Tag: Wealth management

In a new initiative aimed at reshaping the financial services landscape, Mediobanca, Italy's top-tier investment bank, has joined forces with Founders Factory.

Arsenal football player Jorginho, known for his midfield prowess on the pitch, has turned his hand to financial investments, becoming a founding investor in Gather, a budding FinTech start-up.

WealthTech is an ever-evolving landscape, with wealth managers perpetually innovating to adapt to client needs. It's absolutely vital for these financial gurus to stay ahead of trends and identify the crucial areas of focus to provide stellar service and maximise client outcomes. As we journey into 2023, let's delve into the top five priorities for wealth managers.

Velexa has achieved ISO/IEC 27001:2013 certification, demonstrating commitment to wealth management and stringent industry standards.

Decision-making is arguably one of the most important parts of a wealth manager’s workload. As advancements in technology continue to accelerate, these managers have the chance to drastically improve their output.

Last month, Aiviq spearheaded a crucial industry event, bringing together forward-thinking leaders from 10 prominent asset management firms.

OneVest, a WealthTech firm aiming to significantly upgrade wealth management experiences for both financial institutions and their clients, has just announced a noteworthy CAD$17m in Series A funding.

The evolving landscape of the digital era offers significant opportunities for financial institutions, particularly in the wealth management sector. Using gamified elements to draw consumer attention and cultivate loyalty has become a common practice.

In the realm of wealth management, there is an increasing preference for cloud-based portfolio management software, a shift driven by the multiple advantages these solutions present. WealthArc has outlined seven major reasons behind the rising adoption of cloud-based alternatives over traditional on-premise options.

WealthArc has consistently emphasised the role of accurate data in making informed business decisions. Over the years, the company has been dedicating significant resources to optimise their data reconciliation processes. The company has released a new report that explores just how it can help firms save time through automation.