Citi to Deliver New Customized Portfolio Offering Powered by BlackRock to Citi Wealth Clients Globally
- 2 days 19 hours ago
- Wealth Management
Citi Wealth today announced the selection of BlackRock to create a new portfolio offering for its clients – Citi Portfolio Solutions powered by BlackRock. This offering will combine the strategic investment advisory and planning capabilities of the leading global bank with the investment management and technology strengths of one of the world’s preeminent asset managers.
Moneybox Financial Results Set the Pace for the UK Wealth Management Sector
- 2 weeks 2 days ago
- Wealth Management
Moneybox, the award-winning wealth management platform, has today released its 2024 Annual Report, unveiling a blockbuster set of results that further cement its position as one of the UK’s fastest-growing wealth management platforms. As of December 2024, Moneybox was supporting more than 1.3 million customers, and has seen accelerating growth and profitability in recent years as it continues to help people build wealth with confidence.
FNZ Launches Advisor AI to Redefine Advisor Productivity and Scale Personalized Advice
- 2 weeks 6 days ago
- Wealth Management
FNZ, the global wealth management platform, has today announced the global launch of FNZ Advisor AI, a generative AI solution embedded directly into FNZ’s market leading wealth management platform. The solution will help financial advisors enhance productivity, deliver more personalized advice and serve more clients at scale. The modern advisor’s context
Broadridge Partners With Uptiq to Modernize Wealth Management With AI‑Powered Wealth Lending Solutions
- 1 month 1 day ago
- Wealth Management
Broadridge Financial Solutions, Inc., a global Fintech leader, today announced a new strategic partnership and minority investment in Uptiq, an AI platform for financial services.
New Wealth Management Platform Stratiphy Launches to Unlock Access to Personalised Investment Strategies
- 1 month 1 week ago
- Wealth Management
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.
BIBD Securities Sdn Bhd Enhances Wealth Management Service Offering With Avaloq Platform
- 1 month 1 week ago
- Wealth Management
BIBD Securities Sdn Bhd (BIBDS), a wholly owned subsidiary of Bank Islam Brunei Darussalam Berhad (BIBD) and part of Brunei’s largest financial group, has successfully migrated its wealth management operations to the Avaloq platform. This marks a key milestone in BIBD’s digital transformation journey, allowing BIBDS to offer personalized, Shariah-compliant investment services to its growing base of affluent clients.
FNZ Announces Strategic Partnership With Microsoft to Accelerate the Transformation of the Wealth Management Industry
- 1 month 1 week ago
- Wealth Management
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. The partnership combines FNZ’s industry-leading technology, wealth management expertise and global reach with Microsoft’s advanced AI capabilities, cloud infrastructure and engineering excellence.
SmartSearch And Plannr Partner To Deliver Seamless AML Compliance For Wealth Management Firms
- 1 month 3 weeks ago
- Wealth Management
SmartSearch, the UK’s leading provider of digital anti-money laundering (AML) and compliance solutions, is pleased to announce a strategic partnership with Plannr, the modern CRM and back-office platform built specifically for financial planners and wealth management firms.
Raymond James Ltd. Announces Strategic Investment In Next-Generation Wealth Management Platform
- 2 months 2 weeks ago
- Wealth Management
Raymond James Ltd., the largest independent financial services firm in Canada, today announced a strategic partnership with FNZ, a global wealth management platform provider, to deliver its next-generation wealth management platform. Under the agreement, Raymond James Ltd. will make a significant investment to accelerate the digital transformation of its wealth management infrastructure and elevate the advisor and client experience nationwide.
HSBC UK Private Banking Partners With Addepar to Provide Brand-New Client Reporting Experience
- 3 months 1 week ago
- Wealth Management
HSBC UK Private Banking is the first major UK bank to adopt Addepar’s leading software platform designed specifically for wealth managers. This follows adoption in the US Private Bank, with rollout in the Channel Islands and Luxembourg to come later this year.
Experian’s ReFi™ Powered Loans Save Borrowers £5K on Debt Repayments
- 3 months 3 weeks ago
- Wealth Management
Experian, the money platform, has revealed the transformative impact ReFi™ powered loans are having on UK consumers. As of May 2025, ReFi™ technology has already enabled the lending of over £70 million in debt consolidation loans1.
intelliflo redblack Announces Continued, Expanded Partnership with Focus Financial Partners
- 3 months 3 weeks ago
- Wealth Management
intelliflo redblack today announced that Focus Financial Partners Inc. has adopted intelliflo redblack as a strategic trade and rebalance technology solution, extending its capabilities across the organization’s firms. Focus Financial Partners is an interdependent partnership of wealth management, business management, and related financial services firms. intelliflo redblack and Focus have enjoyed a successful relationship for years.
Pipe Acquires Glean.ai To Add Spend Management To Suite Of Embedded Financial Solutions
- 4 months 3 weeks ago
- Wealth Management
Pipe, a fintech company enabling embedded financial solutions for software platforms, today announced its strategic acquisition of Glean.ai, a leading AI-powered spend management company.
Avaloq Opens New Office in DIFC to Drive Digital Transformation in Middle East Financial Services
- 5 months 1 day ago
- Wealth Management
Avaloq, a leader in private banking, wealth management and investment management technology, has inaugurated its new regional office in the Dubai International Financial Centre (DIFC). This strategic expansion follows the signing of InvestGB, the wealth and investment management arm of Gulf Bank, and the recent addition of another major client in the Gulf Cooperation Council (GCC) area.
UK Financial Advice Gap Persists, With 73% of Clients Now Over 50
- 6 months 1 week ago
- Wealth Management
intelliflo, a global leader in financial adviser technology, has released its 2025 Advice Map of the UK. Drawing on 2.8 million advised client records held within intelliflo office, the Advice Map of UK reveals how widely advice is accessed and found that engagement with financial advice varies considerably across age, relationship status, gender, and geographical location.
