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Latest Results from /wealth

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KreditBee offers digital gold investments through partnership with SafeGold

KreditBee, one of India’s leading fintech platforms, today announced the launch of ‘KreditBee 24K Gold’, a digital gold investment product.

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Crypto firm Change wins approval to acquire Dutch brokerage

Crypto trailblazer Change has announced it has acquired a new Dutch licence - enabling the business to provide services with traditional and new-age financial assets EU-wide for the very first time.

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Hamburger Sparkasse to deploy Vontobel's deritrade

Hamburger Sparkasse AG (Haspa) and Vontobel are entering into a partnership regarding the use of deritrade under which Haspa will give investment advisory clients the opportunity to tailor structured products to their individual needs live and in real time during consultations.

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Mirabaud signs with Temenos

Mirabaud is proud to announce the launching of the largest project the bank has ever embarked on, pushing ahead its highly regarded entrepreneurial and passionate team to the next level of client servicing thanks to the adoption of enhanced digital front and back-office capabilities.

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Avaloq goes live with first client in Taiwan

Avaloq has successfully implemented its core banking system at Cathay United Bank to support the bank’s continued growth.

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Chip adds new investment funds, introduces product-to-product transfers, and launches auto-investing

Chip, on a mission to become the saving and investing super app, has added two new funds to its investment platform and introduced new features aimed at making investing simple.

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FNZ and Clearstream to help asset managers monitor global trends

FNZ, the global wealth management platform, and Clearstream, Deutsche Börse Group’s post-trade services provider, have entered a strategic partnership that will significantly increase transparency for the UK & European asset management industry through the launch of a new leading-edge business intelligence solution.

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Wealth advisors failing consumers on ESG

Wealth advisers risk failing investors on suitability by not using technology appropriately to measure ESG preferences and being caught up in the ‘green rush’, behavioural finance experts Oxford Risk warns.

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D1g1t adds three execs to US leadership team

d1g1t, Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced that it has added three U.S.-based senior leaders, moves that will allow the company to continue to build on its rapid growth trajectory.

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ADDX launches private market services for wealth managers

Wealth managers can now introduce more of their end-investors to the world of private investments through a newly-launched institutional service on digital securities exchange ADDX. Corporate treasuries and family offices can also take part in the space via a corporate service to diversify their portfolios through private market products.

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Unifimoney raises $10m for digital wealth management platform

Today, Unifimoney Inc., a turnkey digital wealth management platform for Community Banks and Credit Unions, announced a $10m Seed round.

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WeLab appoints Bruno Lee as wealth management advisor

WeLab, a leading pan-Asian fintech platform, announced the appointment of Bruno Lee as Advisor.