News & Insights | Wealth Management

Latest in: "Wealth Management".
View All News

Articles from around the web are from external sources. By clicking these articles you will be leaving the FinTech Alliance website. Images from external sources are not the property of FinTech Alliance. Image credits can be found on the external articles.

InvestSuite raises $3mn  

24 December 2020

B2B WealthTech business InvestSuite has raised €3mn funding.  ...

InvestTech Accelerator by Synechron to transform investment management  

02 November 2020

Digital transformation consultancy Synechron Inc has launched an InvestTech Acce...

Posted By The Community

Adoption of tech in private markets lags behind industry trends

21 October 2020

Wealth managers must urgently increase their use of technology in offering private market investment...

Written By: Delio

Posted By The Community

Why personal advice + digital tools = the future of wealth management

15 September 2020

It's time to ditch the digital vs. personal debate when it comes to managing clients in the wealth m...

Written By: Delio

eToro acquires Manchester FinTech Marq Millions

31 July 2020

Online investment platform eToro has acquired e-money platform Marq Millions. In Brief:...

From Around The Web

China's Lufax seeks U.S. IPO as early as this year: sources

23 July 2020

HONG KONG/NEW YORK (Reuters) - Lufax, one of China’s largest online wealth management platforms back...

Hosted By: Reuters

Barclays unveils digital wealth management service

15 July 2020

The bank offers a personalised investment service for current account customers In Brief Th...

Delio partners with Avaloq

10 July 2020

Private markets tech business Delio has partnered with leading FinTech Avaloq.   In Brief...

Wealthify now fully owned by Aviva

08 June 2020

Wealthify is now a wholly owned, independently run subsidiary of the Aviva Group. In Brief:...

FNZ strikes deal with FinSwitch

26 May 2020

Wealthtech provider FNZ will offer its tech to South African fund management. In Brief:...

Posted By The Community

Delio recognised among the world’s leading wealth tech solutions

28 April 2020

Delio is proud to feature on the WealthTech 100 for the second year in a row - celebrating the most...

Written By: Delio

Chip receives FCA authorisation

27 March 2020

Money management app Chip has been approved by the Financial Conduct Authority. In Brief:...