Tag: Assets under Management

Key Global WealthTech investment stats in H1 2025: Global WealthTech funding fell by 66% YoY in H1 At current investment pace, funding is projected...

Key Asian WealthTech investment stats in Q2 2025: Asian WealthTech investments fell by 61% YoY in Q2 Average deal value dropped by 42% to...

Wealth management is evolving rapidly, and clients now demand more than strong investment returns. They want advice that aligns closely with their personal aspirations...

Key US WealthTech investment stats in H1 2025: US WealthTech deal activity dropped by a 63% YoY in H1 New York secured 28% of...

The global fund management industry is undergoing a transformative period as it faces increasing pressures to improve operational efficiency and deliver more transparent, accountable services.

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.

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.