Fortu Wealth has entered the market looking to provide an all-in-one finance platform for high net worth individuals (HNWIs) and a B2B banking-as-a-service (BaaS) solution for private banking and wealth...
UK-based private bank Coutts recorded an operating profit of £64m in Q1 2021, £15m (31%) higher year-on-year. In addition, there...
75% of geographic Europe-based wealth professionals expect a ‘high’ to a ‘very high’ level of digitalisation over the next three...
Quilter International has appointed Nicholas Kourteff as its new Singapore CEO. Kourteff joins Quilter from Transamerica Life Bermuda where he...
Coldstream Wealth Management and Paracle Advisors have announced their merger underneath the Coldstream brand. Both in the Greater Seattle area,...
The 10 most mentioned disruptive banking and payments industry themes in company filings in 2021 (Source: GlobalData)
| Theme | Mentions |
|---|---|
| Regulation | 3,876 |
| M&A | 3,763 |
| Sustainability | 3,232 |
| Mobile Payments | 1,907 |
| Fintech | 1,115 |
| Demographics | 926 |
| Online Payments | 834 |
| User Experience | 831 |
| Strategic Partnerships | 566 |
| Personalisation | 493 |
Lombard Odier Investment Managers (Lombard Odier IM) has introduced four ‘TargetNetZero’ strategies. The offerings, which include Fixed Income and Equity…
Goldman Sachs Group is planning to bring back its US workers to the office from next month as daily Covid-19…
Kansas-based Registered Investment Adviser (RIA) Creative Planning has acquired Virginia-based peer Sullivan, Bruyette, Speros & Blayney (SBSB). Established in 1991,…
Canadian robo-adviser Wealthsimple has raised $610m (C$750m) in a funding round led by Meritech and Greylock who were joined by…
Over seven-in-ten (71%) of wealth clients are willing to share personal data for more personalised services. Over half (53%) are even willing to pay for...
The future may see us living on Mars, paying for everything with crypto, and relaxing or working as we travel effortlessly about in our driverless...
The global economic growth in 2020 has been eclipsed since the Covid-19 pandemic outbreak causing fears of looming unemployment and recession in a number of...
IN ASSOCIATION WITH SMARTSTREAM Whether it is familiar through movies, books, conferences or real-world applications, we are all acquainted with the concept of artificial intelligence...
Swiss private banking group Julius Baer, in association with crypto-bank SEBA, has launched its digital assets service. The pair collaborated on the initiative last February...
American asset manager Northern Trust has struck a partnership to offer asset servicing and digital solutions to the blockchain-powered bond trading platform of Singaporean fintech firm...
Increased competition within the online wealth management, or robo-advice, industry is ongoing. The cutthroat climate has now led another robo-advisor to incorporate human-led services, a...
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Expert Commentary & Analysis
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