Topics: wealth management

Sidekick secures £8.5M for its wealth management platform, fueling client expansion, product development, and licensing ambitions in Europe. Learn more about the investment and growth plans here.

Sidekick secures £8.5M for its wealth management platform, fueling client expansion, product development, and licensing ambitions in Europe. Learn more about the investment and growth plans here.

Santander Asset Management makes a strategic move by entering the FX derivatives market at Eurex, with support from Banco Santander and Deutsche Bank.

Santander Asset Management makes a strategic move by entering the FX derivatives market at Eurex, with support from Banco Santander and Deutsche Bank.

Discover how FE fundinfo's strategic acquisition of Dericon, a prominent German FinTech firm, is set to expand its reach in the German wealth management market, enhancing its regional capabilities.

Discover how FE fundinfo\'s strategic acquisition of Dericon, a prominent German FinTech firm, is set to expand its reach in the German wealth management market, enhancing its regional capabilities.

Janus Henderson announces acquisition of European ETF provider Tabula IM, expanding their investment offerings in the region.

Janus Henderson announces acquisition of European ETF provider Tabula IM, expanding their investment offerings in the region.

Julius Baer completes the sale of Italian asset manager Kairos Partners to Anima Holding, marking a significant transaction in the financial industry.

Julius Baer completes the sale of Italian asset manager Kairos Partners to Anima Holding, marking a significant transaction in the financial industry.

Goldman Sachs is exiting its digital investment advisory unit Marcus Invest by selling its accounts to robo-advisor Betterment. Learn more here.

Goldman Sachs is exiting its digital investment advisory unit Marcus Invest by selling its accounts to robo-advisor Betterment. Learn more here.

Discover insights from Pictet Asset Management on the fixed income outlook, including the appeal of credit for risk-adjusted returns and strategic approaches to navigate market volatility.

Discover insights from Pictet Asset Management on the fixed income outlook, including the appeal of credit for risk-adjusted returns and strategic approaches to navigate market volatility.

Learn how iCapital is expanding access to alternative investments in Asia, leading the way for wealth managers to explore new opportunities in previously hard-to-enter markets.

Learn how iCapital is expanding access to alternative investments in Asia, leading the way for wealth managers to explore new opportunities in previously hard-to-enter markets.

Standard Chartered's SC Ventures and Old Mutual's NEXT176 collaborate to create a new platform promoting financial wellness for all.

Standard Chartered\'s SC Ventures and Old Mutual\'s NEXT176 collaborate to create a new platform promoting financial wellness for all.

Discover the latest findings from a survey by Carne Group showing a near-consensus among fund managers to raise capital abroad in 2024.

Discover the latest findings from a survey by Carne Group showing a near-consensus among fund managers to raise capital abroad in 2024.

Discover the financial challenges faced by Canadians in saving for retirement, as revealed by a recent CIBC survey. Many are delaying retirement savings due to immediate financial pressures.

Discover the financial challenges faced by Canadians in saving for retirement, as revealed by a recent CIBC survey. Many are delaying retirement savings due to immediate financial pressures.

A recent study sheds light on the growing apprehension among alternative fund managers regarding the risks associated with money laundering. Learn more about the findings.

A recent study sheds light on the growing apprehension among alternative fund managers regarding the risks associated with money laundering. Learn more about the findings.

Explore the evolving landscape of wealth management technology trends 2024, driven by customer-centric innovation to meet growing consumer expectations in the financial services industry.

Explore the evolving landscape of wealth management technology trends 2024, driven by customer-centric innovation to meet growing consumer expectations in the financial services industry.

Switzerland’s UBS bank is focused on expanding its wealth and asset management business in China, despite economic challenges. Learn about the bank's strategic moves and long-term expansion efforts.

Switzerland’s UBS bank is focused on expanding its wealth and asset management business in China, despite economic challenges. Learn about the bank\'s strategic moves and long-term expansion efforts.

Gain valuable insights into successful investment strategies for effective wealth management and financial growth.

Gain valuable insights into successful investment strategies for effective wealth management and financial growth.

Research "Rich Habits" by Tom Corley shows that there are 4 groups of wealthy people, including savers - investors, people who are eager to advance at work, high skilled professionals and the dreamers.

One of the common wealthy habits of the world's richest people is saving and investing their savings.

Research "Rich Habits" by Tom Corley shows that there are 4 groups of wealthy people, including savers - investors, people who are eager to advance at work, high skilled professionals and the dreamers.

One of the common wealthy habits of the world\'s richest people is saving and investing their savings.