LONDON, May 13 (Reuters) - Wealth management platform provider Addepar has hit a valuation of $3.25 billion in a fresh $230 million funding round ... step with central bank interest rate cuts.

CEO Nicolai Tangen told Fortune the task of monitoring the risks of its 9,000 investments now takes minutes thanks to its AI.

Could an economic downturn slow the industry's record-setting pace of acquisition deals? Sure, experts say, but not by much.

LONDON (Reuters) -Wealth management platform provider Addepar has hit a valuation of $3.25 billion in a fresh $230 million funding round ... as revenue from lending falls in step with central bank ...

Bank of Nova Scotia's wealth management arm will offer services to ... How we use your information depends on the product and service that you use and your relationship with us.

Oversea-Chinese Banking ... funding. Switching costs are also present, as it is costly for consumers to switch relationships to a new bank. OCBC has a broad range of intergenerational wealth ...

Technology has played a part in the transformation of private wealth landscape over the past decade, and this pace is ...

The Huntington National Bank continues to expand its commercial banking segment across the country by bringing its ...

Many investors today favour sustainable impact investing, seeking to funnel their wealth into investments that will produce ...

Thierry Brunel is the Chief Investment Strategist at Matter Family Office, advising families and institutions on long-term ...

A dedicated team sources cross-divisional business opportunities between the Investment Bank, Asset Management and Wealth Management divisions while ... needed most by combining philanthropic or ...