Wealth technology company Chelmer has launched Myriad, the latest version of its Glue42 Core-based unified adviser desktop wealth management platform.
A new research series from Barclays Private Bank shows that the next generation of high net worth (HNW) women is set to change family and banking dynamics as their share of global wealth steadily increases, they attain higher levels of education, and they become more involved in family businesses.
BNY Mellon Wealth Management has named Laura Kaplan as Market President in Miami, Florida where she leads the region's wealth management practice.
Over half of UK adults got into debt this year, with one in four revealing that their debt was a direct result of the Covid-19 pandemic, according to new research.
SEI has unveiled a newly redesigned user interface (UI) for the Archway Platform. The latest version of features marked improvements to its underlying front-end technology, enabling the continued roll-out of large-scale innovations that extend the platform’s existing capabilities and introduce a diverse range of future features and functionality.
Vestrata, a fintech company providing integrated investment solutions, has launched having completed a USD4 million investment round.
With Christmas fast approaching, many parents will be busily trying to fulfil their children’s wish lists to Santa. But parents may want to do something more than simply add to the pile of toys in their children’s’ bedrooms this year.
New research from behavioural finance experts Oxford Risk, reveals that 16 per cent of people aged 18-34 with stock market related investments and savings took more professional financial advice during the Coronavirus crisis than they normally would have done, compared to just 6% of investors in general who did this.
Overseas Ultra High Net Worth investors are primed to purchase more super-prime UK property should the pound collapse in the event of a No Deal Brexit, says Boodle Hatfield, a private wealth law firm.
The Quilter platform’s WealthSelect Managed Portfolio Service has continued to reduce its underweight allocations to Europe and the UK following its recent quarterly rebalance.