Tag: Wealth management

As the financial sector continues its rapid transformation, the integration of sophisticated automation in financial analytics is increasingly paramount. A Forbes study indicates that up to 25% of routine, information-based tasks in financial services could be automated by AI.

In today's competitive environment, wealth management firms are increasingly relying on specialty tech solutions, selecting the most effective tools to craft optimized and comprehensive systems.

In the rapidly evolving sector of WealthTech, leading the charge in innovation is not enough; firms must also excel in delivering superior client experiences.

Mizuho Financial Group and Lombard Odier have embarked on a new journey with their sustainability alliance.

Ramify, a French WealthTech company, has announced a financial milestone with the completion of an €11 million Series A funding round.

Sidekick, a UK-based financial services innovator, has successfully secured £8.5m in combined seed and debt financing to revolutionize access to wealth management.

Wealth management is not just about augmenting capital—it’s equally about safeguarding it. In an era where market fluctuations can be swift and severe, the essence of wealth management lies in its dual approach: growth and security. This balance is maintained through meticulous risk management strategies, which play a pivotal role in helping clients achieve their financial goals while minimizing potential risks.

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.