iCapital and Wellington Management partner to improve investment access
iCapital and Wellington are working together to deliver Wellington's suite of alternative products to the wealth management channel on a…
04 Oct 2023
FusionIQ achieves SOC 2 Compliance certificate
The SOC 2 qualification highlights FusionIQ's persistent dedication to cybersecurity effectiveness and reaffirms the company’s position in the wealthtech sector. FusionIQ's wealth management objective has been the protection of client…
04 Oct 2023
Vyzer gains funding to transform wealth management with AI
Participants in the Vyzer funding included iAngels, Guy Gamzu, MonetaVC, Jonahtan Kolber and Rafi Gidron. Leveraging AI, Vyzer transforms data into wealth-building strategies and grants investors access to a unified…
04 Oct 2023
UOB establishes a sustainability advisory panel
Additionally, the UOB panel will help the board and management carry out their oversight duties as the bank advances its sustainability and net zero agenda. UOB has hired three people to…
04 Oct 2023
Franklin Templeton appoints leadership roles
The new head of Europe and UK distribution for Franklin Templeton is Matt Harrison. In his new position, he will be in charge of creating the business' distribution plan while…
04 Oct 2023
Private Banker International Global Wealth Awards 2023 winners announced
This year's Global Wealth Awards will highlight the strategies employed by private banks and wealth management firms to safeguard and enhance their revenue streams, mitigating the impact of the recent…
03 Oct 2023
Julius Baer boosts its offering in Dubai
Marc Haefeli will be in charge of overseeing the growth of the company. Haefeli has been with Julius Baer for the past 12 years, and over the past six years,…