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Wealth management
Democratizing Investing: A Revolution in the Making?
Education Center
Blockchain to the Rescue: A New Era of Microfinance
Education Center
AI and Machine Learning in Wealth Management: Customized
Education Center
Fxview Puts Technology Enablement into Perspective
Thought Leadership
Democratizing Investing: A Revolution in the Making?
Education Center
Blockchain to the Rescue: A New Era of Microfinance
Education Center
AI and Machine Learning in Wealth Management: Customized
Education Center
Fxview Puts Technology Enablement into Perspective
Thought Leadership
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wealth management
Search for a tag
Education Center
AI and Machine Learning in Wealth Management: Customized Portfolios, Predictive Analytics
AI is set to take the Wealth Management by storm. Will it succeed?
Monday, 27/03/2023 | 16:00 GMT
by
Finance Magnates Staff
Education Center
Wealthtech and the Democratization of Investing
How Wealthtech is about to change everything we know about wealth management.
Friday, 17/03/2023 | 16:25 GMT
by
Finance Magnates Staff
Education Center
The Future of Wealthtech: Integrating Traditional Finance and Fintech Innovations
Wealthtech is about to change everything you know about wealth management.
Thursday, 16/03/2023 | 16:11 GMT
by
Finance Magnates Staff
Technology
Wealth Management Powered by AI: Is Your Portfolio Ready for It?
The future is here.
Monday, 06/03/2023 | 10:10 GMT
by
Finance Magnates Staff
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Institutional FX
Boutique Wealth Manager EXANTE Secures FCA License, Launches in UK
The boutique brokerage hopes to establish its headquarters in London.
A number of firms gained and lost their FCA licenses last month.
Friday, 20/01/2023 | 22:35 GMT
by
Solomon Oladipupo
Institutional FX
Nomura Opens Dubai Office, Expands Wealth Management in Middle East
By 2025, Nomura wants to manage up to $35 billion of clients' wealth.
The new Dubai branch has already obtained authorization from the local regulatory commission.
Tuesday, 13/12/2022 | 09:35 GMT
by
Damian Chmiel
Institutional FX
FNZ Agrees to Buy Diamos AG
The acquisition will boost the company’s presence in the German market.
FNZ is planning to employ over 1,000 people across the DACH region.
Saturday, 10/09/2022 | 11:56 GMT
by
Bilal Jafar
Institutional FX
Infront Announces Acquisition of Assetmax
The company is planning to expand its offering.
The acquisition will facilitate customers across Europe.
Friday, 26/08/2022 | 09:51 GMT
by
Bilal Jafar
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Op-ed
Executives
Op-ed
Golden Oldies: Are Investment Trusts Having a Renaissance?
Investment trusts are vehicles with shares that are traded on a stock exchange.
Investment trusts raised a record £15.1 billion of new money in 2021.
Wednesday, 24/08/2022 | 13:30 GMT
by
Aspectus Group
News
FNZ Announces Strategic Acquisition of New Access
The terms of the deal were not disclosed.
The acquisition will boost FNZ’s presence in private banking and wealth management.
Wednesday, 20/07/2022 | 08:57 GMT
by
Bilal Jafar
Institutional FX
MSIM and iCapital Expand Partnership to Facilitate Wealth Managers
The expanded partnership will provide access to private markets funds.
Morgan Stanley is an investor and partner of iCapital.
Tuesday, 19/07/2022 | 06:32 GMT
by
Bilal Jafar
Institutional FX
Citigroup’s Revenues Hit $19.6 Billion in Q2 2022
The net income touched $4.5 billion in the second quarter.
Also, EPS dropped to $2.19 for the mentioned period.
Saturday, 16/07/2022 | 11:01 GMT
by
Bilal Jafar
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Executive Moves
Naureen Hassan to Join UBS as President of UBS Americas
She will succeed Tom Naratil.
UBS also announced the appointment of Iqbal Khan as the President of Global Wealth Management.
Wednesday, 13/07/2022 | 07:00 GMT
by
Bilal Jafar
News
WeLab Bank Announces the Launch of GoWealth
The digital wealth advisory solution will facilitate the company’s customers.
Clients can start GoWealth with a minimum of HKD 100.
Friday, 08/07/2022 | 07:02 GMT
by
Bilal Jafar
News
Mirabaud Selects Temenos and Wealth Dynamix for Wealth Management Services
The company has launched a digital transformation program.
Temenos and Wealth Dynamix will assist Mirabaud’s digital move.
Monday, 25/04/2022 | 12:18 GMT
by
Bilal Jafar
Executives
Swiss Bank, UBS, Welcomes Back Frances Fahey as Chief of Staff
Fahey is returning after 3-year stint at R&M
She is to step into Julie Beavan’s shoes.
Tuesday, 19/04/2022 | 20:04 GMT
by
Solomon Oladipupo
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FinTech
Saxo Markets Selects Ken Shih to Lead Digital Wealth Services in Greater China
Shih brings 18 years of industry experience to the new role.
He previously held senior positions at HSBC, JPMorgan Chase, others.
Tuesday, 19/04/2022 | 13:32 GMT
by
Solomon Oladipupo
Institutional FX
Bank of America’s Quarterly Net Income Hits $7.1 Billion
Global Markets generated a net income of $1.6 billion.
The financial services provider reported EPS of $0.80.
Monday, 18/04/2022 | 13:11 GMT
by
Bilal Jafar
Executive Moves
ADDX Announces Appointment of New CEO
Oi-Yee Choo initially joined ADDX in January 2020 as Chief Commercial Officer.
By the end of 2023, the company is planning to hit total transaction volumes of $1 billion.
Monday, 07/03/2022 | 09:11 GMT
by
Bilal Jafar
Retail FX
Aussie Millennials Embrace Emerging Investment Platforms
The overall number of online investors in Australia increased in 2021.
A report from Investment Trends shows that emerging brands are expanding their reach.
Thursday, 03/03/2022 | 12:09 GMT
by
Bilal Jafar
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News
Wealth Management Firm Savvy Secures $7.3 Million in Funding
The seed funding was co-led by Index Ventures and Thrive Capital.
Savvy aims to increase the adoption of technology in the wealth management industry.
Friday, 25/02/2022 | 14:41 GMT
by
Bilal Jafar
CryptoCurrency
Coinbase Partners with One River to Offer Separately Managed Accounts
One River Asset Management firm will provide crypto SMA's
The SMA's will be powered by Coinbase Prime technology
Sunday, 13/02/2022 | 09:40 GMT
by
Nicholas Otieno
Institutional FX
FNZ Receives $1.4 Billion in New Capital
The firm aims to transform the global wealth management industry.
The funding values FNZ at more than $20 billion.
Saturday, 12/02/2022 | 08:42 GMT
by
Bilal Jafar
Executive Moves
Credit Suisse Launches New Wealth Management Structure
Credit Suisse announces a number of key appointments
New management structure in place
Tuesday, 01/02/2022 | 10:37 GMT
by
Nicholas Otieno
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Institutional FX
Swiss Bank UBS to Acquire Wealthfront
UBS plans to expand its presence in the US market through the recent acquisition.
The mentioned deal is valued at $1.4 billion.
Thursday, 27/01/2022 | 12:31 GMT
by
Bilal Jafar
Next
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