Tag: wealth transfer

Germany’s fast-growing Affluent segment is beginning to redefine the country’s wealth landscape, creating one of Europe’s most significant opportunities for banks and wealth managers. fincite,...

Alix, a US-based FinTech firm specialising in estate settlement solutions, has raised $20m in a Series A funding round.

Capgemini’s World Wealth Report 2025 casts a sharp light on one of the most significant transitions underway in financial services today—the global generational wealth transfer. fincite, a WealthTech platform supporting investment advice from onboarding to reporting, recently delved into the report.

The imminent $18.3trn global wealth transfer over the next decade is set to radically reshape the wealth management industry, according to the latest WealthTech...

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...

Carefull, an AI-driven FinTech platform, has taken a significant stride forward in its mission to safeguard the finances of older adults. The company successfully closed...

The WealthTech landscape is undergoing constant transformation. A significant driver of this change is the influx of younger customers due to the great wealth...

Go back a few years and robo-advisors were the talk of wealth management. Panel discussions were often dominated by the prospects of robo-advisory, but nowadays they are rarely mentioned. What happened to the robo-advisor hype?

Wealth transfer is an important topic for all wealth managers, but most fail to keep hold of the heirs. But what if there was a way to boost retention rates?