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...










