wealth management

Axo Acquires Nordic Financial Management Platform Defero

Axo Acquires Nordic Financial Management Platform Defero
Axo Acquires Nordic Financial Management Platform Defero
August 16, 2022  |  Acquisitions

Norwegian personal finance company Axo announced Tuesday (Aug. 16) that it has acquired Defero, a digital credit-scoring and financial management platform in the Scandinavian region....

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UK Digital Banks Set Sights on Underserved Mass Affluent Segment
UK Digital Banks Set Sights on Underserved Mass Affluent Segment
July 26, 2022  |  Digital Banking

When we talk about the mass affluent, it goes beyond high-net-worth individuals and affluent retirees to people who have made a huge fortune from the...

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Moneyhub, Wyzr Partner on Automated Financial Planning
Moneyhub, Wyzr Partner on Automated Financial Planning
April 20, 2022  |  Partnerships

Open data and payments platform Moneyhub and financial technology platform Wyzr are teaming up to enable automated financial planning in the U.K., according to a...

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Gemini Acquires BITRIA to Move Into Wealth Management
Gemini Acquires BITRIA to Move Into Wealth Management
January 13, 2022  |  Acquisitions

Cryptocurrency exchange Gemini is hoping to duplicate the $7.1 billion success it’s achieved in the digital realm with a move into wealth management through the...

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Morningstar to Buy Wealth Management Platform Provider Praemium’s UK, International Business for $46.3M
Morningstar to Buy Wealth Management Platform Provider Praemium’s UK, International Business for $46.3M
December 21, 2021  |  Acquisitions

Independent investment research firm Morningstar has agreed to purchase wealth management platform provider Praemium Limited’s operations in the United Kingdom, Jersey, Hong Kong and Dubai...

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Credit Suisse To Launch Digital Banking App
Credit Suisse To Launch Digital Banking App
September 10, 2020  |  Digital Banking

Credit Suisse is planning to launch a digital banking app that will offer free foreign transactions and wealth management tools, the lender announced Thursday (Sept....

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Lufax Is Latest Chinese Firm To File For US IPO As Crackdown Looms
Lufax Is Latest Chinese Firm To File For US IPO As Crackdown Looms
August 12, 2020  |  IPO

Online wealth management platform Lufax is the latest to file plans for an IPO in the United States as Chinese firms rush to go public...

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UBS To Invest Millions In FinTechs Via Corporate VC Fund
UBS To Invest Millions In FinTechs Via Corporate VC Fund
May 26, 2020  |  Investments

As it follows peers in investing in startups disrupting traditional banking, UBS Group AG is dedicating hundreds of millions to back FinTechs. The firm is...

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Morgan Stanley To Acquire E-Trade For $13B
Morgan Stanley To Acquire E-Trade For $13B
February 20, 2020  |  Acquiring

In a consolidation move for the brokerage space, investment bank Morgan Stanley has announced it will acquire electronic trading platform E-Trade for $13 billion, according...

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