Tagged: wealth management

February 5, 2026 @ 12:39 pm By Omar Faridi  |  

In a key development aimed at enhancing its position in the fast-growing wealth management sector, BNY (NYSE: BK) has unveiled significant adjustments to its senior executive team. Announced recently, these changes are designed to streamline operations and foster greater innovation within its Wealth Solutions division…. Read More

January 20, 2026 @ 8:49 am By Omar Faridi  |  

Standard Chartered (LON: STAN) has joined forces with Barings to introduce a new sub-fund focused on investment-grade collateralized loan obligations (CLOs). This initiative, referred to as the Signature Select Quality Credit Income strategy, operates under Standard Chartered’s Variable Capital Company (VCC) framework. The launch marks… Read More

January 13, 2026 @ 8:04 am By Omar Faridi  |  

In a move set to further bolster growth in the United Kingdom’s financial advisory landscape, digital bank OakNorth has recently extended a £4 million revolving credit facility (RCF) to Verso Wealth Management. This funding aims to fuel Verso’s ambitious strategy of acquiring independent financial adviser… Read More

December 17, 2025 @ 6:00 pm By Omar Faridi  |  

Animoca Brands, a digital assets leader building blockchain and tokenized assets to advance the future of Web3, announced it entered into a term sheet with GROW Investment Group , China’s investment and asset management platform backed by Julius Baer. Under the term sheet, Animoca Brands… Read More

December 9, 2025 @ 3:23 pm By Tony Zerucha  |  

According to the J.D. Power 2025 U.S. Wealth Management Digital Experience Study, both advised and do-it-yourself (DIY) wealth management websites and apps have doubled down on sleek interfaces, powerful portfolio analytics and AI-powered assistants that are helping investors get more visibility into what’s happening in… Read More

December 7, 2025 @ 8:56 am By Omar Faridi  |  

ADGM, the international financial centre of Abu Dhabi, has reported strong Q3 2025 results, reinforcing its standing as the leading financial hub in the MEASA region. The asset management sector continued to be a major driver of growth, with Assets Under Management (AUM) in ADGM… Read More

December 1, 2025 @ 9:20 pm By Omar Faridi  |  

Sleek design, intuitive investing tools and a streamlined cross-channel experience have become the so-called “hallmarks” of wealth management apps and websites for investors residing in Canada. According to the J.D. Power 2025 Canada Wealth Management Digital Experience Study, both advised and do-it-yourself (DIY) wealth management… Read More

November 30, 2025 @ 6:00 pm By Omar Faridi  |  

We recently connected with Lorenzo Pellegrino, the newly appointed Chief Banking Officer at Nexo, a digital assets wealth platform designed to empower clients to grow, manage, and preserve their crypto holdings. Nexo’s mission is to enable wealth creation by focusing on tailored solutions that build… Read More

November 28, 2025 @ 4:45 am By Omar Faridi  |  

Julius Baer announces its expansion into Abu Dhabi with the establishment of an Advisory Office that is based in ADGM, currently being subject to final regulatory approvals. The new legal entity, Julius Baer (Abu Dhabi) Ltd., will aim to cater to ultra-high-net-worth individuals (UHNWIs), family offices,… Read More

November 23, 2025 @ 4:45 pm By Omar Faridi  |  

CaixaBank Wealth Management has reached the milestone of 10,000 clients in its Advisory Desk (10,856 as of the end of August 2025), its specialized service that offers tailored solutions for direct investments in stocks, bonds, and ETFs. The figure increased by 25% during the past… Read More

November 23, 2025 @ 8:02 am By Omar Faridi  |  

FNZ, the global wealth-management platform, has recently announced that it secured $650 million in as part of equity funding from its institutional shareholders. This reportedly provides more financial strength in order to support its long-term business plan and its “commitment to delivering enhanced outcomes for… Read More

November 22, 2025 @ 10:29 am By Omar Faridi  |  

Luma Financial Technologies, a platform for structured products, annuities, and life insurance solutions, announced an integration with BlackRock’s Aladdin Wealth platform. The integration enables the delivery of enhanced structured product data and analytics to Luma and Aladdin Wealth clients via the Aladdin Wealth platform. Wealth… Read More

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