Tag: Portfolio Optimisation

As the wealth management industry enters 2026, advisory teams are under growing pressure to deliver clearer guidance, faster execution and a more complete view...

Corporate actions data is undergoing a fundamental shift in how it is valued and used across financial markets. What was once treated as a back-office...

Capitolis, a financial technology company focused on capital markets, has announced the appointment of Roy Saadon as head of market development for its portfolio...

Key European WealthTech investment stats in Q3 2025: European WealthTech deal activity dropped by 24% YoY in Q3 UK companies secured half of all...

Life insurers across Europe are navigating one of the most volatile and complex investment environments in decades. With inflation pressures persisting, market cycles shifting, and...

Ortec Finance has unveiled a new case study in partnership with M&G Investments, demonstrating how its Scenario-Based Machine Learning (SBML) approach can redefine strategic...

In today’s complex investment environment, geopolitical risk has evolved from being an occasional disruptor to a permanent feature shaping financial markets. For long-term investors such...

Artificial intelligence is no longer a futuristic concept in wealth management—it is rapidly transforming how relationship managers (RMs) and advisors work, engage with clients,...

Capitolis, a FinTech focused on capital markets infrastructure, has announced the close of a $56m funding round supported by both strategic bank investors and...

Artificial intelligence is fast becoming the backbone of modern wealth management, helping financial advisors and relationship managers balance personal touch with powerful data-driven insights. Tasks...