Tagged: wealth

May 1, 2026 @ 11:00 am By Omar Faridi  |  

Euroclear has indicated that as interest in alternative investments expands well beyond traditional institutional players, fund managers are increasingly seeking clear visibility into capital movements from wealth clients. Euroclear has recently introduced a new analytical tool within its FundsPlace platform that tracks subscription patterns among… Read More

March 30, 2026 @ 4:02 pm By Omar Faridi  |  

A new study from MX Technologies, Inc. underscores a persistent reality for many U.S. households: financial security often begins with simply staying afloat rather than pursuing long-term riches. Released on March 26, 2026, the research introduces a “Hierarchy of Financial Health” model that maps how… Read More

March 23, 2026 @ 2:50 am By Omar Faridi  |  

In the maturing ecosystem of personal finance, a Barcelona-based fintech startup is making progress by bringing investment opportunities closer to everyday consumers based in Spain and Andorra. Launched in 2021, Vesto operates as a user-friendly mobile application designed to simplify wealth-building. Its core goal is… Read More

March 23, 2026 @ 12:33 am By Omar Faridi  |  

As part of the ongoing effort to bridge the gap between sophisticated institutional investments and individual affluent clients, Euroclear and Ares Management have announced a strategic collaboration. Through Euroclear’s innovative FundsPlace platform, the partnership seeks to make alternative investment opportunities more readily available to private… Read More

March 14, 2026 @ 8:39 am By Omar Faridi  |  

BNY (NYSE: BK), the global financial services provider, has been chosen to lead an overhaul of the operating framework at Allianz Global Investors (AllianzGI). Recognized worldwide as one of the premier active asset managers, AllianzGI is partnering with BNY to streamline and strengthen its core investment… Read More

March 12, 2026 @ 7:29 pm By Omar Faridi  |  

In an effort to broaden financial access across Latin America, DriveWealth has teamed up with the neobank Ualá to roll out a new feature called Acciones (Stocks). Announced this month, the initiative allows everyday Mexican consumers to buy shares in leading U.S. companies such as… Read More

March 12, 2026 @ 1:55 am By Omar Faridi  |  

The Hong Kong Monetary Authority (HKMA) shared that the research arm of Hong Kong’s financial academy has launched an analysis shedding light on the transformative potential within the family office segment of the wealth industry. Released this month, the Applied Research publication from the Hong… Read More

March 10, 2026 @ 4:19 pm By Omar Faridi  |  

Wealthtech platform Addepar has launched Addison, a groundbreaking native AI experience designed to deliver actionable intelligence directly within investment professionals’ daily workflows. Announced recently this month, the new capability embeds advanced AI at the core of Addepar’s unified data platform, empowering more than 1,400 firms… Read More

February 22, 2026 @ 2:30 pm By Omar Faridi  |  

Betterment, a digital wealth management platform, continues to innovate by expanding access to homeownership tools and professional-grade investment strategies. Recently, Robo-advisory and wealthtech Betterment the company announced two key updates designed to deliver greater value to its more than one million customers and the independent… Read More

February 22, 2026 @ 2:28 pm By Omar Faridi  |  

In Latin America, where traditional finance often leaves millions behind, only 2-3% of the population participates in stock markets. High entry barriers, steep minimum investments, and rigid trading schedules have long kept global equities out of reach for everyday citizens facing economic uncertainty. Recently, Bitso,… Read More

February 11, 2026 @ 12:36 am By Omar Faridi  |  

In a move set to reshape the UK’s high-net-worth (HNW) and family office landscape, Swedish financial services provider Söderberg & Partners has announced a substantial investment in Artorius Wealth Limited. This collaboration, which awaits approval from the Financial Conduct Authority (FCA), signals Söderberg & Partners’… Read More

February 8, 2026 @ 10:45 am By Omar Faridi  |  

In a move set to impact alternative investments, global fintech iCapital and investment firm Partners Capital have unveiled an enhanced private equity initiative aimed at broadening access for wealth managers, financial advisors, and their clientele throughout Asia, Europe, and the Middle East. Announced recently by… Read More

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

UBS (NYSE:UBS), the global wealth manager, announced the release of the latest UBS Billionaire Ambitions Report, which surveyed UBS billionaire clients around the world on the challenges and opportunities they tend to face. This report focuses on the forces driving global wealth creation, the “increasing… Read More

December 3, 2025 @ 7:58 am By Omar Faridi  |  

Wealth manager Foster Denovo has extended its partnership with Third Financial, part of the Nucleus group, signing a deal for a bespoke Adviser-as-a-Platform (AaaP) solution. AaaP is when the proposition to clients, along with parts of the service provided by the platform, are branded and… Read More

November 22, 2025 @ 10:16 am By Omar Faridi  |  

Wealthfront, a key player in the consumer fintech space known for building saving and investing products, has recently announced access to Wealthfront Home Lending. This offering brings Wealthfront’s software-powered approach to the mortgage process, assisting clients with accessing low rates as well as self-serve applications,… Read More

August 24, 2025 @ 11:51 am By Omar Faridi  |  

Equity ownership has emerged as somewhat of a transformative tool for rebuilding middle-class wealth, offering employees a direct stake in the success of the companies they help build. This, according to insights from  Srikanth Narayan, CEO and Founder at Cache. By granting workers shares in… Read More

September 9, 2024 @ 9:52 pm By Omar Faridi  |  

The release of Deloitte Private’s second report in its Family Office Insights Series – Global Edition, Defining the Family Office landscape, outlines the world of family offices—”what they are, how they’re growing, their future outlook, and more.” As family offices continue rapid global expansion, Deloitte… Read More

June 4, 2024 @ 2:55 pm By Omar Faridi  |  

Founded by Nick Perrett of digital bank Tandem, Ricky Knox of Tandem and Azimo, and Phil Bungey of Nutmeg, new WealthTech platform Prosper is offering an alternative to how people save and invest. Where other FinTechs have transformed payments, currency exchange and banking, Prosper is… Read More

November 7, 2023 @ 1:34 pm By Omar Faridi  |  

Nearly four in five wealthy families have had unplanned discussions about wealth with 26% later regretting it, according to a new study published by the Merrill Center for Family Wealth, a part of Merrill Private Wealth Management. The research found 33% of families “increased family… Read More

September 29, 2023 @ 1:54 pm By Michael Wong  |  

Hispanics, which currently represent nearly 20% of the US population, are on track to reach $113 trillion in collective wealth by 2025, according to a new report released by Fintech platform Finhabits. By comparison, the total household wealth in the US in 2022 was $140… Read More