clear
clear

Latest Results from /wealth

/wealth

UK wealth management platform Stratiphy launches

New personalised wealth management platform, Stratiphy, has launched to empower investors to take control of their investments and to meet their individual goals and risk appetite.

/wealth

M&G Investments appoints operations director

M&G Investments today announces the appointment of Martin Kwiatkowski as Director of Asset Management Operations, reporting to Chief Operating Officer, Richard Godfrey.

/wealth

EToro continues journey towards tokenized future

eToro Group Ltd. (“eToro”, or the “Company”) (NASDAQ: ETOR), the trading and investing platform, revealed today in a global webinar ‘eToro Unlocked: Trade Without Boundaries’ how the company is evolving its product offering as it moves towards a tokenized future.

/wealth

Access Bank UK to deploy wealth management tech from Profile Software

Profile, a leading international financial solutions provider, has announced today that The Access Bank UK Ltd has selected Axia Suite, the Group’s flagship, omni-channel, Wealth Management solution, to streamline their operations according to the bank’s specific needs.

/wealth

Vennre opens the door to high growth startup deals for qualified individual investors

Vennre, a digital wealth creation platform enabling access to private market investments, has announced the launch of Venture Capital Co-Investments, a first of its kind offering that opens the door to high growth startup deals for qualified individual investors, with entry starting at just $5,000.

/wealth

Hazeltree adds fixed term investment products from TreasurySpring

TreasurySpring, the global cash investment platform, has today announced a strategic partnership with Hazeltree, the leading provider of integrated treasury and liquidity management and optimisation solutions for the alternative asset management market.

/wealth

Kaldi teams with WealthKernel to turn everyday cashback into investments

WealthKernel, a digital investing infrastructure provider, today announces a new partnership with Kaldi, a savings and investment app that converts cashbacks from everyday shopping into investments.

/wealth

Third Bridge and Portrait Analytics partner on AI-powered investment research

Third Bridge, the global expert network and research provider, today announced its collaboration with Portrait Analytics, a personalized AI-powered investment research platform.

/wealth

Tabadulat receives in-principle approval from ADGM regulator

Tabadulat Limited (Tabadulat), a UAE-based Shariah-compliant investing platform registered with ADGM, the international financial centre of the UAE Capital Abu Dhabi, has received In-Principle Approval from ADGM’s Financial Services Regulatory Authority (FSRA).

/wealth

FNZ signs five-year cloud and AI deal with Microsoft

FNZ, a leading end-to-end wealth management platform has today announced a global, five-year strategic partnership with Microsoft to transform the wealth management industry through technology, innovation and AI-driven digital solutions.

/wealth

Citi selects Fenergo's transfer agency platform

Citi has adopted Fenergo’s Client Lifecycle Management platform to digitize select transfer agency services for regulated funds in Europe.

/wealth

Advanta Wealth selects Aveni AI for customer service

Aveni.ai, specialists in AI for Financial Services, has been selected by Advanta Wealth, the nationwide chartered wealth management business to enhance adviser customer service and reduce administrative time.