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Wealth management Stories - Page 11

Global Stories

Wealth management stories

UBS report: entrepreneurs eye AI for industry growth
Digital Transformation

UBS report: entrepreneurs eye AI for industry growth

UBS has launched its first Global Entrepreneur Report, revealing that 62% of entrepreneurs see AI as their greatest business opportunity amidst economic uncertainties.

By Sean Mitchell • 3 min read • Thu, 6th Feb 2025
Bravura appoints Knowles & Jessurun to drive expansion
Digital Transformation

Bravura appoints Knowles & Jessurun to drive expansion

Bravura Solutions has appointed Aaron Knowles as Global Head of Product Management and Rob Jessurun as Business Development Director to aid global expansion.

By Imee Dequito • 2 min read • Tue, 26th Nov 2024
Zodia, RFOG & QCP team up to boost digital assets
Risk & Compliance

Zodia, RFOG & QCP team up to boost digital assets

Zodia Custody is partnering with Raffles Family Office Group and QCP to enhance digital asset services for institutional investors across Asia.

By Melania Watson • 3 min read • Tue, 19th Nov 2024
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

Stories from Other Regions

Wealth management stories

Why your money buys less every year — and how to fight back
Crypto

Why your money buys less every year — and how to fight back

As inflation erodes purchasing power, experts advise investing in assets that outpace price rises to safeguard your finances against currency debasement.

By Paul Quickenden • 9 min read • Tue, 3rd Dec 2024
Sidekick launches new VCT to optimise tax for investors
Wealth management

Sidekick launches new VCT to optimise tax for investors

Sidekick has launched its Venture Capital Trust product, responding to rising demand for tax-efficient investment options amid economic uncertainty.

By Sean Mitchell • 2 min read • Thu, 21st Nov 2024
Lawfront selects NetDocuments for document management
Physical Security

Lawfront selects NetDocuments for document management

Lawfront has selected NetDocuments as its document management system across four UK law firms, enhancing productivity for 800 lawyers across 28 offices.

By Sean Mitchell • 3 min read • Tue, 19th Nov 2024
Industrial Thought launches new subsidiary Raw Knowledge
Wealth management

Industrial Thought launches new subsidiary Raw Knowledge

Industrial Thought has launched Raw Knowledge, a subsidiary dedicated to providing comprehensive ERI data and consultancy for offshore investment reporting.

By Melania Watson • 2 min read • Tue, 19th Nov 2024
Australia's first halal financial app launched by Hejaz
Fintech

Australia's first halal financial app launched by Hejaz

Hejaz Financial Services has launched Halal Money, Australia's first halal financial app, aiming to meet the needs of Muslim investors with over 15,000 downloads.

By Sean Mitchell • 2 min read • Tue, 19th Nov 2024
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
Mike Baker appointed Group Managing Director of Industrial Thought
Partner Programmes

Mike Baker appointed Group Managing Director of Industrial Thought

Industrial Thought has appointed Mike Baker as Group Managing Director, aiming to enhance its services in securities taxation and corporate event data.

By Imee Dequito • 2 min read • Wed, 9th Oct 2024
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
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
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
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