Tagged: hnwis

September 4, 2023 @ 9:09 am By Omar Faridi  |  

  High-net-worth investors “remain absolutely convinced” by alternative investments, including venture capital, cryptocurrencies, structured products, and hedge funds – “despite a wider slowdown of inflows into the sector.” The assessment from Nigel Green, the chief executive and founder of deVere Group, comes as media reports… Read More

September 3, 2022 @ 11:29 am By Omar Faridi  |  

InvestCloud, which claim to be the global leader in digital transformation for the financial industry, announced 80 new features to its digital planning tool NaviPlan, “to further support the most complex needs of high-net-worth individuals (HNWIs).” The upgrade also “further integrates NaviPlan into the InvestCloud… Read More

August 27, 2022 @ 2:59 pm By Omar Faridi  |  

Gate.io Group has announced the launch of its over-the-counter trading platform Gate OTC, which will “provide fully-licensed OTC crypto trading services catered to institutions and high-net-worth individuals.” Services are “offered in various countries around the world, supporting several mainstream cryptocurrencies.” The launch of Gate OTC… Read More

August 22, 2022 @ 1:07 am By Omar Faridi  |  

Vyzer, an Israeli-based Fintech consumer-focused startup, joined forces with Salt Edge, a key player in offering open banking solutions, “to enable high net worth investors to instantly connect and sync their European bank accounts, offering a comprehensive analysis of investment performance and fully digital cashflow… Read More

February 1, 2022 @ 10:08 am By Omar Faridi  |  

Sourced Capital, a UK property investment platform and wholly-owned subsidiary of the Sourced Group, has announced that it received direct authorization from the Financial Conduct Authority (FCA) and “acquired Peer Funding Limited, a peer-to-peer business platform.” Sourced Capital says that it proved its solid track… Read More

August 7, 2021 @ 10:17 am By Omar Faridi  |  

YieldStreet, an investment crowdfunding platform for alternative assets, which recently reported topping $2 billion in deals funded while returning more than $1 billion to investors, notes that the company was founded on the “premise of narrowing the income and opportunity gap.” The YieldStreet team writes… Read More

July 23, 2021 @ 5:21 pm By Omar Faridi  |  

InvestCloud, a global Fintech company that designs and creates financial software for established banks, wealth managers and asset managers, has been chosen by BNP Paribas Wealth Management to offer Client Relationship Management (CRM) and Client Lifecycle Management (CLM) services for onboarding and “nurturing” high-net-worth (HNWI)… Read More

June 20, 2021 @ 10:02 pm By Omar Faridi  |  

Earlier this week, Singapore-headquartered digital wealth management service provider Endowus confirmed that it had appointed Wei Mei Tan as its Chief Advisory Officer. In her role at Endowus, Wei Mei will be expected to lead strategic initiatives in order to accelerate the company’s ongoing growth… Read More

December 28, 2020 @ 11:28 pm By Omar Faridi  |  

Wealth management tech platform Addepar notes that the broader financial industry had to deal with “extraordinary challenges.” The Fintech firm pointed out that local economies and communities have been “deeply affected by the fallout from this global pandemic.” The Addepar team now believes that it’s… Read More

December 9, 2020 @ 10:57 pm By Omar Faridi  |  

Fintech firm iCapital is currently working on its global expansion plans. Lawrence Calcano, CEO at iCapital, recently talked about the company’s growth plans, the markets they plan to enter, and how newly hired workers and office locations are part of the firm’s long-term business strategy…. Read More

June 18, 2020 @ 10:45 pm By Omar Faridi  |  

  Wealth Dynamix, a digital Client Lifecycle Management (CLM) solution that aims to address the requirements of client acquisition and engagement, digital onboarding, regulatory compliance, and relationship management for wealth managers, has published a new report. The report highlights the opportunities and challenges that relationship… Read More

June 1, 2020 @ 7:33 am By Omar Faridi  |  

Martin Stadler, CEO at Altoo, the developer of a wealth platform which focuses on connecting people, wealth, and related processes by leveraging the latest technology, says that his company has onboarded significantly more clients recently because of the current market situation which has seen highly… Read More

March 23, 2020 @ 8:24 am By Omar Faridi  |  

WestCap Group, a private equity firm, has reportedly invested $40 million into Addepar, a Fintech wealth management platform. Laurence Tosi, founder and managing partner at WestCap, who has been a member of Addepar’s board of directors for the past two years, led the investment deal…. Read More