Tagged: hnwis

InvestCloud Introduces New Features for NaviPlan, a Financial Planning Software Solution

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

Digital Asset Firm Gate.io Group Is Offering OTC Block Trading Service in Dubai

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

Israeli Fintech Vyzer Selects Salt Edge to Provide Open Banking Boost to Investment

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

UK’s Sourced Capital Obtains Direct Authorization from the Financial Conduct Authority

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

YieldStreet Reveals that Regular Investors, Not Just High Net Worth Clients, Can Access $3T Structured Notes Market

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

Global Fintech InvestCloud Chosen by BNP Paribas Wealth Management to Offer CRM, Client Lifecycle Management

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

Singapore based Wealth Management Firm Endowus Appoints Wei Mei Tan as Chief Advisory Officer

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

Wealth Management Firm Addepar Reveals that Investors turned Bearish on Equities for Record 7 Consecutive Months from April to Oct 2020

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

Wealth Management Firm iCapital Plans to Set Up Offices in London, Japan, Singapore in 2021

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

Wealthtech: Asian Relationship Managers Don’t have Appropriate Tools or Time to Improve the Client Experience, a New Report Reveals

  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

Wealthtech: Martin Stadler, CEO at Swiss Wealth Management Fintech Altoo, Says it’s Important to Work with Incumbents to Offer Quality Services

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

Fintech Wealth Management Firm Addepar Acquires $40 Million Investment from WestCap Group

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

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