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Find here all the latest articles, news, and research on Wealth Management and other Wealth Management-related topics:

Find here all the latest articles, news, and research on Wealth Management and other Wealth Management-related topics:

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Quantifeed and Thought Machine partner on private banking

News | Online & Mobile Banking | 16 Jul 2024

UK-based Thought Machine has partnered with digital wealth management solutions provider Quantifeed to augment the private banking sector worldwide.

investment, wealth management, financial institutions, digital banking

Handelsbanken Norway extends agreement with Tietoevry Banking

News | Payments General | 04 Jul 2024

Handelsbanken Norway has entered into a new agreement with Tietoevry Banking for the delivery of a complete solution portfolio.

partnership, banking, payments , wealth management, financial crime

Ramify raises EUR 11 million

News | Online & Mobile Banking | 20 Jun 2024

France-based Ramify has raised EUR 11 million in Series A funding round, to accelerate product development and offer optimised wealth management services.

funding, investment, wealth management, banking, financial services, financial institutions, online banking, mobile banking, digital banking

Smart money app Plum expands offering in Ireland with ETFs

News | Cryptocurrencies | 12 Jun 2024

UK-based smart money app Plum has expanded its investment offering in Ireland with Exchange-Traded Funds (ETFs).

investment, trading platform, product launch, wealth management

Allianz introduces new home insurance tiers for UK homeowners

News | Online & Mobile Banking | 07 Jun 2024

Insurer and asset manager Allianz has unveiled a new three-tier home insurance product in the UK, offering bronze, silver, and gold levels of cover with optional extras.

insurance, product launch, product upgrade, insurtech, wealth management

FE fundinfo boosts european presence with Dericon acquisition

News | Payments General | 28 May 2024

FE fundinfo, a UK-based financial data firm, has acquired German wealth management fintech Dericon.

acquisition, wealth management, asset recovery, fintech

iCapital partners with Bain Capital Credit

News | Online & Mobile Banking | 15 Apr 2024

Fintech platform iCapital has partnered with Bain Capital Credit to provide financial advisors and investors with access to the latter’s product suite. 

investment, partnership, financial services, credit access, wealth management

SC Ventures partners with NEXT176 for financial wellness platform

News | Online & Mobile Banking | 05 Apr 2024

SC Ventures, the fintech investment arm of Standard Chartered, has partnered with NEXT176, the venture building arm of Old Mutual, to launch an inclusive financial wellness platform.

financial inclusion, wealth management, digital banking, partnership

Mintos introduces crowdfunding campaign

News | Payments General | 27 Mar 2024

Latvia-based multi-asset firm Mintos has announced its intentions to introduce a crowdfunding campaign on Crowdcube, a European private market investment platform. 

crowdfunding, funding, investment, financial services, wealth management

HeirWealth integrates Envestnet|Yodlee

News | Online & Mobile Banking | 18 Mar 2024

Australia-based HeirWealth has announced its integration with US-based financial technology firm Envestnet | Yodlee, aiming to incorporate Open Banking data sharing technology.

wealth management, financial data, data sharing, Open Banking, partnership, financial services

Metrobank partners with Temenos

News | Online & Mobile Banking | 13 Mar 2024

Switzerland-based Temenos has announced a partnership with Philippines-based Metropolitan Bank & Trust (Metrobank) to deploy Temenos Wealth.

partnership, banks, digitalisation, wealth management

Security Bank drives digital transformation with Avaloq

News | Online & Mobile Banking | 26 Feb 2024

Security Bank has partnered with Avaloq to digitalise wealth management by leveraging Avaloq Core Platform and RM Workplace for enhanced client experience.

digitalisation, customer experience, wealth management, partnership

RF Group selects ERI's core banking platform

News | Online & Mobile Banking | 12 Feb 2024

Bahamas-based wealth management company RF Group has chosen ERI’s OLYMPIC Banking System as their new core banking platform.

banking, digitalisation, partnership, wealth management

Mogo expands partnership with Snowflake

News | Online & Mobile Banking | 08 Feb 2024

Canada-based digital wealth and payments company Mogo has announced the expansion of its collaboration with Data Cloud firm Snowflake

partnership, artificial intelligence, wealth management, financial services, digital banking

CRED to acquire Kuvera

News | Online & Mobile Banking | 06 Feb 2024

India-based CRED has announced its decision to acquire mutual fund startup and stock investment platform Kuvera, as part of its expansion into wealth management. 

acquisition, banking, online banking, digital banking, mobile banking, financial services, financial institutions, wealth management

WiseAlpha introduces wealth management services

News | Online & Mobile Banking | 05 Feb 2024

UK-based fractional bond trading platform WiseAlpha has announced the launch of its new wealth management site and white-label solution.  

investment, product launch, financial services, wealth management, financial institutions

Wealth Dynamix Now Available on Temenos Exchange

News | Online & Mobile Banking | 02 Feb 2024

UK-based customer lifecycle management company Wealth Dynamix has partnered with Temenos Exchange to become available on the latter’s platform.

wealth management, partnership, fintech, banking, banks

Objectway acquires Nest Wealth

News | Online & Mobile Banking | 25 Jan 2024

Italy-based health and asset management fintech Objectway has announced the acquisition of Canada-based Nest Wealth, a digital wealth solutions provider. 

partnership, acquisition, wealth management, expansion, digital platform

WealthArc and ZeroLink launch AI-powered chat service

News | Payments General | 18 Jan 2024

WealthArc has joined forces with ZeroLink to create WealthArc AI & Analytics, a new service allowing users to chat with their wealth data using natural language. 

data analytics, wealth management, product launch, partnership, artificial intelligence

Plum launches Spend Tracker feature

News | Online & Mobile Banking | 18 Jan 2024

UK-based smart money app Plum has launched a new Spend Tracker capability that supports its customers in navigating the cost-of-living crises. 

product launch, investment, banking, online banking, personal finance management, wealth management