Tag: Wealth management

WealthOS, the cloud-native wealth management infrastructure platform provider, has announced the successful closure of its seed round, raising £4m.

The financial sector, including banks, payment firms, FinTechs, and wealth and asset managers, faces significant challenges in interpreting regulatory guidance and converting it into...

The proliferation of WealthTech companies has helped more retail investors gain access to the world of investing, but there is still a gap. New technology and access to financial education is helping to bolster the democratisation of investing.

Financial institutions have often relied on excel spreadsheets for their data analytics. This is leaving many firms with a legacy system that is not effective in the increasingly complex financial market.

Consumer Duty has now been live in the UK for several months. Wealth management firms spent many resources preparing themselves to be ready for...

RockFi, a Paris-based FinTech company, has successfully raised €3m in a fundraising round.

In the latest episode of Napier AI's podcast series, the spotlight shines on the transformative power of automation in the compliance processes within the Wealth & Asset Management sector.

Anti-money laundering (AML) strategies in the wealth and asset management (WAM) sector are undergoing significant transformations to combat financial crimes more effectively.

Industrial Thought, a conglomerate known for its investment in taxation, financial data, and consultancy for the financial sector, has recently announced a strategic investment of £100K in Integrum ESG.

The impending great wealth transfer is poised to redefine the financial landscape of the Middle East. Kidbrooke, which offers outcome-driven analytics and data management...