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...
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...
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...
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...
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....
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...
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...
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...
Swiss bank Julius Baer appointed Goldman Sachs’ former Singapore CEO Jason Moo as private banking head for Southeast Asia and branch manager for Singapore, Julius...