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Latest Results from /wealth

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India's Strata releases commercial real estate investment app

In its bid to further democratize commercial real-estate as an asset class for Indians, Strata the country’s leading tech-enabled commercial real estate (CRE) investment platform, announced the launch of its mobile app.

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CaixaBank launches subsidiary company OpenWealth for high net worth clients

CaixaBank has established OpenWealth, a new, independent and global advisory service for the bank's UHNW customers.

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Fidelity partners with Canadian fintech Conquest to support advisers

Fidelity International has partnered with Canadian FinTech company, Conquest, as the exclusive distributor of its financial planning software, ‘Conquest Planning’ to the UK independent advice market.

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ICapital to acquire Simon Markets

iCapital, the leading global fintech platform driving access and efficiency in alternative investing for the asset and wealth management industries, and SIMON Markets, the award-winning fintech company offering a digital platform designed to help financial advisors understand and manage structured investments, annuities, and other risk-managed products, today announced they have entered into a definitive agreement under which iCapital will acquire SIMON.

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Fideuram-ISPB to advance digital wealth management with Alpian

Alpian SA (“Alpian”) and Fideuram – Intesa Sanpaolo Private Banking (“Fideuram-ISPB”) are partnering to advance the digital wealth management offering for the clients of Fideuram-ISPB, leveraging Alpian’s knowledge in technology development and mobile-first user experience for digital wealth management services

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Asset tribe goes live with alternative investment platform

AssetTribe announces the launch of its digital platform, connecting investors to a broad and diverse range of alternative assets, opening up this interesting and important asset class especially during these turbulent times of high inflation and uncertain stock markets.

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Alpher taps WealthKernel to tackle £15bn gender investment gap

WealthKernel, the wealthtech provider of API investment services, today announces its partnership with Alpher, the female-first investment platform focused on closing the gender investment gap.

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Temenos introduce ESG Investing as-a-Service

Temenos (SIX: TEMN) today launched ESG Investing-as-a-service, helping banks and wealth managers meet the growing demand for sustainable investing.

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Mirabaud selects Temenos for new wealth management system

Temenos (SIX: TEMN), the cloud banking platform, today announced that Mirabaud, the Swiss private bank, has selected Temenos to move from a traditional on-premise system to a digital end-to-end wealth management platform on Temenos Banking Cloud.

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ABN Amro embeds ESG risk score in investment app

From today, ABN AMRO’s investment clients can see what impact they have made with their investments.

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Moneybox raises £6.25m in 72 hours on Crowdcube

After just 72 hours, award-winning digital wealth manager, Moneybox, has closed its second crowdfunding campaign. Over 3 days, more than 15,000 people invested over £6.25million in what is Crowdcube’s most popular crowdfunding campaign of the year so far.

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Steve Hoy joins Nucoro as head of partnerships

Leading wealthtech platform provider, Nucoro, has today announced the appointment of Steve Hoy as its Head of Partnerships, bringing with him over 30 years’ experience in financial services.