Tagged: wealth management

November 14, 2025 @ 8:03 am By Omar Faridi  |  

Betterment, a wealth and savings platform, has recently announced the launch of self-directed investing, a new offering that enables retail clients to buy and sell various stocks and ETFs commission-free. Via self-directed investing (SDI), Betterment extends its customer-first, intuitive experience to investors looking for more… Read More

November 2, 2025 @ 7:32 pm By Omar Faridi  |  

iCapital, the global fintech company shaping the future of investing, announced a strategic investment in and partnership with LYNK Markets, a fintech platform enabling private market distribution in LatAm. This partnership delivers a scalable cross-border investment solution through Private ETNs—registered securities that expand access to… Read More

October 13, 2025 @ 6:12 pm By Omar Faridi  |  

Oliver Wyman noted in their wealth and asset management report with Morgan Stanley that they examined the global industry outlook, and have carefully looked at how mergers and acquisitions are now seemingly changing the asset management and wealth management ecosystem. In the latest report, they… Read More

October 5, 2025 @ 4:04 pm By Omar Faridi  |  

Wealthfront, a Fintech that claims to be “different” catering to digital natives, has filed an S-1 registration statement with the Securities and Exchnage Commission. The company plans to trade on the Nasdaq under the ticker symbol “WLTH.” Wealthfront joins a growing group of Fintechs that… Read More

September 26, 2025 @ 9:57 am By Omar Faridi  |  

PayPal Holdings, Inc. (NASDAQ: PYPL) is focused on enhancing digital payments and financial services in Asia and across Europe. From forging a credit partnership to supporting growth in emerging markets and backing European fintechs, recent updates underscore PayPal’s commitment to enabling more inclusive digital financial… Read More

September 15, 2025 @ 10:30 pm By Omar Faridi  |  

In wealth management, where client expectations are becoming more demanding and market volatility is the norm, saving time has understandably become a priority. Financial firms, particularly in regions like EMEA, are under pressure to deliver personalized, real-time insights while navigating complex portfolios that span liquid… Read More

September 15, 2025 @ 1:09 am By Omar Faridi  |  

Chip, the digital wealth management platform, has announced a £6 million funding round that values the company at approximately £208 million. Founded in 2016 by Simon Rabin and Alex Latham, Chip has tried to position itself as a key player in personalized financial tools, helping… Read More

September 14, 2025 @ 5:14 pm By Omar Faridi  |  

Betterment Advisor Solutions, a self-described all-in-one custodian for modern RIAs, announced a new partnership with Vanilla, the estate planning solution for advisors. Through this partnership, advisors who custody assets with Betterment Advisor Solutions will have “access to the Vanilla platform in addition to educational opportunities… Read More

September 9, 2025 @ 6:02 pm By Omar Faridi  |  

Betterment Advisor Solutions (BAS), the custodial platform for independent Registered Investment Advisors (RIAs), is making significant strides in reshaping the financial advisory industry. Through a combination of digital technology, product offerings, and strategic acquisitions, Betterment is enabling modern advisors to meet the evolving needs of… Read More

September 7, 2025 @ 3:44 pm By Omar Faridi  |  

Citi Wealth, part of Citigroup (NYSE: C), has announced a partnership with BlackRock (NYSE: BLK) to launch Citi Portfolio Solutions powered by BlackRock, a customized portfolio offering designed to elevate the investment experience for its global clientele. Unveiled this month, this collab reportedly combines Citi’s… Read More

September 7, 2025 @ 3:22 pm By Omar Faridi  |  

Goldman Sachs (NYSE: GS) and T. Rowe Price announced a strategic collaboration aimed at delivering innovative public-private investment solutions tailored to the unique needs of retirement and wealth investors. This partnership marks a significant step in broadening access to diversified portfolios that combine public and… Read More

September 4, 2025 @ 8:46 pm By Omar Faridi  |  

The Depository Trust & Clearing Corporation (DTCC), a key part  of global financial market infrastructure, has recently announced significant developments that underscore its commitment to tech advancements, security, and client-focused leadership. These updates include the submission of a rule filing by its Fixed Income Clearing… Read More

September 4, 2025 @ 8:40 am By Omar Faridi  |  

A group of Fintech professionals, known for their roles in ventures like Monzo, Starling, and Nutmeg, is reportedly joining forces to create a new bank tailored specifically for high-net-worth individuals (HNWIs). The initiative, tentatively named “Project Arnaud,” aims to redefine private banking by addressing the… Read More

September 3, 2025 @ 11:31 am By Omar Faridi  |  

Despite a turbulent first half of 2025 marked by market volatility and economic uncertainty, affluent U.S. investors remain largely optimistic about their financial portfolios, with eight in ten expressing satisfaction with their performance. According to the FTSE Russell 2025 Wealth Pulse Survey, conducted by the… Read More

September 3, 2025 @ 12:30 am By Omar Faridi  |  

Aberdeen Group plc, a UK-based wealth and investments firm, has recently announced significant strategic moves aimed at sharpening its focus and enhancing its offerings in the evolving financial landscape. This month, Aberdeen unveiled a partnership with Titanbay, a European private markets infrastructure provider, to streamline… Read More

September 1, 2025 @ 11:15 am By Omar Faridi  |  

Cactus Custody announces a partnership with Fosun Wealth International Holdings Limited, a global so-called “Web5” (Web2 + Web3) wealth management platform. The collaboration covers institutional-grade digital asset custody and OTC trading capabilities, supporting Fosun Wealth Holdings’ global client base. Guided by a launch reliable services first,… Read More

August 30, 2025 @ 3:56 pm By Omar Faridi  |  

During the past year, global wealth among high-net-worth individuals (HNWIs) surged by 4.2%, with their population growing by 2.6%, according to Capgemini’s World Wealth Report 2025. This steady growth seemingly underscores a thriving wealth management industry, but the report highlights a shift on the horizon:… Read More

August 5, 2025 @ 9:50 pm By Omar Faridi  |  

Commonwealth Private, a subsidiary of Commonwealth Bank of Australia (CBA), has launched Private Wealth Advantage, a new self-directed investment offering exclusively for wholesale investors. Announced on August 4, 2025, this initiative marks a strategic alliance with J.P. Morgan Asset Management (JPMAM), combining CBA’s local expertise… Read More

July 27, 2025 @ 2:28 pm By Omar Faridi  |  

AssetMark, a provider of wealth management solutions, announced its upcoming expansion into alternative asset classes, with new capabilities expected to launch later this year. This initiative will integrate private assets into AssetMark’s managed solutions and discretionary programs – powered by its technology platform – designed… Read More

July 24, 2025 @ 9:17 am By Omar Faridi  |  

Schroders Capital, a private markets business of Schroders, announces the launch of additional European Long-Term Investment Funds (ELTIFs), adding to its suite of private markets solutions for private clients. The first ELTIF is described as an evergreen fund with regular subscriptions and redemptions (Schroders Capital… Read More