluster, in a move designed to drive innovation, collaboration and digital transformation across the financial sector.

As global portfolios become more geographically diversified, asset owners are placing greater emphasis on managing currency risk.

Morningstar’s integration of Direct Advisory Suite with ByAllAccounts is revolutionising the way financial advisors and home offices manage client relationships and data workflows. By consolidating vast streams of financial information, the two platforms are transforming operational efficiency while delivering a seamless experience for both advisors and clients.