additiv appoints ex-Orange Director to head Asia Pacific division
- 3 years 1 month ago
- Wealth Management, SaaS, People Moves
additiv, a leading SaaS and embedded finance provider to the wealth management industry, today confirmed that Pieter Zylstra will move into the role of General Manager at additiv’s Asia Pacific (APAC) division.
Wealth8 Partners With WealthKernel to Launch Investment App for Black and Multi-ethnic Communities
- 3 years 1 month ago
- APIs, Investment, Wealth Management
Inclusive investment service migrates to WealthKernel’s APIs for UK app launch WealthKernel, a wealthtech provider for digital investment services, today announces it has extended its partnership with inclusive investment service, Wealth8, which has migrated its investment offering to WealthKernel’s trusted APIs.
SIX Launches Tax on Instrument Service to Streamline Wealth Advisory Decisions
- 3 years 1 month ago
- Wealth Management
SIX today launches its “SIX Tax on Instrument” service to provide client advisors and portfolio managers in the Wealth Advisory industry with tax classifications on individual securities. The service allows users to analyse the tax consequences of financial products, to anticipate the tax-related costs of an investment on that security and to find better investment options.
SIX Launches Tax on Instrument Service to Streamline Wealth Advisory Decisions
- 3 years 1 month ago
- Wealth Management
SIX today launches its “SIX Tax on Instrument” service to provide client advisors and portfolio managers in the Wealth Advisory industry with tax classifications on individual securities. The service allows users to analyse the tax consequences of financial products, to anticipate the tax-related costs of an investment on that security and to find better investment options.
Black & Multi-Ethnic Community now catered for by Wealth8’s Digital Wealth Management Mobile App with ISA investment options
- 3 years 1 month ago
- Wealth Management
Wealth8, the new digital wealth management platform with a full-service mobile app, is providing access to global investment funds and diversified funds from the largest global asset manager, BlackRock Asset Management. Their service is aimed primarily at the black & multi-ethnic community being largely the African diaspora in the UK. The mobile app will also be made available to Africans living in major economies on the continent such as... more
Inflationary Spiral Concerns as a Third of Businesses and Half of Construction Firms Face Price Hikes
- 3 years 1 month 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
- 3 years 1 month 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
- 3 years 1 month 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
- 3 years 1 month 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
- 3 years 1 month 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
- 3 years 1 month 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
- 3 years 1 month 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
- 3 years 1 month 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
- 3 years 2 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
- 3 years 2 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
