Tag: Wealth management
How can AI transform financial simulations within wealth management?
Financial simulations are a core part of wealth management, but how can AI transform them to become an even more powerful tool for investors?
FinTech Global launches Wealth Market Map as vital guide to the...
FinTech Global, a specialist research firm, has released its WealthTech Market Map, which will serve as an informative guide for financial institutions, wealth and asset management and private banks looking to navigate the burgeoning sector.
Fee transparency revolution: WealthArc and GreenLock’s game-changing partnership
In the world of finance, many establishments have taken advantage of non-transparent fee systems, resulting in overlapping charges. Such intricate fee regimes often deter Family Offices from meticulously tracking their investment strategy execution fees. In this landscape, custodian banks, with no particular stake in the game, offer minimal assistance in fee monitoring.
Gamification in wealth management: A double-edged sword?
While it has its risks, gamification can be a valuable tool to help wealth managers improve customer engagement and loyalty.
Handlesbanken Norway partners with Tietoevry to modernise wealth platform
Handelsbanken Norway has partnered with Tietoevry in a bid to modernise its IT landscape and enhancing the customer experience.
Singapore-based Endowus raise $35m in latest funding round
Singapore-based wealth management platform Endowus has recently raised $35m in a Series C funding round.
Mediobanca and Founders Factory to nurture 35 startups with €12m investment
In a new initiative aimed at reshaping the financial services landscape, Mediobanca, Italy's top-tier investment bank, has joined forces with Founders Factory.
Arsenal’s Jorginho invests in FinTech app Gather, holds a 10% stake
Arsenal football player Jorginho, known for his midfield prowess on the pitch, has turned his hand to financial investments, becoming a founding investor in Gather, a budding FinTech start-up.
Navigating 2023: 5 priorities for WealthTech innovations
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.
Velexa soars to excellence with ISO/IEC 27001:2013 certification
Velexa has achieved ISO/IEC 27001:2013 certification, demonstrating commitment to wealth management and stringent industry standards.