HSBC Enhances Premier Offering in the US as It Expands Its Focus on Affluent Customers
- 1 week 1 day ago
- Wealth Management
HSBC today announced an enhanced Premier offering in the United States to meet the evolving needs of affluent customers who increasingly manage their wealth and lives internationally. The proposition supports HSBC’s ambition to be the most trusted bank globally. The enhanced Premier offering spans four areas – wealth, health, travel and international— as HSBC expands its focus on serving affluent consumers, a segment representing approximately... more
Masttro Partners With Truewind
- 2 weeks 1 day ago
- Wealth Management
Masttro clients can now move consolidated wealth data into their accounting platform without rebuilding it by hand each month. Through a new partnership with Truewind, the San Francisco AI accounting platform used by finance and family office teams, positions, transactions, and entity detail from Masttro are converted into review-ready journal entries and delivered into systems such as Sage Intacct.
Aurora FundAdmin Limited Selects Avaloq to Power the Launch of Its Fund Administration Services in Dubai
- 1 month 2 days ago
- Wealth Management
Aurora FundAdmin Limited (Aurora) has partnered with Avaloq for the launch of its new fund administration business in Dubai. By implementing the Avaloq platform, Aurora will establish a scalable operating model that automates and standardizes key processes, helping the firm increase operational efficiency, maintain high service standards and support future growth across the region.
Mylo Consolidates £250 Million in Pensions as User Numbers Surge
- 1 month 3 days ago
- Wealth Management
UK savers have consolidated over £250 million in pension savings through Mylo, which empowers pension scheme members to take control of their retirement finances. Mylo, one of the UK’s fastest growing pension apps, has enabled pension scheme members to track and consolidate lost and forgotten pensions. Aegon continues to invest in improving tracing, consolidation, and the wider Mylo experience, ensuring even more savers can easily reconnect and... more
Flanks Partners With Perplexity to Power AI-Driven Wealth Management With Data Aggregation
- 1 month 4 days ago
- Wealth Management
Flanks, the WealthTech leader redefining the industry by giving wealth institutions direct access to a unified, institution-grade, compliant wealth data layer, today announced its partnership with Perplexity, an AI platform built on the foundation of accurate AI, which has a curated connector ecosystem spanning hundreds of integrations.
iPipeline Introduces Novera API Hub, Creating a Connected Life, Annuity, and Wealth Ecosystem
- 1 month 1 week ago
- Wealth Management
iPipeline®, a leading global provider of comprehensive and integrated digital solutions for the life insurance and financial services industry, today announces the launch of the Novera API Hub, a developer experience that provides organizations with a simplified way to build, and test APIs workflows.
Syfe Launches Cash+ Enhanced, Delivering up to 3.0% P.A. Net Yield to Help Investors Optimise Cash Reserves
- 1 month 2 weeks ago
- Wealth Management
Syfe, the Singapore-headquartered digital wealth platform managing over US$10 billion in assets across Asia-Pacific, is announcing the launch of Cash+ Enhanced, a new cash management solution projecting up to 3.0% p.a. net yield with no lock-in periods and no minimum deposit requirements.
SoFi Expands Access to Private Markets with Funds From CAZ Investments and AngelList Asset Management
- 1 month 3 weeks ago
- Wealth Management
SoFi Technologies, Inc., the everything app for digital financial services, today introduced three new private market funds from CAZ Investments and AngelList Asset Management. These funds provide exposure to private market strategies across AI, fintech, healthcare, defense, and other sectors, with investments that may include companies such as OpenAI, Anthropic, Anduril, and others.
FNZ Agrees Sale of FNZ Bank to Advent
- 1 month 3 weeks ago
- Wealth Management
FNZ, the leading global wealth management platform, today announced that it has entered into an agreement to sell FNZ Bank to Advent, and a consortium including HarbourVest Partners (“HarbourVest”). Completion of the transaction is expected to occur in the second half of 2027, subject to customary regulatory and other approvals.
New Avaloq Index Finds UK’s Wealth Management Strengths Offset by Macroeconomic Headwinds
- 1 month 3 weeks ago
- Wealth Management
The inaugural Avaloq Wealth Management Index reveals that while the United Kingdom benefits from a mature financial ecosystem, supportive regulations and strong digital capabilities, macroeconomic conditions appear as the primary constraint on its overall competitiveness.
Objectway Expands into Capital Markets with Its Project to Acquire French Specialist SLIB, Advancing Its Pan-European Growth Strategy
- 2 months 4 days ago
- Wealth Management
Objectway, the pan-European wealthtech solution partner for banking, wealth and asset management firms, today announced that it has entered into exclusive negotiations with BNP Paribas and Natixis, granting them the right to transfer their entire stake in SLIB (Services Logiciels d'Intégration Boursière), a trusted partner specialised in the development of dedicated software solutions for the capital markets sector, to Objectway.
Objectway Acquires Swiss Private Banking Technology Business from FNZ to Strengthen Its Pan-European Positioning
- 2 months 4 weeks ago
- Wealth Management
Objectway, a global wealthtech partner for banking, wealth and asset management firms, today announced the acquisition from FNZ of their Swiss private banking technology business FNZ Switzerland SA (formerly operating as New Access). The business will now be operated under the Objectway Switzerland brand.
LemFi Acquires Wealth8 to Expand into Investment Services for Globally Mobile Communities
- 2 months 4 weeks ago
- Wealth Management
LemFi, the financial platform for people living and working across borders, has secured approval from the UK’s Financial Conduct Authority (FCA) for its acquisition of investment platform Wealth8. The approval paves the way for LemFi to add wealth-building and investment to its product ecosystem, marking the company’s entry into wealthtech and a significant step in its evolution into a full financial-life platform.
Tide Expands Wealth Offering with Launch of Dedicated Investment Account for SMEs
- 3 months 22 hours ago
- Wealth Management
Tide, the UK's leading business management platform, has today launched the Tide Investment Account (TIA), bringing business investing directly into the platform where more than 900,000 UK SMEs already manage their finances. The new offering is designed to help business owners grow surplus cash through investing, removing many of the barriers that have historically made wealth creation more complicated for smaller businesses.
