Tag: portfolio management

Key German WealthTech investment stats in 2024: German WealthTech investments dropped by 70% in 2024 YoY Average deal value dropped to $12.9m as investors...

Japan’s Government Pension Investment Fund (GPIF), the world’s largest pension fund, has selected Impact Cubed’s ESG data and analytics to enhance the integration of sustainability factors into its investment decision-making process.

Flanks, a Barcelona-based FinTech specialising in wealth management automation, has secured €14m in an equity funding round aimed at accelerating its expansion across Europe.flanksflanks

359 senior insurance professionals were surveyed, managing over $13tn in assets on their balance sheets Only 20% of respondents haven’t considered AI, whereas...

In an evolving financial landscape, institutions require powerful tools to manage complex structures efficiently. Financial planning software has become a critical asset for banks, asset managers, and financial advisors, enabling them to refine strategies, automate workflows, and deliver data-driven investment insights to their clients.

Streetbeat, an AI-driven wealth management platform, has secured an investment from 3Lines Venture Capital’s Orbit Fund.

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.

Aladdin Wealth, BlackRock's wealth management platform, has announced a collaboration with Zurich-based FinTech Investment Navigator to enhance its cross-border compliance and product suitability capabilities.

Trading and investment platform eToro has introduced a suite of innovative portfolio tools designed to give users enhanced insights into their investments.

Broadridge Financial Solutions, Inc., a global leader in FinTech solutions, has partnered with Pemberton Capital Advisors LLP, a prominent European private credit manager.