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WealthTech
Top news, resources and expert commentary on wealth, investment, asset management and private banking tech.
Join the elite panel of judges for Banking Tech Awards 2023
Apply to become a judge for the Banking Tech Awards 2023!
Accuro selects Objectway to power new wealth management platform
The new solution is built on the vendor’s Objectway Platform offering, hosted on the cloud.
Banking Technology Magazine May 2023 issue out now
Cover story: EVERYTHING, EVERYWHERE… but is all at once the answer?
Bunker taps InvestCloud to launch digital investment platform in LatAm
Bunker will make it easier for LatAm consumers to open and manage US investment accounts.
OWIN23: Key takeaways from the Objectway user conference
Wealthtech and banking technology provider Objectway sets out its strategy.
Platform One snaps up £1bn worth of assets from SIPP operator Gaudi
The acquisition takes Platform One’s total assets under administration to £2.7bn.
Join FinTech Futures’ 40th Anniversary Summer Party
A wonderful evening of networking, food, drink, and panoramic views of London – free to attend!
Wealth app Chip appoints Gina Silvester as new COO
Silvester replaces outgoing COO Sharon Miles, who is joining OakNorth Bank as its new group COO.
FinTech Futures is the new home for the Dave & Dharm Demystify podcast
Demystifying the latest trends, technologies and innovations that shape the future of finance.
WealthKernel names Brian Schwieger as new board chair and non-exec director
Schwieger was previously global head of equities and ETF trading at the London Stock Exchange.
Investment platform Altruist raises $112m in Series D funding
The new funding follows a previously undisclosed $110 million Series C round in November 2021.
eBook: 5 ways intelligent automation can transform your financial services business
Learn how robotic process automation (RPA) and intelligent automation (IA) can transform your organisation.
FCA orders closure of WealthTek, joint special administrators appointed
The FCA ordered WealthTek to cease all operations last week, citing “serious regulatory and operational issues”.
French private bank Milleis completes core banking tech revamp with ERI
Milleis, which stems from Barclays’ wealth management business in France, embarked on the project in 2018.
Rathbones acquires wealth management arm of Investec in £839m deal
The new combined UK entity will have around £100 billion in funds under management.
US saving and investing app Acorns acquires UK’s GoHenry
Together, both firms will now serve over 6 million customers globally.
Banking Technology Magazine April 2023 issue out now
Cover story: TRANSFORMATION INTERVENTION – It’s never too late to recalibrate.
Kiatnakin Phatra Securities taps Temenos for wealth management tech
The Thailand-based wealth management firm will deploy the Swiss vendor’s Temenos Wealth solution.
Survey: Technology trends in wealth management
Share your views in our brief survey and win a £100 / $100 / €100 Amazon gift card!
UBS buys Credit Suisse in government-backed deal
The new business entity will be worth more than $5 trillion, with invested assets worth more than $1.5 trillion.
Banking Technology Magazine March 2023 issue out now
Cover story: FACE OFF – Confrontation can be a good thing.
Northern Ireland renaissance: how US companies sparked Northern Ireland’s global fintech hub
Northern Ireland is the world’s top region for both new software development and fintech inward investment projects.
Euronext in €5.5bn takeover bid for wealthtech Allfunds
Euronext has submitted an “indicative offer” to Allfunds’ board of directors.
Santander reportedly in discussions to purchase Abrdn’s private equity unit
A deal could be made in the next few months with the unit valued at around £250m, Sky News reports.
WealthKernel names Michael Rigby as new chief compliance officer
Rigby joins from Investec Wealth and Investment and brings over 30 years’ worth of experience to the role.
Video: Highlights from the exclusive global launch of Leda Glyptis’ book, Bankers Like Us
Take a look at the highlights from Leda Glyptis’ global book launch.
FNZ to acquire Luxembourg-based B2B fund platform Ifsam
FNZ says the acquisition will strengthen its client proposition and build out its presence in Luxembourg.
Banking Technology Magazine February 2023 issue out now
Cover story: HAPPY DAZE – Banking for cannabis businesses boosted.
Wealthtech start-up Nucoro reshapes its business
“Last year, we decided to reshape the business to be in line with our new strategic imperative,” says CEO.
Wealthtech start-up Equipped appoints Edward Green as CEO
Equipped is a UK-based provider of analytics solutions for alternative asset management firms.
ICYMI fintech funding round-up: Ascendant, Evergreen, Kwara, Pilon & more
Featuring Ascendant, Evergreen, Komunal, Kwara, Pilon, and Sprinque.
Capital markets fintech PrimaryBid names Fiona Richards as COO
Fiona Richards joins PrimaryBid from Rowan Dartington, the discretionary investment arm of St. James’s Place.
FNZ acquires wealthtech start-up YieldX
YieldX’s fixed income portfolio management technology will be integrated into FNZ’s wealth platform.
Aussie start-ups Alii and Bloom raise funds
Alii and Bloom Impact Investing, two start-ups based in Brisbane, have reported cash injections.
UK fintech investment & funding round-up: Alveo, Detected, & London House Exchange
A handy round-up of UK fintechs that are the latest lucky recipients of funding.
Belgium’s oldest private bank Nagelmackers in digital revamp with Objectway
Nagelmackers is implementing Objectway’s platform for its advisory, discretionary, and execution-only offering.
Get recognition at this year’s Banking Tech Awards USA
Nominations for the 2023 awards are now open – apply today!
Video: Highlights from the latest Banking Tech Awards
An incredible evening with nearly 500 guests celebrating the best and brightest in banking technology and fintech.
Mortgage tech firm Twenty7tec acquires Broker Sense and Meet Parker
The deals follow Twenty7tec’s acquisition of fellow UK fintech Bluecoat Software in June last year.
