Citi UK: A Guide to Choosing the Right Wealth Management Service
- 3 years 2 months ago
- Investment, Wealth Management
Wealth management encompasses a wide range of services that help individuals manage their wealth efficiently. The services include investment planning guidance, financial advice, portfolio creation, and more. Individuals may opt to include such comprehensive services to manage wealth effortlessly. There are several banks such as Citibank that provide tailored and flexible wealth management services. Most financial institutions that provide... more
Commenting on a Near 26% Year-on-year Increase in IHT Receipts
- 3 years 3 months ago
- Wealth Management
Commenting on a near 26% year-on-year increase in IHT receipts, Laura Tommis, Trust Manager at ZEDRA, said: “HM Revenue and Customs receipts for IHT for the period April 2021 to August 2021 showed an increase of nearly 26% in comparison with the same period last year. Whilst this was not unexpected given the significant increase in property prices and the state of stock markets over the last year, it shows that planning for IHT should be... more
TISA Exploits TISAtech Platform to Select Contengo to Support Technology modernisation Programme and new Service Development Initiatives for the Wealth Management Industry
- 3 years 3 months ago
- Wealth Management
Demonstrates TISAtech’s ability to accelerate the adoption of validated, new technology providers Contengo joined the TISAtech community in December 2020 Further showcasing TISAtech’s commitment to driving innovation and positive change across the financial services arena
Canoe Intelligence Appoints Blackstone Veteran, Vishal Saxena as New CTO
- 3 years 3 months ago
- Asset Management, Wealth Management, Data Management
Canoe Intelligence (“Canoe”
Wealthy UK Investors Ranked Most Conservative in New International Study by Avaloq
- 3 years 3 months ago
- Investment, Wealth Management, Banking
Affluent to ultra-high-net worth (UHNW) investors in the UK are the most conservative in terms of investment risk among international peers, according to new research among banking and wealth management clients in ten leading economies, including China, India, Switzerland and Japan, commissioned by Avaloq, a global leader in digital banking solutions.
Canoe Intelligence Completes Series a Extension Funding Led by Its Clients, Blackstone and Carlyle
- 3 years 3 months ago
- Fundraising News, Investment, Asset Management, Wealth Management, Alternative Finance, Data Management
Fintech to use funding to accelerate development of its award-winning alternative investment document and data processing solution
Haitong International Accelerates Digitalization of its Private Wealth Management Business with Avaloq
- 3 years 3 months ago
- Wealth Management
Haitong International, one of China’s leading financial institutions in Hong Kong, has chosen the Avaloq Wealth platform, which offers a state-of-the-art client experience based on real-time intelligence, helping wealth managers to provide highly personalized investment advice.
Indian Millennials Open one NiyoX Account, Every 30 Seconds
- 3 years 4 months ago
- Wealth Management, Banking
NiyoX records 500,000 customers’ milestone in just 150 days
WealthKernel Launches Digital SIPP over API
- 3 years 4 months ago
- APIs, Investment, Wealth Management
Wealthtech provider’s digital-first offering makes SIPPs more accessible and affordable for fintechs and their customers New API functionality will allow firms to offer digital SIPPs flexibly and affordably Flexible model caters to both digital and paper-based transfer needs
Commenting on a £0.5bn y-o-y increase in IHT receipts
- 3 years 4 months ago
- Wealth Management
Commenting on a £0.5bn year-on-year increase in IHT receipts, Nick Ritchie, Director of Wealth Planning at RBC Wealth Management, said: “The £0.5bn year-on-year increase in IHT receipts comes as no surprise. Rising house prices and investment markets have increased the volume and value of estates caught in the IHT net, and with the Chancellor freezing the nil rate band until 2026, this trend looks set to continue.
Marstone Continues Digital Wealth Management Platform Expansion Through Partnership with Nymbus
- 3 years 4 months ago
- Wealth Management, Credit Cards, Banking
Combined effort further supports financial institutions with best-in-breed digital banking products and services
Gilded’s Digital Gold Gifting Options Perfect for Raksha Bandhan and the Upcoming Festive Season
- 3 years 4 months ago
- Investment Management, Wealth Management
Gilded, a new-age wealth-tech app offering fractional digital gold investment, allows users to send Swiss-refined physical gold digitally as gifts on the auspicious occasion of Raksha Bandhan and during the upcoming festive season.
Shield Named ‘Best Complete Communications Compliance Platform 2021’ by Wealth & Finance International FinTech Awards
- 3 years 4 months ago
- RegTech, Wealth Management, Compliance
Specialist RegTech provider Shield is proud to announce its platform has won the ‘Best Complete Communications Compliance Platform 2021’ category in the Wealth & Finance International FinTech Awards.
LEAD Consult Aligns with additiv to Support Embedded Wealth Implementation
- 3 years 4 months ago
- Wealth Management, SaaS, Consultancy
LEAD Consult, a specialist in providing business and IT consulting services to the financial sector, is proud to announce a new partnership with additiv to meet the growing demand for wealth management services embedded into context-relevant user-journeys.
Wahed Migrates to WealthKernel’s APIs to Support UK App Launch
- 3 years 4 months ago
- Investment, Wealth Management, Infrastructure
Halal-focused investment firm extends partnership with WealthKernel to use flexible investment APIs WealthKernel, a wealthtech provider for digital investment services, today announces that US halal and ethical focused investment firm, Wahed, has migrated its investment offering entirely to WealthKernel’s trusted APIs. Wahed initially partnered with WealthKernel in 2017 to utilise its white-label service and build the world's first automated... more
