Technology
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News Team on 08/02/2023
Fintech developer InvestCloud and investment platform 55ip have entered a partnership to integrate 55ip’s technology into the InvestCloud financial supermarket – a software tool for the wealth management industry.
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News Team on 03/02/2023
Wealth manager M&G Wealth, in collaboration digital wealth manager Moneyfarm, has launched a new digital investment service - &me.
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News Team on 31/01/2023
Zurich-based private bank Bergos has launched a new core banking solution developed in partnership with global wealth management platform, FNZ
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News Team on 30/01/2023
Digital private equity platform Moonfare has partnered with Swiss-based foundation Dariu for a series of events designed to give the NGO access to Moonfare’s global community and increase the visibility of its mission of fostering digital education for children.
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News Team on 27/01/2023
London Technology Club (LTC), a deal club for high net worth (HNW) investors, has welcomed its 100th member - chief executive and founder of electric scooter specialist Pure Electric Adam Norris.
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News Team on 26/01/2023
Indosuez Wealth Management has acquired 70 percent of fintech Wealth Dynamix.
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News Team on 24/01/2023
Global wealth management platform FNZ has acquired US-based YieldX, a provider of fixed income portfolio management technology, optimisation services and direct indexing tools for the wealth management industry
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on 24/01/2023
Wealth requires imagination. As wealth managers, we have always sought to maximise the potential of our clients’ assets. In difficult markets, we must deliver more – by helping them understand how their wealth could evolve under many different scenarios, and exactly how they can use it to fulfil their ambitions.
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News Team on 20/01/2023
Belgium private bank Bank Nagelmackers has implemented a digital private client wealth management platform.
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Katie Royals on 19/01/2023
As private debt becomes more prevalent in private client portfolios, certain companies are looking to capitalise on this growing asset allocation.
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