St. James’s Place Rolls Out Industry-First Virtual Reality Training
- 2 years 5 months ago
- Wealth Management
Wealth management group St. James’s Place has become the first financial services provider to roll out industry-leading Virtual Reality (VR) technology for training and role-playing across the business.
Enzo Raises $3 Million to Help Millennials Optimize Spending, Grow Wealth
- 2 years 5 months ago
- Fundraising News, Wealth Management
Enzo, a spending and wealth optimization platform, today announced its $3 million seed funding round led by White Bay Group, a growth equity firm that is focused on financial services and FinTech. The seed funding round is a vote of confidence in Enzo’s vision to bring the quality of products and services normally reserved for high-net worth clients to a younger, digitally-native audience with a culture-forward flair.
Evida to Offer Hybrid Digital Financial Advice Through additiv’s Wealth Management-as-a-Service Platform
- 2 years 5 months ago
- Investment, Wealth Management
Evida, the Swedish financial advisory company, is delighted to confirm their new collaboration with additiv to meet the growing demand for hybrid investment advisory services.
NRI to Provide UBS SuMi TRUST Wealth Management with PSS Post-trade Utility Service
- 2 years 5 months ago
- Wealth Management
〜Prime Settlement Service (PSS), a Utility Service for Multiple Financial Institutions〜 Nomura Research Institute (NRI), a leading provider of consulting services and system solutions, has begun providing its Prime Settlement Service (PSS)
Black & Multi-Ethnic Community Now Catered for by Wealth8’s Digital Wealth Management Mobile App with ISA Investment Options
- 2 years 6 months ago
- Investment, Fund Management, Wealth Management
Wealth8, the new digital wealth management platform with a full-service mobile app, is providing access to global investment funds and diversified funds from the largest global asset manager, BlackRock Asset Management. Their service is aimed primarily at the black & multi-ethnic community being largely the African diaspora in the UK. The mobile app will also be made available to Africans living in major economies on the continent such as... more
additiv appoints ex-Orange Director to head Asia Pacific division
- 2 years 6 months ago
- Wealth Management, SaaS, People Moves
additiv, a leading SaaS and embedded finance provider to the wealth management industry, today confirmed that Pieter Zylstra will move into the role of General Manager at additiv’s Asia Pacific (APAC) division.
Wealth8 Partners With WealthKernel to Launch Investment App for Black and Multi-ethnic Communities
- 2 years 6 months ago
- APIs, Investment, Wealth Management
Inclusive investment service migrates to WealthKernel’s APIs for UK app launch WealthKernel, a wealthtech provider for digital investment services, today announces it has extended its partnership with inclusive investment service, Wealth8, which has migrated its investment offering to WealthKernel’s trusted APIs.
SIX Launches Tax on Instrument Service to Streamline Wealth Advisory Decisions
- 2 years 6 months ago
- Wealth Management
SIX today launches its “SIX Tax on Instrument” service to provide client advisors and portfolio managers in the Wealth Advisory industry with tax classifications on individual securities. The service allows users to analyse the tax consequences of financial products, to anticipate the tax-related costs of an investment on that security and to find better investment options.
SIX Launches Tax on Instrument Service to Streamline Wealth Advisory Decisions
- 2 years 6 months ago
- Wealth Management
SIX today launches its “SIX Tax on Instrument” service to provide client advisors and portfolio managers in the Wealth Advisory industry with tax classifications on individual securities. The service allows users to analyse the tax consequences of financial products, to anticipate the tax-related costs of an investment on that security and to find better investment options.
Black & Multi-Ethnic Community now catered for by Wealth8’s Digital Wealth Management Mobile App with ISA investment options
- 2 years 6 months ago
- Wealth Management
Wealth8, the new digital wealth management platform with a full-service mobile app, is providing access to global investment funds and diversified funds from the largest global asset manager, BlackRock Asset Management. Their service is aimed primarily at the black & multi-ethnic community being largely the African diaspora in the UK. The mobile app will also be made available to Africans living in major economies on the continent such as... more
Inflationary Spiral Concerns as a Third of Businesses and Half of Construction Firms Face Price Hikes
- 2 years 6 months ago
- Wealth Management
Susannah Streeter, senior investment and markets analyst, Hargreaves Lansdown ‘’The anecdotes from truckers, turkey farmers, builders and bosses about escalating problems in the supply chain are far from isolated cases. Rising costs hitting industries across the board are backed up in the latest large scale survey from the ONS. The Business Insights research shows that almost a third of businesses (29%) questioned reported that the price of... more
Kristal.AI Launches Mental Health Week to Promote Mental Well-being
- 2 years 6 months ago
- Fund Management, Investment Management, Wealth Management
Will offer complementary therapy sessions to employees throughout the week Kristal.AI, a private wealth advisory and investment management platform, has launched Mental Health week leading up to the World Mental Health Day on October 10, to promote the overall well-being of employees of Kristal.AI.
Investment Navigator and additiv collaborate to Simplify Investment Advisory Compliance for Wealth Managers
- 2 years 6 months ago
- Investment, Wealth Management, SaaS, Compliance
Investment Navigator has confirmed that additiv customers can now access its full range of cross-border and product distribution suitability solutions through additiv’s DFS platform. additiv, a leading SaaS and embedded finance provider to the wealth management industry, is integrating Investment Navigator’s advanced services to address the essential requirement for wealth managers to comply with stringent regulatory requirements.
Contemi Solutions Wins Hat-Trick of WealthTech Asia Awards 2021
- 2 years 6 months ago
- Wealth Management
Contemi Solutions, a leading technology solutions provider to asset and wealth managers, insurers, banks, and brokers, has won three awards at the 2021 WealthTech Asia Awards, hosted by WealthBriefing. Contemi ‘Client Portal’ was crowned winner in the best ‘Client Communications Tool’, with Alexander Krefft, Contemi CEO being awarded the best ‘Regional Management Team/CEO’.
Financial Independence App Topia Teams up with WealthKernel to Enhance Personal Finance Offering
- 2 years 6 months ago
- Personal Finance, Investment, Wealth Management
Leading fintech in the FIRE movement partners with WealthKernel to help millennials retire early
