wealth management

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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 announced the appointment of Paul Finnan as Senior Investment Manager. Finnan joins Luna IM with 18 years of investment experience having managed a diverse range of portfolios for individuals, […]

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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 leader in the Chartis FCC50® 2024 report, winning the category award for Market Specific Capabilities in Wealth Management.  Chartis Research is the leading provider of

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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

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 coach as a service; in order to support individuals and allow firms to tap into the billion-dollar financial wellness market*.  INATIGO’s new AI financial coach expands Alda Ai’s suite of AI

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 Read More »

fzpm56fkrdg7qutwoz8lay5x1hpe | PR Fire

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 coach as a service; in order to support individuals and allow firms to tap into the billion-dollar financial wellness market*.  INATIGO’s new AI financial coach expands Alda Ai’s suite of AI

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 Read More »