Objectway Acquires Swiss Private Banking Technology Business from FNZ to Strengthen Its Pan-European Positioning
- 4 days 12 hours 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
- 5 days 12 hours 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
- 1 week 8 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.
StockRepublic Powers Social Investing for 2 Million Avanza Customers
- 1 week 1 day ago
- Wealth Management
Fintech company StockRepublic has officially rolled out its social investing platform to over two million retail investors, powering a massive upgrade to Sweden's largest online investment community, Placera Forum. Developed in partnership with Sweden’s leading brokerage, Avanza, the integration allows users to see exactly how their peers manage their money by securely and anonymously sharing portfolio holdings, transactions, and performance... more
Luma Financial Technologies and TD Securities to Bring Enhanced Structured Products Management to Canadian Investment Professionals
- 1 week 1 day ago
- Wealth Management
Luma Financial Technologies today announced a new relationship through which TD Securities Inc. (TD Securities) will make Luma’s lifecycle management, analytics and performance reporting capabilities available to investment professionals across all of Canada’s premier wealth management firms.
Seccl Sets Sights on Europe with Launch of Irish Business
- 2 weeks 12 hours ago
- Wealth Management
Seccl, the Octopus-owned embedded investment platform, has established a new Irish business, Seccl Ireland DAC, and appointed Ronan Gahan as its CEO, as it takes further steps towards its planned European launch. The move is being driven by demand from existing Seccl customers looking to launch investment propositions beyond the UK.
Temenos Acquires Additiv to Strengthen Its Wealth Proposition and Accelerate AI-Driven Orchestration
- 4 weeks 1 day ago
- Wealth Management
Temenos AG, a global leader in banking technology, today announced that it has entered into a definitive agreement to acquire additiv AG (“additiv”), a Switzerland-based fintech company that provides a specialist platform to orchestrate financial services (the “Transaction”). The company integrates process steps and data into a single orchestration layer for wealth and other financial services workflows. additiv will become part of the Temenos... more
Franklin Templeton Launches Private Model Portfolios With Corastone to Help Advisors Access Private Markets
- 1 month 3 weeks ago
- Wealth Management
Franklin Templeton, a global investment leader, today announced the launch of its Private Markets Model Portfolios, developed in collaboration with Corastone, a digital infrastructure platform and permissioned blockchain network designed to streamline, automate, and scale private market investments. The Private Markets Model Portfolios are designed to help financial advisors more efficiently incorporate private market investments within a... more
Sarwa Reaches $1B in Client Assets, a First for a Homegrown UAE Fintech
- 1 month 3 weeks ago
- Wealth Management
Sarwa, one of the GCC’s leading investment and personal finance platforms, recently crossed $1 billion in client assets under management, making it the first GCC-made fintech to achieve this milestone. The achievement, reached amid the broader region’s geopolitical uncertainty, signals a resilience for the UAE's financial infrastructure. Sarwa’s $1 billion mark underscores the ways retail investors in the UAE are actively shaping the next phase... more
RedBlack Integrates With CAIS to Streamline Alternatives Placements and Portfolio Management
- 2 months 1 day ago
- Wealth Management
RedBlack, a leading provider of wealth technology and outsourced advisor services, today announced an integration with CAIS, the leading alternative investment platform for independent financial advisors, that unifies alternatives trading and portfolio management into a single, streamlined workflow. The integration enables advisors to access, allocate and manage alternative investments directly from RedBlack’s platform, removing operational... more
78% Now Use AI for Investment Information, BridgeWise Global Study Finds
- 2 months 3 weeks ago
- Wealth Management
BridgeWise, the leading wealth AI provider, announced today the release of its inaugural State of AI for Wealth in 2026 report, a global study of 2,100 respondents across 19 countries. The research confirms that AI adoption has passed a definitive tipping point, with 78.3% of respondents globally already using AI tools for investment-related queries, with nearly half (45.7%) emerging as power users, consulting AI “always” or “often” when seeking... more
CMB Monaco Becomes First to Go Live on Avaloq and BlackRock Aladdin’s Integrated Wealth Platform, Accelerating Digital Transformation of International Private Banking
- 3 months 1 week ago
- Wealth Management
Monaco-based private bank CMB Monaco has migrated its operations to the integrated technology platform consisting of Avaloq and Aladdin Wealth™, streamlining the bank’s entire value chain across the front, middle and back office. This milestone marks a significant step in CMB Monaco’s digital transformation, strengthening operational efficiency, enhancing service quality and supporting the expansion of its international private banking business.
FNZ Launches New Premium Service Proposition FNZ Select
- 3 months 1 week ago
- Wealth Management
FNZ, the global wealth management platform, has launched FNZ Select, a new premium service proposition providing clients with enhanced service levels, advanced capabilities and additional platform support. This forms part of a tiered approach to partnering with clients globally.
Redwood Launches Improvements to Commercial and Residential Investment Products
- 3 months 3 weeks ago
- Wealth Management
Redwood has reduced its interest rates on loans up to 60% LTV. It has also increased its maximum portfolio loan to £10m across both residential investment and commercial deals, and has extended commercial interest only terms to 20 years. The changes are designed to support affordability and improve deal structuring flexibility for brokers operating in an increasingly competitive market.
Orange Investment Advisors Successfully Implements Clearwater Analytics to Modernize Front-to-Back Investment Operations
- 3 months 4 weeks ago
- Wealth Management
Clearwater Analytics , the most comprehensive technology platform for investment management, today announced at InvestOps 2026 that Orange Investment Advisors, a credit-focused investment manager, has successfully implemented Enfusion by CWAN (Enfusion) to modernize its front-to-back investment operations across its structured credit portfolio.
