Christian Haigh co-founded Compound Planning to target rich, next-generation clients, and to address what he views as archaic ...

In wealth management, AI opens new possibilities for personalization and accessibility, redefining how advisors and clients ...

DUBAI, UAE, Jan. 28, 2025 /PRNewswire/ -- Holborn Assets, a leading global financial services provider, unveiled its new app ...

Being a family wealth manager helped Sophia Jarvis to spot a gap in the market with a lack of investment apps aimed at ...

Mehta Wealth, a prominent wealth management company, through its Investment Tracking Application empowering investors to ...

To conclude SPHERE’s trend forecasting series we're ending with a flourish. Simon Brooke, Zoe Dare Hall and Jonathan Bell ...

DUBAI, UAE, Jan. 28, 2025 /PRNewswire/ -- Holborn Assets, a leading global financial services provider, unveiled its new app designed to optimise and simplify wealth management. The Holborn App ...

It allows the users the option to view the consolidated portfolio when forming a family portfolio, ensuring a holistic and efficient approach to wealth management. This app is endowed with ...

a prominent wealth management company, through its Investment Tracking Application empowering investors to track their investment; modern-day application that offers investors with real-time ...