Latest Wealth management News: Finextra Research

Scalable Capital raises €155 million

Digital wealth management platform and online broker Scalable Capital has sealed a €155 million equity financing round.

33 mins

Fintechs enter new stage of profitability - report

The global fintech has enetered a new chapter defined by a rise in profitability and the emergence of scaled fintech and an "intensified focus on profitable growth".

22 hours

/wealth

Standard Chartered names global head of data analytics and AI

UK bank Standard Chartered has bolstered its data analytics capabilities with the appointment of former HSBC executive Yusuf Demiral.

23 hours

/wealth

Apex acquires majority stake in tokenisation firm

Fund administrator Apex Group has acquired a controlling stake in Luxembourg-based Tokeny in a move designed to spearhead a push into the tokenisation market.

21 May 2025

/wealth

GIST Impact partners with Global Canopy to help financial institutions assess deforestation risk

The collective goal of this partnership is to make deforestation analysis the norm at every financial institution.

16 May 2025

/wealth

Investing app Stash raises $146m

American investing app Stash has raised $146 million in an oversubscribed Series H funding round led by Goodwater Capital.

12 May 2025

/wealth

BitGo secures EU crypto custody licence

US-based crypto custodian BitGo has become one of the first non-EU firms to secure a licence under the EU's Markets in Crypto Assets (MiCA) directive.

12 May 2025

/wealth

Citi and SDX announce digital assets plan for private markets

Citi has teamed up with Swiss post-trade group SDX in a bid to develop tokenisation for private market assets.

08 May 2025

/wealth

Robinhood to bring tokenisation to Europe

US-based stock trading app Robinhood is planning to expand its European presence by offering investors in the region access to tokenised US securities.

08 May 2025

/wealth

IFGS 2025: Is it time for wealthtech to take the stage?

At IFGS 2025, the panel discussion ‘The great wealth transfer: wealthtech’s time to shine’ focused on the evolving nature of wealth management, and how digitalisation, personalisation, and creative partnerships are key to scale up wealthtechs.

02 May 2025

/wealth

Nacha: 80% of banks would reject clients if they processed cryptocurrency

Smarter Faster Payments in New Orleans saw representatives from the Federal Reserve Bank, Citizens, EPCOR and Nacha come together to share their personal views on the potential of blockchain for cross-border transactions and financial inclusion - amid a need for better understanding of digital assets, as well as concerns around anonymity and regulatory uncertainty.

30 April 2025

/wealth

Northern Trust: 21% of private market investors allocate to crypto and digital assets

In a global survey of 180 institutional plans with investment portfolios ranging from $1 billion to over $500 billion, Northern Trust gathered responses from senior leaders at pension funds, outsourced chief financial officers and multi-managers, family offices, sovereign wealth funds, endowments, and other institutions across the Americas, Emea and Apac.

11 April 2025

Latest news