Wealth Management News Monitoring

Dr. Rajanya Ravasia: Global powerhouse in real estate-led-wealth management

Blessed with a visionary foresight, Dr. Rajanya Ravasia is leading wealth management and diversification strategies through leveraged investments in key global real estate markets. Dividing his time between the UK and India, he is a much sought after …

French wealth management fintech RockFi garners €18m funding  

RockFi, a fintech company specialising in private wealth management, has raised €18m ($19.45m) in a Series A funding round led by Partech.   The round also saw participation from existing investor Varsity and business angels, including Aurthur Waller and …

Prudential launches dedicated space for high-net-worth customers to capture wealth management demand 

[SINGAPORE] As life insurers increasingly focus on high-net-worth (HNW) clients and expand their wealth management services, Prudential has introduced a dedicated space for such customers to meet with private client advisers (PCAs) in a private, by- …

Asset Protection Wealth Management shares retirement advice

ADIB Strengthens Wealth Management Capabilities with Key Appointment

(MENAFN- Edelman) Abu Dhabi Islamic Bank (ADIB), a leading Islamic financial institution, has announced the appointment of Basit Sajid Saiyed as Head of Wealth Management, reinforcing the bank’s commitment to enhancing its wealth solutions and becoming the …

Purpose Unlimited to Acquire Steadyhand, a Canadian Investment and Wealth Management Company

Breadcrumb Trail Links GlobeNewswire Author of the article: Published Mar 24, 2025  •  4 minute read Article content The acquisition aims to accelerate both firms’ commitment to deliver an exemplary client experience to Canadian investors  Article content …

The Next Frontier: How AI and Gen AI Are Transforming Wealth Management in Asia

The past year has marked a significant shift in the adoption of artificial intelligence (AI) and generative AI (Gen AI) within the wealth management industry. As the initial wave of excitement surrounding AI innovation has settled, firms are moving beyond …

Purpose Unlimited to Acquire Steadyhand, a Canadian Investment and Wealth Management Company 

TORONTO, March 24, 2025 (GLOBE NEWSWIRE) -- Purpose Unlimited Inc. (“Purpose”), a rapidly growing Canadian financial services firm known for helping advisors deliver outstanding client experiences through its asset management and wealth platforms, …

Pembroke Private Wealth Management Ltd. Announces Portfolio Adviser Change and Termination of Class F Units Distribution ...

MONTREAL, March 24, 2025 (GLOBE NEWSWIRE) -- Pembroke Private Wealth Management Ltd. (“Pembroke”), the manager of the Pembroke International Growth Fund (the “Fund”) announced today a change in portfolio adviser for the Fund. Effective on or about May 1, …

Orange Bank & Trust Promotes Two Officers to Support the Growth of Orange Wealth Management

MIDDLETOWN, N.Y., March 24, 2025 (GLOBE NEWSWIRE) -- Orange Bank & Trust Company (the “Bank”), the banking subsidiary of Orange County Bancorp, Inc. (the “Company” - Nasdaq: OBT), is pleased to announce the promotion of two officers to support the …

Summary Of Moves In Global Wealth Management – January 2025

A global roundup of moves, appointments and personnel changes in the world's wealth management sector. Allfunds has appointed Pascal Duval as senior advisor for France and Benelux. Duval has more than 35 years of experience in asset and wealth …

March 29 – Guildhall Wealth Management

Andalusia Chamber welcomes Three Notch Wealth Management as new member

Published 1:00 pm Sunday, March 23, 2025 The Andalusia Area Chamber of Commerce held a ribbon cutting for Three Notch Wealth Management on Friday, March 21. Among those in attendance were Three Notch Wealth Management Private Wealth Advisor Ronnie Sansom …

Malaysian Wealth Management Platform Versa Secures Funding for Growth Plans

March 22, 2025 @ 6:31 pm By Michael Wong Malaysia-based wealth management platform Versa has completed its Series A funding round led by AHAM Asset Management Berhad (AHAM Capital), the company said, as it looks to accelerate user growth and expand its …

Wealthy Americans seek refuge from Trump in Swiss banks

Unlock the Editor’s Digest for free Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Wealthy Americans both in the US and abroad are drawing up contingency plans to move assets to Switzerland amid uncertainty caused …

