Tag: WealthTech

DBS and Avaloq deepen alliance to drive Asian wealth growth

DBS, the Singapore-headquartered bank with a leading wealth franchise, has agreed a memorandum of understanding (MoU) with wealth management technology provider Avaloq to broaden...

Plume expands onchain fixed income with Fidelity-backed vault

Plume, an open finance platform focused on institutional assets, has launched its nBND vault, offering investors access to a tokenised structure backed primarily by...

Curvestone AI joins Barclays Eagle Labs Scaleup Programme

Curvestone AI, a London-based RegTech company using artificial intelligence to automate compliance, has joined the Barclays Eagle Labs Scaleup Programme as it targets further...

Linedata and AutoRek take aim at manual reconciliation

Linedata, a worldwide supplier of credit and asset management technology, data and services, has formed a strategic alliance with AutoRek that will see the...

Personalisation has become table stakes, so what’s next?

Personalisation has been a major trend in wealth management for many years to the point it is now seen an expectation, rather than as...

Exante: hawkish Fed sends US yields soaring as bonds suffer

September proved another punishing month for fixed income investors, according to the latest Fixed Income Briefing from Exante, as a hawkish Federal Reserve, resilient...

The advice continuum threatens holistic financial planning

The financial advice market is no longer a simple choice between doing it yourself and paying for a full-service adviser. According to Ortec Finance,...

InvestGB unifies wealth operations on Avaloq platform

Gulf Capital Investment Company KSCC (InvestGB), the investment division of Gulf Bank, has finished a front-to-back overhaul of its operations by moving onto technology...

WealthAi agents automate wealth client onboarding

WealthAi, an AI-powered operating system built for wealth managers and advisers, has introduced a set of AI agents that manage client onboarding and KYC...

Prediction markets expose new compliance gaps for advisers

The rapid rise of prediction markets is creating a fresh set of compliance challenges for investment advisers. When firms or their staff trade event...

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