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Tag: wealth management

Europe fintech funding round-up: Claimer, Freetrade, InvestSuite, Ruleguard

This week’s handy Friday funding round-up includes four UK and European fintech start-ups – Claimer, Freetrade, InvestSuite, and Ruleguard. Claimer raises $4.2m London-based R&D tax claim...

Goldman Sachs, Citigroup boost lending to Latin America startups

Banks including Goldman Sachs Group Inc. and Citigroup Inc. are stepping in with loans as Latin American startups face shrinking public valuations that make...

Singapore Poised to Become a Wealthtech Powerhouse

Singapore’s wealthtech sector is growing at a fast pace. Amid soaring venture funding and booming adoption of robo-advisors, the city-state is on a path...

Italian wealthtech Objectway appoints head of UK and Ireland

Italian wealthtech Objectway has appointed Hassan Suffyan as managing director for the UK and Ireland. Hassan Suffyan, Objectway. Image source: LinkedIn Suffyan joins from Ernst &...

FNZ set to acquire German wealthtech provider Diamos

Global wealth management platform FNZ is set to acquire Germany-based Diamos, a specialist wealthtech provider for the asset and wealth management industry, for an...

FinTech Futures: Top five stories of the week – 9 September 2022

Here’s our pick of five of the top news stories from the world of finance and tech this week. UBS, Wealthfront nix $1.4bn acquisition deal Swiss...

St James’s Place taps AML regtech Napier for customer screening solution

The UK’s largest wealth manager, St James’s Place (SJP), has partnered with anti-money laundering (AML) regtech Napier to upgrade its financial crime defences. SJP partners...

DeFi for the masses — crypto investment platform Solvo readies for launch

Solvo, a new crypto investment platform that aims to “unlock the best of decentralised finance”, is readying for launch in the UK. Solvo intends to...

UBS, Wealthfront nix $1.4bn acquisition deal

Swiss banking giant UBS and wealth management platform Wealthfront have pulled out of a mooted acquisition deal. UBS and Wealthfront mutually agree to pull out...

Jupiter Fund Management looks to sell its stake in Starling Bank

Jupiter Fund Management is reportedly in talks to sell its stake in Starling Bank, according to Sky News. Jupiter looks to sell its 10% stake...

Truist expands automated investment technology

Truist Financial is expanding its digital investment technologies with automated planning and goal setting and an option for advisor-driven advice. The technology was created...

Wealth Management Digital Solution Provider NewBanker Completes Round C Financing

NewBanker, a provider of digital solutions for wealth management, announced on August 24 that it had secured funding from a firm owned by CICC...

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