Syfe Launches Income+ Max, Delivering Target Payouts up to 10% p.a. to Help Investors Turn Volatility into Income
- 2 days 11 hours ago
- Wealth Management
Syfe, the Singapore-headquartered digital wealth platform managing over S$20 billion in assets across Asia-Pacific, today announced the launch of Income+ Max in collaboration with key Active ETF partner J.P. Morgan Asset Management and two other leading ETF managers. The multi-asset strategy addresses the biggest challenges for investors today: record-low dividend yields and extreme equity concentration, compounded by intense volatility.
Saxo Study on the Future of Digital Wealth Reveals Banks Increasingly Turning to External Partners Amidst AI Pressures
- 1 week 1 day ago
- Wealth Management
Banks are increasingly turning to external partners to modernise their wealth management and brokerage offerings, according to a new study about the future of digital wealth released by Saxo today. The study, which surveyed 332 senior decision-makers across banking, brokerage, and fintech across Europe, the Middle East and North Africa (MENA), and Asia-Pacific (APAC), points to an industry facing growing pressure to modernise.
HSBC Enhances Premier Offering in the US as It Expands Its Focus on Affluent Customers
- 3 weeks 2 days 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
- 1 month 12 hours 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 weeks 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 2 weeks 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 2 weeks 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 3 weeks 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
- 2 months 1 day 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
- 2 months 1 week 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
- 2 months 1 week 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
- 2 months 1 week 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 2 weeks 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
- 3 months 1 week 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.
