research & insights from The Wealth Mosaic

Wealth & Technology Newsletter: Market highlights for February 2018

An international round-up of technology-related happenings for the month

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Wealth & Technology Newsletter

Fitting with our overall aim of delivering dedicated knowledge and support resources around the business of needs of the wealth management sector, our monthly Wealth & Tech Newsletter looks at a broad range of the latest wealth management technology-related developments from across the wealth management sector and then consolidates them...

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by The Wealth Mosaic
| 05/03/2018 12:08:40

Welcome to the February 2018 edition of our monthly technology-related highlights from across the global wealth management sector, where we cover the main and noteworthy developments from the month just gone.

Where a firm is highlighted in pink, click on the hyperlink to view their business profile page on our platform.

Split into different categories, the summary covers:

  • Technology developments by wealth managers - with news on/from Bank of the West, Hudson James Investment Management, WealthSmart and Webster Bank.
  • Partnerships & integrations - with news on/from .
  • M&A deals - with news on/from Artivest and Altegris to merge, Blackstone invests in Thomson Reuters unit, Catalyst and Knadel and IOOF and Grow Super.
  • Fundraisings & listings - with news on/from Grove, MoneyLion, QARA and Wealthsimple.
  • Regulation & compliance - with news on/from the FCA.
  • People hires & moves - with news on/from Advicent, Delta Capita, Hargreaves Lansdown and TrueProfile.
  • Other technology-related news - with news on/from Aviva and Blooom.

(Please click on the image below this section to access and download the full summary)