Latest wealth management Press Releases

Luna Investment Management appoints Paul Finnan as Senior Investment Manager

November 27, 2024

Luna Investment Management appoints Paul Finnan as Senior Investment Manager

MANCHESTER, UK. November 27th, 2024 - Luna Investment Management (Luna IM), a specialist investment management firm, and the North West’s largest independent discretionary fund manager, today an...
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KYC360 is the category winner for Wealth Management in the Chartis FCC50®

March 13, 2024

KYC360 is the category winner for Wealth Management in the Chartis FCC50®

LONDON, UK, 13 March 2024 – KYC360, a leading provider of Customer Lifecycle Management solutions that empower organisations to comply and outperform, is proud to be recognised as an industry le...
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Innovation firm INATIGO looks to help financial and wealth management firms close the financial literacy gap within the UK & US  through the use of AI Financial Wellness coaches

November 09, 2023

Innovation firm INATIGO looks to help financial and wealth management firms close the financial literacy gap within the UK & US through the use of AI Financial Wellness coaches

Award-nominated innovation and technology firm, INATIGO, launches pioneering conversational chat assistant solution, Alda Ai. Providing financial firms with their own fintech AI financial wellness ...
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Innovation firm INATIGO looks to help financial and wealth management firms close the financial literacy gap within the UK & US  through the use of AI Financial Wellness coaches

November 09, 2023

Innovation firm INATIGO looks to help financial and wealth management firms close the financial literacy gap within the UK & US through the use of AI Financial Wellness coaches

Award-nominated innovation and technology firm, INATIGO, launches pioneering conversational chat assistant solution, Alda Ai. Providing financial firms with their own fintech AI financial wellness ...
Read More