Retail Investing & Trading

Retail Investing & Trading

Six ways wealth managers can transform client interactions into trusted relationships

In wealth management, prioritising client service is the only way for establishing a long-lasting relationship. And wealth managers must leverage intelligent technology to provide a more efficient customer experience and gain their client’s trust.

Shariah-compliant crowdfunding platform Ethis Global bags pre-Series A

Shariah-compliant crowdfunding platform Ethis Global has raised RM 6.8m ($1.6m) in its pre-Series A round.

DriveWealth reaches $2.85bn valuation after round close

DriveWealth Holdings, a fractional trading and embedded finance platform, has collected $450m in its Series D round, putting its valuation at $2.85bn.

Klub closes seed round made of debt and equity

India-based Klub, a financing platform aimed at brands with high customer engagement, has reportedly netted $20m in a seed funding comprised of a mix of equity and debt.

FinTech unicorn Bitpanda more than triples its valuation in four months

Digital investment app Bitpanda has more than tripled its valuation within four months, after a fresh funding round puts its enterprise value at $4.1bn.

Robinhood breaks record for worst first day of trading for an IPO of its...

Investing app Robinhood has reportedly broken the record for the worst first day of trading for a company to raise so much capital in its IPO.

How Nucoro is helping banks digitise to take on FinTechs

Financial institutions are not as nimble as FinTechs, but that doesn’t mean they cannot offer their own digital services. The answer is integrating technology stacks designed by specialised companies, that enables the financial institution to easily implement a range of digital investing propositions.

Bambu acquires Tradesocio to support its international growth

Bambu, a developer of digital wealth management solutions, has acquired fellow technology developer , doubling its employee count to 130.

WealthTech app Syfe bags $30m as it continues its expansion across Asia

Digital wealth management platform Syfe has secured $30m in its Series B round, which was led by Valar Ventures.

NatWest unveils carbon footprint feature aimed at tracking user climate impact

NatWest has launched a new carbon footprint tracking feature for its app users to help customers lower the climate impact of their spending.

News Stories

How banks can strength their risk-based approach to financial crime

A recent case study by financial crime prevention firm Acuminor has detailed how banks can improve their stance of tackling the financial crime threats they face through its risk-focused technology.

Half of insurance customers would consider coverage from digital firms

A report by Capgemini and Efma has discovered that 50% of insurance customers are willing to consider coverage from digital-based firms.

Why financial institutions may need tools to understand Portuguese for due diligence

To ensure financial institutions understand the risks of doing businesses around the world, having a due diligence and adverse media screening tool that understands Portuguese is vital.

US set to sanction crypto wallets and exchanges in ransomware crackdown

The Biden Administration is expected to begin issuing sanctions against crypto exchanges, wallets and traders used by ransomware groups to crackdown on cyberattacks.

Monese unveils new BaaS platform, enters partnership with Investec

Challenger bank Monese has entered a strategic partnership with Investec Bank following the recent introduction of the former’s banking-as-a-service (BaaS) platform.

See how insurance firms can use it to personalise their offering

Did you know that by 2025, almost 30% of all data created, captured, or replicated by consumer devices will be created in real-time.

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