HSBC UK Private Banking Partners With Addepar to Provide Brand-New Client Reporting Experience
- 3 days 5 hours 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
- 2 weeks 4 days 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 weeks 1 day 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
- 1 month 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
- 1 month 3 weeks 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
- 3 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.
Scalable Capital Launches Private Equity Offer Together With BlackRock
- 3 months 2 weeks ago
- Wealth Management
With a new segment on its digital investment platform, Scalable Capital is setting new standards for investors: Soon, suitable investors in Germany will get access to alternative investments such as private equity. Through the Scalable Broker, they will be able to invest in companies that are not listed on stock exchanges for the first time. Until now, benefiting from this additional return and diversification potential has been primarily... more
BNP Paribas’ Securities Services Business Adopts Broadridge’s Global Class Action Solution to Maximize Clients’ Global Asset Recovery Opportunities
- 3 months 2 weeks ago
- Wealth Management
BNP Paribas’ Securities Services business, a leading global custodian with USD 13.7 trillion under custody, has partnered with global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE:BR) to expand its global custody services, appointing Broadridge as service provider for its global securities class action services.
Digital Private Equity Manager Moonfare Launches in Australia
- 4 months 2 days ago
- Wealth Management
Fast-growing digital private equity manager Moonfare has further expanded its international operations by opening for business in Australia.
Leading Nursing Facility Cuts Turnover by 50% with DailyPay Benefit for Employees
- 4 months 6 days ago
- Wealth Management
The Springs Arkansas, the leading skilled nursing provider across Arkansas, is celebrating three years of partnership with DailyPay – a worktech platform and leading provider of earned wage access. Throughout this partnership, The Springs Arkansas is empowering employees with the ability to access their earned pay on their own timeline.
Eminence Home Care Teams Up With DailyPay To Modernize Benefits Offering
- 4 months 3 weeks ago
- Wealth Management
Eminence Home Care, a leading home healthcare agency, has partnered with DailyPay to offer its employees the financial wellness benefit of earned wage access.
Doconomy Announces New Partnership With KBC, Supporting Younger Generations With Access to Financial Wellbeing Tools
- 5 months 5 days ago
- Wealth Management
Doconomy, a leading impact fintech company providing banks with innovative tools to drive financial wellbeing and actionable sustainability, has today announced a new partnership with leading European bank, KBC. KBC sought to find the best solution to help younger generations – in particular those aged between 18 to 25 - improve their financial wellbeing in a sustainable way and achieve their savings goals.
UK Assets On GBST’s Composer Wealth Management Platform Pass £200 Billion
- 5 months 4 weeks ago
- Wealth Management
GBST, a leading global provider of wealth management and advice solutions for the financial services industry, has seen UK assets on Composer, its wealth administration SaaS solution, surpass £200 billion.
Moneyhub and Marygold & Co. UK Partner to Launch New Wealth App
- 6 months 3 days ago
- Wealth Management
Moneyhub has announced its partnership with Marygold & Co., Britain’s most emotionally intelligent money management app for individuals and small businesses, to enhance their app capabilities. Marygold’s app, which is due to launch early in 2025, streamlines customers’ ability to save without needing to switch banking accounts, and is founded with a commitment to radically simplifying the management of finances.
Masttro Launches Next-Gen Platform for Wealth Management
- 6 months 5 days ago
- Wealth Management
Masttro, the global leader in wealth tech solutions for family offices, RIAs, wealth managers and wealth owners themselves, today announced the launch of its next-generation platform, setting a new standard for easier and more powerful wealth data management.
