Tag: WEALTH

The UK wealth management sector has faced significant financial repercussions this year, accumulating £3.8m in fines from the FCA.

As we move deeper into 2023, AI breakthroughs are dominating the global business landscape. The capabilities of generative systems and large language models have gripped the public's attention, with companies across various sectors investing heavily in these AI-centric technologies. However, the success of these investments heavily relies on the quality of data used to train these systems and the in-house expertise of the organisations implementing them.

A research report by Wealth Dynamix and Compeer has provided insights into how front office professionals view the client lifecycle management process.

FairWarning, a Florida-based privacy and security company, has landed $60m from Mainsail Partners.

Wealth services marketplace WEALTH has picked up $705,000 in a seed funding round from Vulpes Innovative Technologies Investment Company and Privé Holdings.