Tag: alternative investments

Capgemini’s World Wealth Report 2025 casts a sharp light on one of the most significant transitions underway in financial services today—the global generational wealth transfer. fincite, a WealthTech platform supporting investment advice from onboarding to reporting, recently delved into the report.

iCapital has announced the acquisition of Citi Global Alternatives, LLC, an indirect subsidiary of Citi and the adviser to Citi Wealth’s global alternative investment platform.

iCapital, a global FinTech platform specialising in alternative investments for the wealth and asset management industries, has formed a strategic partnership with Aviva Investors to expand access to private market investments through its climate transition strategy.

In the fast-evolving WealthTech landscape, innovation often takes centre stage, but understanding what remains constant can provide valuable insights into the industry's direction.

Geopolitical factors continue to play a crucial role in shaping wealth management strategies, influencing investment decisions worldwide. From trade conflicts to regulatory shifts, political developments...

Private equity has emerged as an appealing investment avenue for those seeking diversification and high returns. However, navigating this sector can be complex, requiring a strategic approach. Understanding how to invest in private equity effectively is crucial to making informed financial decisions.

Private equity investment has become an increasingly attractive avenue for wealth managers seeking to diversify portfolios and drive long-term growth. Unlike traditional investment options such...

Endowus, a leading digital wealth advisory platform in Asia, has bolstered its funding with a $52.5m round, increasing its total funding to over $110m.

As 2025 unfolds, wealth management is undergoing a significant evolution, driven by advancements in technology, shifting client expectations, and tightening regulations. Industry professionals must adapt quickly to this dynamic environment to remain competitive and relevant.

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...