What's hot in ETFs? Bond funds are in demand as investors flee the Nasdaq 'QQQ'

About 2,000 asset managers and investment advisors are here at the Exchange ETF conference in Las Vegas.   A small ETF crowd arrived Saturday night to see Dead & Co. at the Sphere, who put on an amazing light show on top of an amazing music show. (What …

Canadian banks that are attractively valued amid tariff uncertainty

What are we looking for? In speeches last week, both the Governor of the Bank of Canada as well as the Chairman of the Federal Reserve used the term “uncertainty” frequently when describing the economic unknown we are heading into. We expect tariffs to be …

Wealth Managers Look To AI, Private Assets To Boost Growth – Natixis IM Survey

Paris and Boston-headquartered Natixis Investment Managers, which has over $1.3 trillion assets under management, has just released a new wealth industry survey looking at the outlook for 2025, covering 20 countries in North America, Latin America, the UK, …

WRISE Singapore Appoints Paul Arni as Non-Executive Director, Strengthening Corporate Governance and Strategic Vision

Group reinforces commitment to growth and risk management with new appointment HONG KONG SAR – Media OutReach Newswire – 25 March 2025 – WRISE Singapore today announced the appointment of Paul Arni as Non-Executive Director, effective immediately, …

Nemo Money Named 'Best Stock Trading App' in 2025 FinTech Breakthrough Awards Program

Prestigious Annual Awards Program Recognizes Outstanding Financial Technology Products & Companies Around the World ABU DHABI, UNITED ARAB EMIRATES, March 25, 2025 /⁨EINPresswire.com⁩/ -- Nemo Money by Exinity announced that it has been selected as …

OmnySense to Target Oncology Patients as Initial Focus for Its Transformative Personal Health-Assessment Solution

19m Americans have cancer. Unplanned acute visits drive nearly half the costs-creating a major unmet need and opportunity for innovative solutions TEL AVIV, ISRAEL, March 25, 2025 /⁨EINPresswire.com⁩/ -- OmnySense, an innovative digital health …

Mitrade CFD Trading Platform Adopts Digital KYC for Efficient, Paperless Onboarding of EU Traders

EU traders benefit from Mitrade CFD broker's paperless KYC, a streamlined process that meets regulatory requirements while advancing sustainability. LIMASSOL, CYPRUS, March 25, 2025 /⁨EINPresswire.com⁩/ -- Mitrade EU, a CySEC-licensed CFD …

Polenergia Obrót Selects Orchestrade ETRM

LONDON, UNITED KINGDOM, March 25, 2025 /⁨EINPresswire.com⁩/ -- Polenergia Obrót S.A. has chosen Orchestrade’s Energy Trading and Risk Management (ETRM) platform to support its energy trading and risk management capabilities. This will significantly …

ECFI Revolutionizes Financial Education Through AI-Driven Investment Strategies

DENVER, CO, UNITED STATES, March 25, 2025 /⁨EINPresswire.com⁩/ -- Ecole de Commerce Fusion Innovation (ECFI), also known as Fusion Innovation Business School, has established itself as a pioneering institution at the intersection of financial …

CariPower Becomes First Order Provider Chosen by Obyte’s Decentralized Governance

CariPower becomes the first Order Provider chosen by Obyte’s governance introduced in November 2024. Obyte is a fully decentralized DAG-based crypto network. VADUZ, LIECHTENSTEIN, March 25, 2025 /⁨EINPresswire.com⁩/ -- Obyte, a leading …

Crete, Greece Named a 2025 Hotspot for New Vacation Home Developments

A wave of new developments and rising demand make Crete one of the most sought-after locations in Greece for vacation home buyers in 2025. RETHYMNO, GREECE, March 25, 2025 /⁨EINPresswire.com⁩/ -- Crete: A Hot Spot for New Vacation Home …

2025 Entrepreneurship Summit Presented by the Harvard Undergraduate Venture Capital Group

Join the Harvard Venture Capital Group at their third annual Entrepreneurship Summit! BOSTON, MA, UNITED STATES, March 25, 2025 /⁨EINPresswire.com⁩/ -- The Harvard Undergraduate Venture Capital Group (VCG) will hold its third annual …

