Latest in: "Wealth Management".
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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:...
Public raises $15mn from investors including Will Smith
03 March 2020
FinTech Public has raised $15mn from a star-studded selection of investors. In Brief: Pu...
Refinitiv acquires Scivantage
03 March 2020
Refinitiv has acquired Scivantage to strengthen its digital wealth management offering. In Brief:...