Wealth Managers Are Confusing Themselves With Too Much Technology
- 1 week 2 days ago
- Wealth Management
Wealth managers are confusing themselves by relying on too many technology systems, according to new research from Avaloq, a global leader in digital banking solutions and wealth management technology.
Profile Software Expands Axia Suite With Next-Generation Wealth Management Capabilities for Retail and Mass Affluent Clients
- 2 weeks 3 days ago
- Wealth Management
Profile, a leading global provider of financial software solutions, announces a major new release of its flagship Axia Suite, introducing advanced Wealth Management features designed to better serve Retail and Mass Affluent investors.
Leading Global ETF Provider WisdomTree Partners With New Wealth Management Platform Stratiphy as Investors Diversify Portfolios
- 3 weeks 3 days ago
- Wealth Management
WisdomTree, one of Europe’s leading providers of ETPs, has partnered with personalised wealth management platform Stratiphy to offer investors access to new asset classes, including commodity ETPs and thematic ETFs. Stratiphy users will be able to access a range of WisdomTree’s commodity ETPs, such as gold, silver, oil and gas, as well as thematic exposures including AI, cloud computing, quantum computing, renewable energy and strategic metals... more
Seven in Ten Londoners Plan on Investing in the Next 12 Months
- 3 weeks 6 days ago
- Wealth Management
Seven in ten (69%) of Londoners are planning on investing in the next year as they seek higher returns than are on offer through cash savings, according to research from new personalised wealth management platform, Stratiphy. This is significantly higher than the average figure for the UK where just four in ten (43%) of people planned to invest during the next 12 months.
Pave Finance Integrates with Charles Schwab to Empower RIAs with Automated Wealth Management
- 1 month 2 days 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
- 1 month 3 days 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 month 1 week 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 month 1 week 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
- 1 month 3 weeks 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
- 1 month 3 weeks 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
- 1 month 4 weeks 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
- 2 months 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
- 2 months 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
- 2 months 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
- 2 months 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.
