Tag: Assets under Management
Plum secures £16m in Series B funding to propel growth and...
Plum has raised £16m in its latest funding round, which comprises £13.4m from a mix of institutional investors and an additional £2.7m through a popular crowdfunding campaign.
Fee transparency revolution: WealthArc and GreenLock’s game-changing partnership
In the world of finance, many establishments have taken advantage of non-transparent fee systems, resulting in overlapping charges. Such intricate fee regimes often deter Family Offices from meticulously tracking their investment strategy execution fees. In this landscape, custodian banks, with no particular stake in the game, offer minimal assistance in fee monitoring.