Welcome to the 23rd edition of our Wealth & Tech Weekly newsletter
A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest wealth management technology-related developments from across the sector internationally. This week's, covering September 23rd to September 29th, features 26 market developments.
- 9F acquires stake in Hubei Consumer Finance Company (Weblink)
- 3rd-eyes and Synpulse form strategic partnership (Weblink)
- AdvicePay redesigns its client portal (Weblink)
- aixigo opens new branch office in Zurich (Weblink)
- Alibaba bought a 33% stake in Ant Financial (Weblink)
- AltaReturn and Black Mountain Systems combined to create (Weblink)
- Avaloq adds two to the sales team in the UK (Weblink)
- BetterTradeOff launches a life planning solution (Weblink)
- Broadridge working with FundsLibrary for new RegTech tool in Europe (Weblink)
- Bitcoin IRA launches crypto swaps on its trading platform (Weblink)
- Charles River Development appoints for global head of wealth management (Weblink)
- CICC and Tencent partner to develop tech solution for wealth management (Weblink)
- Covr announces next generation of its insurance platform (Weblink)
- Fidelity working with Ethic for ESG SMA service (Weblink)
- Glarner Kantonalbank to close robo service investomat (Weblink)
- Holistiplan wins fourth annual XY Planning Network FinTech competition (Weblink)
- Ladder launches Ladder for Advisors (Weblink)
- Moneyfarm raises a further GB£36 million in Series C round (Weblink)
- Nutmeg launches financial planning service (Weblink)
- Oranj launches real-time notifications for financial advisors on its platform (Weblink)
- Origo targeting 2020 for integration hub for advisers (Weblink)
- Refinitiv equips wealth managers with quantitative behavioural economics tool (Weblink)
- Refinitiv launches Qual-ID solution (Weblink)
- Securitize raises US$14 million (Weblink)
- Silver Cost Basis and Sovos partner to offer tax information reporting for crypto assets (Weblink)
- WealthAbility promotes for Director of Digital technology role (Weblink)