Technology

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.

Wealth manager M&G Wealth, in collaboration digital wealth manager Moneyfarm, has launched a new digital investment service - &me.

Zurich-based private bank Bergos has launched a new core banking solution developed in partnership with global wealth management platform, FNZ

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.

London Technology Club (LTC), a deal club for high net worth (HNW) investors, has welcomed its 100^th member - chief executive and founder of electric scooter specialist Pure Electric Adam Norris.

Indosuez Wealth Management has acquired 70 percent of fintech Wealth Dynamix.

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.

Belgium private bank Bank Nagelmackers has implemented a digital private client wealth management platform. 

As private debt becomes more prevalent in private client portfolios, certain companies are looking to capitalise on this growing asset allocation.