VMF Focuses on Addressing Marketers’ Top Priorities

Vibe Marketing Tech Fest will take place in Manchester on July 10, 2025, and brings industry leaders to answer the pressing questions on every marketer’s mind. MANCHESTER, UNITED KINGDOM, March 25, 2025 /⁨EINPresswire.com⁩/ -- Convenience comes …

Leadsourcing Launches on Product Hunt to Revolutionize Digital Sales

Funded Start-up Seeks to Bridge Inbound and Outbound Strategies for Enhanced Conversion KOWLOON, HONG KONG, March 25, 2025 /⁨EINPresswire.com⁩/ -- Leadsourcing, an innovative AI-driven lead generation platform, today announced its official launch …

Moore Organizations Empowers Professionals with Growth, Flexibility, and Financial Stability

MARLBOROUGH, MA, UNITED STATES, March 25, 2025 /⁨EINPresswire.com⁩/ -- Moore Organizations, a leading life insurance agency, is redefining career success by offering professionals unparalleled opportunities for growth, flexibility, and financial …

AmiViz Partners With Kiteworks to Empower Enterprises to Protect Their Most Sensitive Data

DUBAI , DUBAI, UNITED ARAB EMIRATES, March 25, 2025 /⁨EINPresswire.com⁩/ -- AmiViz, the leading cybersecurity-focused value-added distributor headquartered in the Middle East, has forged a strategic partnership with Kiteworks, which empowers …

Bulla and TCS Blockchain driving onchain finance at the Mid-America Trucking Show

The Bulla TCS Blockchain settlement solution is now delivering savings, speed and transparency in trade finance DENVER, CO, UNITED STATES, March 24, 2025 /⁨EINPresswire.com⁩/ -- Bulla Network, an onchain working capital and finance platform and …

Sentriqs’ Glyph: The Ultimate Solution to Prevent Unauthorized Access in Sensitive Communications

SAVANNAH, GA, UNITED STATES, March 25, 2025 /⁨EINPresswire.com⁩/ -- Sentriqs is the pre- and post-quantum leader in secure communication solutions. Its Glyph solution is a state-of-the-art security platform designed to protect the integrity of …

Venture Capital Market Projected for 20.1% CAGR, Reaching $1283.27 Billion by 2032

Venture Capital Market Research Report By, Investment Stage, Industry, Ticket Size, Investor Type, Deal Structure, Regional RI, UNITED STATES, March 25, 2025 /⁨EINPresswire.com⁩/ -- The global Venture Capital market has witnessed substantial …

Factoring Services Market Expanding at a Healthy 6.10% CAGR, To Reach a Value of US$ 7043.22 Billion by 2032

Factoring Services Market Research Report By, Based on Discount Type, Based on Industry Vertical, Based on Factoring Size, Based on Factoring Provider, Regional CT, UNITED STATES, March 25, 2025 /⁨EINPresswire.com⁩/ -- The global Factoring …

Colle AI (COLLE) Continues Momentum with XRP Integration to Drive Multichain NFT Interoperability

Integration of XRP Ledger strengthens Colle AI’s cross-chain ecosystem and enhances NFT mobility LONDON, LONDON, UNITED KINGDOM, March 25, 2025 /⁨EINPresswire.com⁩/ -- Colle AI (COLLE), a multichain AI-NFT platform, is moving forward with its …

AGII Reinforces Blockchain Integrity with Scalable AI Risk Detection Models

The platform expands its AI capabilities to proactively identify and mitigate threats in decentralized ecosystems. SEATTLE, WA, UNITED STATES, March 25, 2025 /⁨EINPresswire.com⁩/ -- AGII, a leading AI and Web3 platform, has announced the …

SME Insurance Market Size Reach USD 45.61 Billion by 2032 Growing with 6.50% CAGR

SME Insurance Market Research Report By, Coverage Type, Business Size, Industry, Geographic Reach, Regional NM, UNITED STATES, March 24, 2025 /⁨EINPresswire.com⁩/ -- The global SME Insurance market has witnessed substantial growth in recent years …

Credit Scoring Market Size is Set To Fly High in Years to Come: 46.22 Billion by 2034

Credit Scoring Market Research Report By, Credit Scoring Model Type, Credit Scoring Purpose, Data Source, End-User Industry, Regional OK, UNITED STATES, March 24, 2025 /⁨EINPresswire.com⁩/ -- The global Credit Scoring market has witnessed …