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Latest Results from /wealth

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Digital wealth manager FinaMaze launches US rates product

Against the backdrop of the recent rising inflation and interest rate hikes as confirmed by the US Federal Reserve, ADGM-based innovative digital wealth manager, FinaMaze, has introduced its latest product, US Rates Protect Smartfolio, available for all investors.

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Franklin Templeton partners with digital brokerage Futu Securities for fund launch

Futu Securities International (Hong Kong) Limited (Futu), a leading tech-driven digital brokerage and wealth management platform, together with global asset manager Franklin Templeton, will launch three risk-based model portfolios, engineered by the Franklin Templeton Investment Solutions group, with various risk levels to fulfill clients’ investment needs and risk appetites.

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Calastone opens Singapore office

Calastone, the largest global funds network, announces the opening of their regional headquarters in Singapore, underpinning their aggressive growth strategy to expand product offerings and footprint across the Asia-Pacific (APAC) region.

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InvestCloud upgrades NaviPlan platform

InvestCloud, the global leader in digital transformation for the financial industry, today announces 80 new features to its digital planning tool NaviPlan, to further support the most complex needs of high-net-worth individuals (HNWIs)

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NeoXam makes leadership changes

NeoXam, a leading financial software company, has announced a senior leadership promotion, with Florent Fabre stepping into the position of Group Managing Director.

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Truist launches robo-advisor

Truist Wealth has expanded its digital investment offerings with Truist Invest, a robo advisor, and Truist Invest Pro, a hybrid investing solution that combines automated investing with access to a team of financial advisors.

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Wealth tech firm Infront acquires Assetmax

Infront AS has entered into an agreement for the acquisition of Assetmax AG. The acquisition represents an important milestone for Infront as the company further strengthens its product offering for wealth management customers across Europe.

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Kenanga Investment Bank taps Ant Group to launch Malaysia's first wealth SuperApp

Kenanga Investment Bank Berhad (“Kenanga”), Malaysia’s largest independent investment bank, today signed a Memorandum of Understanding (MoU) with Ant Group.

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UnionBank taps Avaloq for wealth management transformation

UnionBank continues the digital transformation of its wealth management business with the Avaloq Core Platform. This will help the bank to stay ahead of the technology curve as the financial industry continues to digitalize in the pursuit of greater efficiency and innovation.

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GreenGrowth and Datia partner to make sustainable investments easier for retail investors

Stockholm, Sweden. GreenGrowth Investments, the new sustainable investment app, and Datia, a climate fintech, have partnered to help UK consumers make more sustainable investment choices.

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SigFig names Amanda LaFerriere chief product officer

SigFig, a leader in enterprise financial technology that develops next-generation products for banks and wealth management firms, today announced the appointment of Amanda LaFerriere, a results-driven product executive, as Chief Product Officer and Clifford Schoeman, a strategic executive with extensive knowledge of wealth management, as Director of Digital Wealth Products.

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North International Bank moves into banking-as-a-service space with Temenos

Temenos (SIX: TEMN), the world’s leading open platform for composable banking, today announced that North International Bank (NIBank) has gone live with Temenos to digitally transform its retail banking and private wealth business lines.