Tag: Portfolio Construction

everyoneINVESTED has partnered with Prometeia to launch a self-directed investment platform that merges behavioural finance profiling with institutional-grade investment infrastructure, targeting banks and wealth...

As climate risk climbs the agenda for pension funds, insurers and asset managers, investors are seeking to embed climate considerations across the entire investment...

iCapital has strengthened its partnership with Apollo to broaden access to alternative investments, focusing on the growing appetite for evergreen private market products within the wealth management sector.

SimCorp has announced the integration of Yield Book, a fixed income analytics platform from LSEG Analytics, into its Axioma Risk enterprise risk management system.

WealthTech is an ever-evolving landscape, with wealth managers perpetually innovating to adapt to client needs. It's absolutely vital for these financial gurus to stay ahead of trends and identify the crucial areas of focus to provide stellar service and maximise client outcomes. As we journey into 2023, let's delve into the top five priorities for wealth managers.