Pave Finance Integrates with Charles Schwab to Empower RIAs with Automated Wealth Management
- 2 days 5 hours ago
- Wealth Management
Pave Finance, Inc., the next-generation wealth management platform, has today announced its integration with Charles Schwab, the world’s largest registered investment advisory custodian and one of the largest retail brokerage firms. The move enables registered investment advisors (RIAs) to link their Schwab client accounts directly to Pave for automated portfolio construction, management, and trading, all without moving a single client asset.
Saxo UK Partners With BlondeMoney to Help Guide Investors Through the Autumn Budget
- 3 days 10 hours ago
- Wealth Management
Saxo UK, the leading global platform for online trading and investing, today announces a new partnership with BlondeMoney to help investors navigate the uncertainty ahead of the Chancellor’s Autumn Budget on 26th November.
Temenos Named a Leader in IDC MarketScape for Wealth Management Technology Services for Investment Advisors
- 1 week 1 day ago
- Wealth Management
Temenos, a global leader in banking technology, today announced it has been named a Leader in the IDC MarketScape: Worldwide Wealth Management Technology Services for Investment Advisors 2025 Vendor Assessment (doc # US50734024, October 2025). The IDC MarketScape evaluation analyzed 13 vendors against criteria relating to both present-day capabilities and future-oriented strategies.
Crypto Confidence Crisis Leaves UK Wealth Managers Trailing Global Peers
- 1 week 3 days ago
- Wealth Management
UK wealth managers are trailing behind their global counterparts when it comes to advising clients on crypto investing, according to new research from Avaloq, a global leader in digital banking solutions and wealth management technology.
Equifax Launches Free Monthly Credit Score to Help Consumers More Easily Monitor Financial Health
- 3 weeks 1 day ago
- Wealth Management
Equifax UK has launched Equifax Basic, a new and improved way for consumers to monitor their financial health and better understand their credit history. The new Equifax Basic account refreshes a user’s Equifax Credit Score on a monthly basis and will also include access to their statutory credit report.
Galaxy Launches GalaxyOne, Bringing Institutional-Quality Financial Offerings to Individual Investors
- 3 weeks 3 days ago
- Wealth Management
Galaxy Digital Inc. today launched GalaxyOne, a financial technology platform offering U.S.-based individual investors to access high yields on fiat cash, alongside crypto and equities trading in a single digital experience. Accredited investors1 can access 8.00% Annual Percentage Yield (APY) through Galaxy Premium Yield2, while all investors can earn 4.00% APY3 on cash deposits and the ability to auto-reinvest earned interest into bitcoin or... more
SEI Announces Strategic Partnership With Graphene
- 4 weeks 8 hours ago
- Wealth Management
SEI® today announced a strategic partnership between SEI Investments (Europe) Limited (SIEL) and Graphene, a U.K.-based Infrastructure-as-a-Service provider, to power the growth of Graphene's offering for wealth managers, family offices, and independent financial advisers.
FusionIQ Continues Building End-To-End Digital Wealth Management Platform With Latest Fintech Partnership
- 1 month 1 day ago
- Wealth Management
FusionIQ, the leader in digital wealth management, today announced a strategic partnership with The Greens to provide a market-leading digital wealth platform experience in conjunction with The Greens' custody and broker-dealer offerings, Green Pier.
GCEX Group Acquires GlobalBlock To Accelerate Growth Amongst Wealth & Asset Managers
- 1 month 6 days ago
- Wealth Management
Leading regulated digital prime broker GCEX (GCEX Group) has acquired GlobalBlock Europe UAB, a specialist crypto brokerage and asset management firm focused on high-net-worth individuals (HNWI) with over $60 million in client assets. This strategic transaction marks a natural expansion for GCEX from its established OTC, conversion and technology business into a broader digital assets proposition for asset and wealth managers.
FNZ and AJ Bell Extend Long-Term Partnership with New 10-Year Agreement
- 1 month 1 week ago
- Wealth Management
FNZ, the global wealth management platform, and AJ Bell, one of the UK’s leading investment platforms, today announced a new 10-year agreement, further strengthening their successful partnership that has been in place since 2009. The new agreement will see FNZ continue to provide the core technology that supports AJ Bell’s dual-channel platform, one of the fastest growing businesses in the UK platform market, supporting advised and direct-to-... more
HSBC Deploys Wealth Intelligence for Its Wealth Management Staff to Enhance Client Experience
- 1 month 2 weeks ago
- Wealth Management
HSBC Private Bank today announced the launch of Wealth Intelligence, a generative AI-powered ecosystem, for its client-facing staff members, investment counsellors and product specialists to provide its clients with quality market insights and personalised investment strategies.
Trade Republic Expands From Brokerage to Wealth Management
- 1 month 2 weeks ago
- Wealth Management
Trade Republic, Europe's largest savings platform, continues to grow, surpassing 10 million customers, across 18 European markets and more than 150 billion euro in assets under management. Through strategic partnerships with Apollo and EQT, Trade Republic expands its services to offer access to Private Markets. In the coming months, the bank will roll out two additional asset classes, each 30 days apart.
Jack Henry Strengthens Wealth Management Services With Bits of Stock
- 1 month 3 weeks ago
- Wealth Management
Jack Henry™ announced a strategic alliance with Bits of Stock, enabling financial institutions to provide fractional shares of stock as rewards on everyday spending.
Citi to Deliver New Customized Portfolio Offering Powered by BlackRock to Citi Wealth Clients Globally
- 1 month 3 weeks ago
- Wealth Management
Citi Wealth today announced the selection of BlackRock to create a new portfolio offering for its clients – Citi Portfolio Solutions powered by BlackRock. This offering will combine the strategic investment advisory and planning capabilities of the leading global bank with the investment management and technology strengths of one of the world’s preeminent asset managers.
Moneybox Financial Results Set the Pace for the UK Wealth Management Sector
- 2 months 1 week ago
- Wealth Management
Moneybox, the award-winning wealth management platform, has today released its 2024 Annual Report, unveiling a blockbuster set of results that further cement its position as one of the UK’s fastest-growing wealth management platforms. As of December 2024, Moneybox was supporting more than 1.3 million customers, and has seen accelerating growth and profitability in recent years as it continues to help people build wealth with confidence.
