Asset ManagementFeaturedStart-up of the Week: How Upvest is redefining investment accessibilityIFM CorrespondentSeptember 18, 2024 by IFM CorrespondentSeptember 18, 2024 In August 2024, Upvest stitched a partnership with Deutsche Bank to enhance its product offering, including end-user cash management, virtual IBANs, and foreign exchange... Read more
MagazineWealth managementWhy wealth managers need accountabilityInternational FinanceMarch 17, 2020March 19, 2020 by International FinanceMarch 17, 2020March 19, 2020 Wealth managers must rise above the commission based approach to create value for investors... Read more
FeaturedWealth managementSingapore wealthtech Kristal.AI secures funding for expansionPritam BordoloiJanuary 22, 2020 by Pritam BordoloiJanuary 22, 2020 The firm will expand its business in Asia as well as the Middle East after securing $6 mn... Read more
MagazineNovember- December 2019 IssueWealth managementChina embraced wealthtech; why hasn’t the UK done so?International FinanceNovember 20, 2019January 15, 2020 by International FinanceNovember 20, 2019January 15, 2020 UK wealth clients want human engagement while making investments—especially in the given political climate... Read more