Tag: Wealth management

Emirates NBD has unveiled a cutting-edge digital wealth platform as part of its 60th-anniversary celebrations.

Vyzer, the trailblazing digital wealth management platform, has successfully wrapped up its seed funding round.

The transformation in the wealth management landscape is undeniable. To achieve consistent double-digit growth in this maturing industry, the focus must shift towards retail investors. These investors are a vast reservoir of opportunity, yet they present a set of challenges that many in the wealth management realm may find unfamiliar.

In a recent post by Kidbrooke, the company outlined how wealth management can be democratised by utilising financial analytics. 

In a recent post by WealthTech firm Velexa, the company outlined why wealth managers need to focus more on retail investors.

Financial simulations are a core part of wealth management, but how can AI transform them to become an even more powerful tool for investors?

FinTech Global, a specialist research firm, has released its WealthTech Market Map, which will serve as an informative guide for financial institutions, wealth and asset management and private banks looking to navigate the burgeoning sector.

In the world of finance, many establishments have taken advantage of non-transparent fee systems, resulting in overlapping charges. Such intricate fee regimes often deter Family Offices from meticulously tracking their investment strategy execution fees. In this landscape, custodian banks, with no particular stake in the game, offer minimal assistance in fee monitoring.

While it has its risks, gamification can be a valuable tool to help wealth managers improve customer engagement and loyalty. 

Handelsbanken Norway has partnered with Tietoevry in a bid to modernise its IT landscape and enhancing the customer experience.