Inflationary Spiral Concerns as a Third of Businesses and Half of Construction Firms Face Price Hikes
- 2 years 11 months ago
- Wealth Management
Susannah Streeter, senior investment and markets analyst, Hargreaves Lansdown ‘’The anecdotes from truckers, turkey farmers, builders and bosses about escalating problems in the supply chain are far from isolated cases. Rising costs hitting industries across the board are backed up in the latest large scale survey from the ONS. The Business Insights research shows that almost a third of businesses (29%) questioned reported that the price of... more
Kristal.AI Launches Mental Health Week to Promote Mental Well-being
- 2 years 11 months ago
- Fund Management, Investment Management, Wealth Management
Will offer complementary therapy sessions to employees throughout the week Kristal.AI, a private wealth advisory and investment management platform, has launched Mental Health week leading up to the World Mental Health Day on October 10, to promote the overall well-being of employees of Kristal.AI.
Investment Navigator and additiv collaborate to Simplify Investment Advisory Compliance for Wealth Managers
- 2 years 11 months ago
- Investment, Wealth Management, SaaS, Compliance
Investment Navigator has confirmed that additiv customers can now access its full range of cross-border and product distribution suitability solutions through additiv’s DFS platform. additiv, a leading SaaS and embedded finance provider to the wealth management industry, is integrating Investment Navigator’s advanced services to address the essential requirement for wealth managers to comply with stringent regulatory requirements.
Contemi Solutions Wins Hat-Trick of WealthTech Asia Awards 2021
- 2 years 11 months ago
- Wealth Management
Contemi Solutions, a leading technology solutions provider to asset and wealth managers, insurers, banks, and brokers, has won three awards at the 2021 WealthTech Asia Awards, hosted by WealthBriefing. Contemi ‘Client Portal’ was crowned winner in the best ‘Client Communications Tool’, with Alexander Krefft, Contemi CEO being awarded the best ‘Regional Management Team/CEO’.
Financial Independence App Topia Teams up with WealthKernel to Enhance Personal Finance Offering
- 2 years 11 months ago
- Personal Finance, Investment, Wealth Management
Leading fintech in the FIRE movement partners with WealthKernel to help millennials retire early
Nucoro Platform Wealthtech Platform App Now Live on Finastra’s FusionFabric.cloud
- 2 years 11 months ago
- Wealth Management
App enables financial institutions to build digital savings, investment and wealth management propositions at speed and scale
StashAway MENA Introduces Thematic Portfolios
- 2 years 11 months ago
- Investment, Wealth Management
StashAway has launched Thematic Portfolios. StashAway's Thematic Portfolios include three themes: Technology Enablers, The Future of Consumer Tech, and Healthcare Innovation. The portfolios feature ETFs from some of the world's top fund managers, including ARK Invest, iShares, Global X, and VanEck.
Citi UK: A Guide to Choosing the Right Wealth Management Service
- 2 years 11 months ago
- Investment, Wealth Management
Wealth management encompasses a wide range of services that help individuals manage their wealth efficiently. The services include investment planning guidance, financial advice, portfolio creation, and more. Individuals may opt to include such comprehensive services to manage wealth effortlessly. There are several banks such as Citibank that provide tailored and flexible wealth management services. Most financial institutions that provide... more
Commenting on a Near 26% Year-on-year Increase in IHT Receipts
- 2 years 11 months ago
- Wealth Management
Commenting on a near 26% year-on-year increase in IHT receipts, Laura Tommis, Trust Manager at ZEDRA, said: “HM Revenue and Customs receipts for IHT for the period April 2021 to August 2021 showed an increase of nearly 26% in comparison with the same period last year. Whilst this was not unexpected given the significant increase in property prices and the state of stock markets over the last year, it shows that planning for IHT should be... more
TISA Exploits TISAtech Platform to Select Contengo to Support Technology modernisation Programme and new Service Development Initiatives for the Wealth Management Industry
- 2 years 12 months ago
- Wealth Management
Demonstrates TISAtech’s ability to accelerate the adoption of validated, new technology providers Contengo joined the TISAtech community in December 2020 Further showcasing TISAtech’s commitment to driving innovation and positive change across the financial services arena
Canoe Intelligence Appoints Blackstone Veteran, Vishal Saxena as New CTO
- 3 years 2 days ago
- Asset Management, Wealth Management, Data Management
Canoe Intelligence (“Canoe”
Wealthy UK Investors Ranked Most Conservative in New International Study by Avaloq
- 3 years 1 week ago
- Investment, Wealth Management, Banking
Affluent to ultra-high-net worth (UHNW) investors in the UK are the most conservative in terms of investment risk among international peers, according to new research among banking and wealth management clients in ten leading economies, including China, India, Switzerland and Japan, commissioned by Avaloq, a global leader in digital banking solutions.
Canoe Intelligence Completes Series a Extension Funding Led by Its Clients, Blackstone and Carlyle
- 3 years 1 week ago
- Fundraising News, Investment, Asset Management, Wealth Management, Alternative Finance, Data Management
Fintech to use funding to accelerate development of its award-winning alternative investment document and data processing solution
Haitong International Accelerates Digitalization of its Private Wealth Management Business with Avaloq
- 3 years 2 weeks ago
- Wealth Management
Haitong International, one of China’s leading financial institutions in Hong Kong, has chosen the Avaloq Wealth platform, which offers a state-of-the-art client experience based on real-time intelligence, helping wealth managers to provide highly personalized investment advice.
Indian Millennials Open one NiyoX Account, Every 30 Seconds
- 3 years 3 weeks ago
- Wealth Management, Banking
NiyoX records 500,000 customers’ milestone in just 150 days
