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Wealth management
Europe's Economic Crossroads: Recession Fears and S&P Global's
Education Center
Will Blockchain Technology Mark a Turning Point in Fraud
Education Center
7 Things We Wish Someone Had Told Us Before We Started Trading
Education Center
IronFX Celebrates an Award-Winning Start to 2024
Thought Leadership
Europe's Economic Crossroads: Recession Fears and S&P Global's
Education Center
Will Blockchain Technology Mark a Turning Point in Fraud
Education Center
7 Things We Wish Someone Had Told Us Before We Started Trading
Education Center
IronFX Celebrates an Award-Winning Start to 2024
Thought Leadership
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wealth management
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Retail FX
Is An Entire Generation of New Investors Never Knowing a Recession a Bad Thing?
What's next for new investors?
Thursday, 26/10/2023 | 18:43 GMT
by
Pedro Ferreira
CryptoCurrency
Bybit Presents New Product: Crypto Meets Wealth Management
The cryptocurrency company is expanding its services to include wealth management.
This is an interesting diversification at a time of declining crypto market activity.
Wednesday, 09/08/2023 | 12:40 GMT
by
Damian Chmiel
Investing
Wealthtech and the Rise of Robo-Advisors: Opportunities and Risks for Investors
Wealthtech reimagined.
Monday, 17/04/2023 | 10:55 GMT
by
FM Contributors
Institutional FX
BNY Mellon and Snowflake Partner to Enhance Data Analytics for Wealth Management
Pershing X develops a platform that consolidates financial data.
The newest partnership aims to deliver wealth managers faster data analytics.
Tuesday, 11/04/2023 | 09:42 GMT
by
Damian Chmiel
Education Center
AI and Machine Learning in Wealth Management: Custom Portfolios and Predictive Analytics
Will AI lead to a winner-takes-all scenario?
Tuesday, 04/04/2023 | 14:15 GMT
by
FM Contributors
Education Center
Wealthtech and the Democratization of Investing: Opportunities for Retail Investors
What's next for Wealthtech?
Friday, 31/03/2023 | 12:46 GMT
by
FM Contributors
FinTech
Deutsche Bank Expands Wealth Management Service to South Africa
South African clients will be served from Zurich, Switzerland.
The German lender's new rep office in South Africa is authorized by SARB.
Thursday, 30/03/2023 | 18:15 GMT
by
Solomon Oladipupo
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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
FM Contributors
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
FM Contributors
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
FM Contributors
Technology
Wealth Management Powered by AI: Is Your Portfolio Ready for It?
The future is here.
Monday, 06/03/2023 | 10:10 GMT
by
FM Contributors
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
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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
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
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
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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
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
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