Wealth management stories

As women increasingly shape financial landscapes, fintech firms have a crucial opportunity to design tailored solutions that meet their unique needs and aspirations.

SharedAffairs has launched a digital estate planning platform in the UK, aimed at simplifying the documentation of assets and final wishes during a £1 trillion wealth transition.

NTT DATA's latest report reveals that 58% of banks globally are fully adopting generative AI, marking a crucial shift towards its integration in banking operations.

UBS has launched its first Global Entrepreneur Report, revealing that 62% of entrepreneurs see AI as their greatest business opportunity amidst economic uncertainties.

Revolut has lodged an application to become a registered bank in New Zealand, aiming to enhance financial services for Kiwis with innovative solutions.

As inflation erodes purchasing power, experts advise investing in assets that outpace price rises to safeguard your finances against currency debasement.

Bravura Solutions has appointed Aaron Knowles as Global Head of Product Management and Rob Jessurun as Business Development Director to aid global expansion.

Sidekick has launched its Venture Capital Trust product, responding to rising demand for tax-efficient investment options amid economic uncertainty.

Lawfront has selected NetDocuments as its document management system across four UK law firms, enhancing productivity for 800 lawyers across 28 offices.

Industrial Thought has launched Raw Knowledge, a subsidiary dedicated to providing comprehensive ERI data and consultancy for offshore investment reporting.

Zodia Custody is partnering with Raffles Family Office Group and QCP to enhance digital asset services for institutional investors across Asia.

Hejaz Financial Services has launched Halal Money, Australia's first halal financial app, aiming to meet the needs of Muslim investors with over 15,000 downloads.

Taoshi has launched Glitch, an innovative SaaS platform designed to offer advanced AI-driven trading strategies to retail investors worldwide.

Booster’s Savvy debit card has been named a finalist in two categories at the Fintech Futures 2024 Banking Tech Awards, competing against major banks.

Industrial Thought has appointed Mike Baker as Group Managing Director, aiming to enhance its services in securities taxation and corporate event data.

Laserfiche has clinched its ninth WealthManagement.com Industry Award for its generative AI document summarisation tool, boosting efficiency in wealth management.

Griffin, a UK bank for fintech firms, exits early access phase with its platform now generally available, aiming to transform finance integration.

Jeremy Soo appointed as Chairman of NETS from 1 September 2024, succeeding Susan Hwee. Soo brings over 30 years of consumer banking expertise to the role.

Australia’s fintech sector, powered by innovation, technology, and government backing, has surged from AUD $250 million in 2015 to AUD $45 billion in 2023.

Millennials and men, particularly those aged 35-44, are most frequently targeted by financial fraud, reveals an Arbuthnot Latham survey.