Latest Results from /wealth
/wealth
FNZ is to expand the accessibility of wealth management services in the South African market with the acquisition of third party administrator Silica.
18 November 2020
Monument, a new digital-first UK bank for the mass affluent, has brought in Mambu, Salesforce, Amazon Web Services, Persistent Systems and Accenture for its technology build.
BNP Paribas Asset Management has launched a service that lets users access voice-activated market commentary and thought leadership through Amazon Alexa-enabled devices.
16 November 2020
TSB is to launch its first investment programme through a partnership with robo-advisor Wealthify.
04 November 2020
DriveWealth, a provider of API-based brokerage technology that provides real-time access to the US equities market through fractional share trading, has raised $56.7 million Series C funding.
27 October 2020
UBS is to invest $200 million in fintech startups through a new venture fund that will underpin internal modernisation efforts and strengthen strategic partnerships.
Mohammad Kamal Syed, managing director and head of investment management at Coutts & Co, tells Finextra Research of the ‘root and branch uplift’ in the firm’s investment decision making to address ESG goals.
20 October 2020
Canadian robo-advisory firm Wealthsimple has achieved Unicorn status on a CA$114 million investment round led by by TCV, along with Greylock, Meritech, Two Sigma Ventures and existing investor Allianz X
15 October 2020
M1 Finance has raised $45 million in a Series C funding round for its "super app" offering automated investing, borrowing and banking products.
14 October 2020
Wealthtech Allfunds has set up a blockchain company to develop a new payment model it says will provide more efficient settlement processes in the investment fund industry.
13 October 2020
The Office of the Comptroller of the Currency (OCC) has hit Morgan Stanley with a $60 million penalty for failing to properly decommission two wealth management data centres in 2016.
09 October 2020
Monument, a new digital-first UK bank for the mass affluent, is heading for a 2021 launch after securing a Series A investment and restricted banking licence from UK regulatory authorities.
08 October 2020
Welcome to Finextra. We use cookies to help us to deliver our services. You may change your preferences at our Cookie Centre.
Please read our Privacy Policy.