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DriveWealth and OneVest form wealth management alliance

OneVest, a leading financial technology company on a mission to Power the World’s Wealth, and DriveWealth, a global B2B financial technology platform providing Brokerage-as-a-Service, are proud to announce a strategic partnership to provide next-generation wealth management solutions.

/wealth

James Dunne joins FNZ as MD, client management and business development

FNZ, the leading end-to-end global wealth management platform, is delighted to announce the appointment of James Dunne as Managing Director, Client Management and Business Development.

/wealth

Third Financial rolls out white-label client portal for financial advisers

Third Financial, part of the Nucleus group, has launched a white-labelled digital proposition that provides a modern, intuitive, automated platform that will transform the way advisers and their admin teams manage their clients.

/wealth

Nest set to acquire 10% ownership stake in IFM Investors to boost UK private market investments

Nest, the largest UK pension scheme by members, has today announced a landmark partnership with global pension capital investor IFM Investors (IFM) that will see Nest become the first overseas owner in IFM’s history.

/wealth

Digital private equity manager Moonfare touches down in Australia

Fast-growing digital private equity manager Moonfare has further expanded its international operations by opening for business in Australia.

/wealth

Financial advisers face consumer trust gap in implementing AI

With the largest generational transfer of wealth expected to take place in the UK by 2050*, financial advice firms have the opportunity to start capturing a significant market of those currently not using an adviser with bespoke AI tools.

/wealth

Monument appoints Shaun Bohannon as CTO

Monument (the bank), the UK’s pioneering cloud-native bank dedicated to serving the mass affluent, today announces the appointment of Shaun Bohannon as Chief Technology Officer (CTO).

/wealth

Lombard Odier embeds AI into core banking stack with MongoDB

MongoDB, Inc. (NASDAQ: MDB) today announced that Lombard Odier, a global Swiss private bank founded in 1796, has partnered with MongoDB to further modernise its leading banking technology systems.

/wealth

Digital private equity manager Moonfare launches in Australia

Fast-growing digital private equity manager Moonfare has further expanded its international operations by opening for business in Australia.

/wealth

Monument Technology appoints Simon Featherstone as chair

Monument Technology, the cloud based, end-to-end Banking-Platform-as-a-Service (BPaaS) provider, today announces the appointment of Simon Featherstone as Chair.

/wealth

US WealthTech OneVest snags $20 million in funding

OneVest, a comprehensive wealth management technology platform, today announced the closure of a $20 million USD Series B equity funding round.

/wealth

Broadstone adds online climate scenarios with Ortec

Broadstone, a leading independent financial services consultancy, has partnered with Ortec Finance to add climate scenarios, developed using their award-winning modelling framework, to its suite of ESG Advisory capabilities.

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