Find here all the latest articles, news, and research on Wealth Management and other Wealth Management-related topics:
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Upvest, an Europe-based provider of investment infrastructure, has announced a EUR 100 million Series C funding round.
investment, funding, API, online banking, wealth management
US-based Gen Digital Inc. has announced a definitive agreement to acquire MoneyLion, a digital platform focused on consumer finance.
acquisition, financial services, artificial intelligence, wealth management
Moneyhub has partnered with Marygold & Co to launch a new wealth app aimed at individuals and small businesses, with its release scheduled for early 2025.
partnership, wealth management, financial services, digitalisation
Asset manager Fidelity International has announced a partnership with Maybank to launch the MAMG Alpha Capital & Income Opportunities fund, a multi-asset fund in Malaysia.
investment, partnership, product launch, financial services, wealth management
Envestnet has announced the completion of its acquisition by affiliates of vehicles managed or advised by Bain Capital in a deal valued at approximately USD 4.5 billion.
acquisition, financial services, banking, wealth management
Fideuram Intesa Sanpaolo Private Banking (FISPB), Intesa Sanpaolo Group’s private bank, has partnered with BlackRock to advance the expansion of its Digital Wealth Management solution in Italy and Europe.
partnership, cash management, wealth management, expansion, digital assets, digital banking
UK-based Marygold & Co. has entered into a collaboration with Griffin to integrate savings accounts in its app and support healthy financial habits.
partnership, fintech, digital banking, wealth management, personal finance management
Ireland-based bank AIB has launched a 31 Day Business Notice Deposit account for business customers seeking a higher return and flexibility when accessing funds.
banking, product launch, cash flow, wealth management
UK-based fintech Revolut has announced its plans to spin off its wealth management services into a separate app named Revolut Invest.
product launch, fintech, mobile banking, wealth management
Financial services company BNP Paribas has announced its agreement with HSBC to acquire its Private Banking activities in Germany, aiming to further solidify its position in the industry.
acquisition, wealth management, expansion, digital assets, online banking, SMEs
Union Bancaire Privée (UBP) has decided to take part in the Wecan Group network and the Blockchain Association for Finance to strengthen its services for wealth managers.
wealth management, partnership, investment, digital onboarding
Singapore-based personal finance company MoneySmart Group has declined an acquisition offer from MoneyHero Group, citing a lack of alignment with its goals and value.
acquisition, personal finance management, wealth management, marketplace
Kenya-based bank NCBA Group has postponed its launch of digital banking services in Ghana to 2025.
digital banking, expansion, wealth management, banking
The National Bank of Ras Al Khaimah (RAKBANK) has partnered with Bitpanda Technology Solutions to offer a platform that will enable UAE residents to manage digital assets.
digital assets, cryptocurrency, NFT, trading platform, wealth management
US-based fintech FusionIQ has partnered with wealthtech provider interVal to expand technology solutions for financial advisors.
wealth management, growth markets, partnership, fintech, data
Technology-enabled wealth management services provider Savvy Wealth has announced that it raised an additional USD 15.5 million in funding in a Series A round.
funding, investment, fintech, financial services, wealth management
BNP Paribas has planned to acquire AXA Investment Managers for EUR 5.1 billion, creating a EUR 1.5 trillion asset management giant.
acquisition, wealth management, banks, insurance
Romania-based Banca Transilvania (BT) has bought OTP Bank Romania and other subsidiaries from OTP Group.
acquisition, banking, merger, wealth management
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 has entered into a new agreement with Tietoevry Banking for the delivery of a complete solution portfolio.
partnership, banking, payments , wealth management, financial crime