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.
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.
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
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.
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.
News Team on 26/01/2023
Indosuez Wealth Management has acquired 70 percent of fintech Wealth Dynamix.
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
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.
News Team on 20/01/2023
Belgium private bank Bank Nagelmackers has implemented a digital private client wealth management platform.
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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