Briefing

NEWS

Stratiphy taps WealthKernel to launch investment app in UK

Stratiphy has forged a partnership with WealthKernel, a wealthtech provider of digital investment services

Research

Half of the wealthy support a hybrid AI approach

Around half of HNWIs would be comfortable with a hybrid wealth management service

Digital

HSBC signs multi-year deal with CloudBees for software delivery

HSBC has selected CloudBees as its software delivery platform provider, supporting secure banking

Distribution

Digital-first bank Monument preparing to meet needs of mass affluent

Monument has had deposit restrictions on its licence lifted by the PRA and FCA

DEAls

Kingswood announces acquisition of Money Matters

Kingswood has agreed to acquire Money Matters, a privately owned wealth management business

05/22/2024 23:31:14
  • Home | Private banking finds its winners
  • Editor's note
  • Contents
  • Briefing
  • News in brief
  • Half of the wealthy support a hybrid AI approach
  • HSBC signs multi-year deal with CloudBees for software delivery
  • Digital-first bank Monument preparing to meet needs of mass affluent
  • Kingswood announces acquisition of Money Matters
  • Features
  • The winners of the Private Banker International London Awards 2021 are revealed!
  • A deep dive with Danske Bank
  • How new player Aquarius Financial could bridge the gap
  • Multigenerational wealth – how to keep it in the family
  • Analysis
  • Tiger Global, Sequoia Capital, and Softbank top investors in tech unicorns
  • People Moves
  • Why purpose-built real estate is a hot-spot in the private markets
  • The PBI team
11/22/2021 00:00:00