wealth management

Mar
14

Investopedia names Sharesight best portfolio tracker for DIY investors

Investopedia has named Sharesight the Best Portfolio Tracker for DIY Investors in its 2025 ‘Best Portfolio Management Software Tools’ review.

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Mar
06

Calastone research reveals tokenisation could save US$135 billion for asset management industry

Calastone has today released groundbreaking research, revealing that tokenisation holds the potential to unlock over US$135 billion in cost savings for the asset management industry.

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Feb
19

Preqin announces enhancements to Private Capital Indices

Preqin today announced enhancements to its Preqin Private Capital Indices methodology, resulting in a one-off refresh of all historical index data points.

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Dec
10

UK assets on GBST’s Composer wealth management platform surpasses £200 billion

GBST has seen UK assets on Composer, its wealth administration SaaS solution, surpass £200 billion.  

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Nov
15

S64 launches flagship sustainable infrastructure opportunity for the Australian wealth management industry

S64 and DWS have expanded their partnership with the launch of a sustainable infrastructure focussed Wholesale Australian Unit Trust.

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Apr
10

GBST develops innovative digital Private Equity technology platform with Luna Partners

GBST has collaborated with Luna Partners to create a technology platform that seamlessly connects investors and managers to the wholesale private equity market.

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Apr
05

intelliflo included in world’s most innovative WealthTech companies

intelliflo has been named as a global leader in tech innovation by Fintech Global’s WealthTech100, an annual ranking of the world’s most innovative WealthTech companies.

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Apr
04

GBST earns its fifth year in the Global WealthTech 100 list: 2023 was a huge year for growth and innovation, says CEO

GBST has been named as one of the world’s 100 most innovative companies for the fifth consecutive year in the Global WealthTech 100 list.   

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