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Wealth management Stories - Page 11

UK Stories

Wealth management stories

Griffin opens platform, invites fintechs to test banking services
Customer Experience

Griffin opens platform, invites fintechs to test banking services

Griffin, a UK bank for fintech firms, exits early access phase with its platform now generally available, aiming to transform finance integration.

By Catherine Knowles • 3 min read • Wed, 11th Sep 2024
Survey: millennials & men most targeted by financial fraud
Fintech

Survey: millennials & men most targeted by financial fraud

Millennials and men, particularly those aged 35-44, are most frequently targeted by financial fraud, reveals an Arbuthnot Latham survey.

By Kaleah Salmon • 3 min read • Tue, 28th May 2024
Laserfiche claims victory at WealthBriefing European Awards 2024
Software-as-a-Service

Laserfiche claims victory at WealthBriefing European Awards 2024

Intelligent content management provider Laserfiche hails a significant award win for 'Best Implementation of a Technology Solution' at the WealthBriefing European Awards 2024, underlining its innovative digital solutions in wealth management.

By Kaleah Salmon • 3 min read • Tue, 2nd Apr 2024
Nils Frowein Joins Additiv as CEO from Swiss Life
DevOps

Nils Frowein Joins Additiv as CEO from Swiss Life

Nils Frowein has been appointed as the new CEO of additiv, the international digital investment and financial solutions company.

By Imee Dequito • 2 min read • Thu, 15th Jun 2023

Global Stories

Wealth management stories

Taoshi unveils Glitch, aiming to democratise AI trading
Software-as-a-Service

Taoshi unveils Glitch, aiming to democratise AI trading

Taoshi has launched Glitch, an innovative SaaS platform designed to offer advanced AI-driven trading strategies to retail investors worldwide.

By Catherine Knowles • 3 min read • Thu, 31st Oct 2024
Laserfiche clinches ninth WealthManagement.com Industry Award
Customer Relationship Management

Laserfiche clinches ninth WealthManagement.com Industry Award

Laserfiche has clinched its ninth WealthManagement.com Industry Award for its generative AI document summarisation tool, boosting efficiency in wealth management.

By Catherine Knowles • 2 min read • Thu, 19th Sep 2024
Broadridge appoints Paul Simpson as Vice Chairman of Global Technology & Operations Business
Wealth management

Broadridge appoints Paul Simpson as Vice Chairman of Global Technology & Operations Business

Broadridge Financial Solutions appoints Paul Simpson as Vice Chairman to enhance client focus and drive go-to-market initiatives.

By Imee Dequito • 3 min read • Wed, 13th Sep 2023
Lendor appoints Jo Olivia Lee as chief operating officer
Clean technologies

Lendor appoints Jo Olivia Lee as chief operating officer

Jo Olivia Lee appointed as chief operating officer. She will oversee app development and operations for Singapore and Lendor Thailand.

By Zach Thompson • 2 min read • Fri, 1st Jul 2022
Video: 10 Minute IT Jams - Who is Bybit?
Crypto

Video: 10 Minute IT Jams - Who is Bybit?

Bybit, a cryptocurrency exchange, boasts over 2 million registered users worldwide. TechDay uncovers the ins and outs with Bybit's Head of Communications.

By Nick Forrester • 6 min read • Fri, 2nd Jul 2021

Stories from Other Regions

Wealth management stories

Booster's Savvy card finalist at Banking Tech Awards
Fintech

Booster's Savvy card finalist at Banking Tech Awards

Booster's Savvy debit card has been named a finalist in two categories at the Fintech Futures 2024 Banking Tech Awards, competing against major banks.

By Kaleah Salmon • 2 min read • Thu, 24th Oct 2024
Jeremy Soo named new chairman of NETS
Digital Transformation

Jeremy Soo named new chairman of NETS

Jeremy Soo appointed as Chairman of NETS from 1 September 2024, succeeding Susan Hwee. Soo brings over 30 years of consumer banking expertise to the role.

By Imee Dequito • 2 min read • Fri, 30th Aug 2024
The three trends supporting fintech growth in Australia
Data Analytics

The three trends supporting fintech growth in Australia

Australia's fintech sector, powered by innovation, technology, and government backing, has surged from AUD $250 million in 2015 to AUD $45 billion in 2023.

By Annexa • 5 min read • Thu, 30th May 2024
What's in for Australia's banking, finance and insurance industry in 2024
Fintech

What's in for Australia's banking, finance and insurance industry in 2024

So, what's on the horizon for an industry that's powering the economy whilst also needing to continually adapt and evolve as consumer demand grows?.

By Ian Kelsall and Omar Bashir • 4 min read • Mon, 18th Dec 2023
LGT Wealth and Asset Vantage launch a digital family office
Digital Transformation

LGT Wealth and Asset Vantage launch a digital family office

The full-stack digital family office is a unique offering that delivers detailed investment analytics based on integrated accounting data.

By Gaurav Sharma • 3 min read • Wed, 28th Jun 2023
NZ wealth managers rely on intuition for client risk suitability
Fintech

NZ wealth managers rely on intuition for client risk suitability

There is still strong support for better systems to help them improve the service to clients and better assess risk suitability.

By Shannon Williams • 3 min read • Tue, 2nd May 2023
Findex appoints Tony Roussos & Matt Games as Co-CEOs
Macquarie Bank

Findex appoints Tony Roussos & Matt Games as Co-CEOs

Findex, a wealth management company in Australia, appoints Co-CEOs to take advantage of opportunities emerging from the Hayne Royal Commission.

By Zach Thompson • 2 min read • Fri, 26th Aug 2022