Tag: WealthTech
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...
Why 2026’s heatwave is a portfolio risk investors can’t ignore
The summer of 2026 is set to go down as one of the most severe heat events Europe has ever endured. According to new...
FPA rebuilds PlannerSearch to match clients with planners
The Financial Planning Association (FPA), a membership body and trade group representing CERTIFIED FINANCIAL PLANNER professionals, has unveiled a rebuilt version of FPA PlannerSearch,...
Zopa rolls out targeted support for new investors
Zopa, the UK digital bank serving two million customers, has introduced a targeted support service for people using its investment product, making it the...
ROYC targets fragmented fund operations with new platform
ROYC Group, the London-based private markets structuring, fund operations and distribution specialist, has launched its in-house technology as a standalone product, giving fund managers...
US WealthTech deal activity projected to decline 15% in 2026 as...
Key US WealthTech investment stats in H1 2026: US WealthTech funding dropped 13% YoY in H1
Deal activity projected to decline 15% for 2026...
End of RIY: why the UK’s new cost rules raise the...
The UK's new Product Summary marks its sharpest break from the PRIIPs Key Information Document (KID) in how it presents costs, according to regulatory...
Arch extends AI platform into pre-investment diligence
Arch, a company positioning itself as the infrastructure layer for private markets, has unveiled a new offering called Arch Investment Research, taking its technology...
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