Wealth management Stories - Page 17

UK Stories

Wealth management stories

Lawfront selects NetDocuments for document management

Lawfront has selected NetDocuments as its document management system across four UK law firms, enhancing productivity for 800 lawyers across 28 offices.

By Sean Mitchell • 3 min read • Tue, 19th Nov 2024

Wealth management

Industrial Thought launches new subsidiary Raw Knowledge

Industrial Thought has launched Raw Knowledge, a subsidiary dedicated to providing comprehensive ERI data and consultancy for offshore investment reporting.

By Melania Watson • 2 min read • Tue, 19th Nov 2024

Partner Programmes

Mike Baker appointed Group Managing Director of Industrial Thought

Industrial Thought has appointed Mike Baker as Group Managing Director, aiming to enhance its services in securities taxation and corporate event data.

By Imee Dequito • 2 min read • Wed, 9th Oct 2024

Customer Experience

Griffin opens platform, invites fintechs to test banking services

Griffin, a UK bank for fintech firms, exits early access phase with its platform now generally available, aiming to transform finance integration.

By Catherine Knowles • 3 min read • Wed, 11th Sep 2024

Fintech

Survey: millennials & men most targeted by financial fraud

Millennials and men, particularly those aged 35-44, are most frequently targeted by financial fraud, reveals an Arbuthnot Latham survey.

By Kaleah Salmon • 3 min read • Tue, 28th May 2024

Software-as-a-Service

Laserfiche claims victory at WealthBriefing European Awards 2024

Intelligent content management provider Laserfiche hails a significant award win for 'Best Implementation of a Technology Solution' at the WealthBriefing European Awards 2024, underlining its innovative digital solutions in wealth management.

By Kaleah Salmon • 3 min read • Tue, 2nd Apr 2024

DevOps

Nils Frowein Joins Additiv as CEO from Swiss Life

Nils Frowein has been appointed as the new CEO of additiv, the international digital investment and financial solutions company.

By Imee Dequito • 2 min read • Thu, 15th Jun 2023

Global Stories

Wealth management stories

Risk & Compliance

Zodia, RFOG & QCP team up to boost digital assets

Zodia Custody is partnering with Raffles Family Office Group and QCP to enhance digital asset services for institutional investors across Asia.

By Melania Watson • 3 min read • Tue, 19th Nov 2024

Software-as-a-Service

Taoshi unveils Glitch, aiming to democratise AI trading

Taoshi has launched Glitch, an innovative SaaS platform designed to offer advanced AI-driven trading strategies to retail investors worldwide.

By Catherine Knowles • 3 min read • Thu, 31st Oct 2024

Customer Relationship Management

Laserfiche clinches ninth WealthManagement.com Industry Award

Laserfiche has clinched its ninth WealthManagement.com Industry Award for its generative AI document summarisation tool, boosting efficiency in wealth management.

By Catherine Knowles • 2 min read • Thu, 19th Sep 2024

Wealth management

Broadridge appoints Paul Simpson as Vice Chairman of Global Technology & Operations Business

Broadridge Financial Solutions appoints Paul Simpson as Vice Chairman to enhance client focus and drive go-to-market initiatives.

By Imee Dequito • 3 min read • Wed, 13th Sep 2023

Stories from Other Regions

Wealth management stories

Fintech

Australia's first halal financial app launched by Hejaz

Hejaz Financial Services has launched Halal Money, Australia's first halal financial app, aiming to meet the needs of Muslim investors with over 15,000 downloads.

By Sean Mitchell • 2 min read • Tue, 19th Nov 2024

Fintech

Booster's Savvy card finalist at Banking Tech Awards

Booster's Savvy debit card has been named a finalist in two categories at the Fintech Futures 2024 Banking Tech Awards, competing against major banks.

By Kaleah Salmon • 2 min read • Thu, 24th Oct 2024

Digital Transformation

Jeremy Soo named new chairman of NETS

Jeremy Soo appointed as Chairman of NETS from 1 September 2024, succeeding Susan Hwee. Soo brings over 30 years of consumer banking expertise to the role.

By Imee Dequito • 2 min read • Fri, 30th Aug 2024

Data Analytics

The three trends supporting fintech growth in Australia

Australia's fintech sector, powered by innovation, technology, and government backing, has surged from AUD $250 million in 2015 to AUD $45 billion in 2023.

By Annexa • 5 min read • Thu, 30th May 2024