Top ten trends in wealth management in 2021 to look out for
As 2021 is kicking off, there are several trends in wealth management to look out for.
Nutmeg adds another ?12m from Taipei Fubon Bank
London wealth management company Nutmeg has added ?12m to its ?30m Series D round from Taiwanese financial services firm Taipei Fubon Bank.
StashAway launches services into Malaysia
Singapore-based robo-advisor StashAway has launched its services into Malaysia.
Why Robo-advisers are still in the Stone Age
Robo-advisers have been a major point of discussion in recent years. However, Embark Group CEO Phil Smith believes we’re not even out of the “stone age” of them yet.
B2B WealthTech Flanks scores €2.3m in funding
Flanks, a B2B WealthTech platform aimed at improving investor management capabilities, has reportedly scored €2.3m in a funding round.
How financial institutions can avoid FinTech investing’s three biggest traps
FinTech's irresistible rise has financial institutions scrambling over one another to take advantage of the sector – but a trio of major pitfalls are present to engulf unwary investors, FinTech author Paolo Sironi explained in a research interview with FinTech Global
Kasisto nets $15m in Series B extension led by Rho Capital
Kasisto, a digital experience platform for the financial services space, has netted $15m in its Series B extension round.
SEC opens up private capital market for more people
The US Securities and Exchange Commission (SEC) has voted to amend its definition of accredited investors, meaning more people will soon be eligible to enter the private capital market.
Ignition Wealth raises $762,000 from financial planning veteran
Robo-advisor Ignition wealth has raised Aus$1m ($762,000) in its first round of venture funding from financial planning expert Barry Lambert.
Bambu collects $3m in Series A led by Franklin Templeton
B2B robo-advisor Bambu has raised $3m in its Series A funding round led by Franklin Templeton Investments.