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

Posted By The Community

Wealth Management
September 16, 2020

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

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
Wealth Management
July 31, 2020

eToro acquires Manchester FinTech Marq Millions

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

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

From Around The Web

Wealth Management
July 23, 2020

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

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
Wealth Management
July 15, 2020

Barclays unveils digital wealth management service

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

Delio partners with Avaloq
Wealth Management
July 10, 2020

Delio partners with Avaloq

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

Wealthify now fully owned by Aviva
Wealth Management
June 08, 2020

Wealthify now fully owned by Aviva

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

FNZ strikes deal with FinSwitch
Wealth Management
May 26, 2020

FNZ strikes deal with FinSwitch

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

Delio recognised among the world’s leading wealth tech solutions

Posted By The Community

Wealth Management
April 29, 2020

Delio recognised among the world’s leading wealth tech solutions

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
Wealth Management
March 27, 2020

Chip receives FCA authorisation

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