03/03/2022

Kingswood ships new online client portal

Over the past few years, Kingswood has evolved into a growing international vertically integrated wealth and investment management group with £9.1 billion of Assets under Advice

03/01/2022

Conversational AI – Wealth Concierge

In this Demo Video we present the latest use case for Conversational AI: the Wealth Concierge. Watch the full range of the Virtual Assistant helping both advisor and client in various innovative ways.

02/28/2022

All aboard the crypto train?

That almost three-quarters of HNWIs worldwide have expressed confidence in crypto is a positive marker of things to come.

02/25/2022

LHV Bank applies for UK banking licence

The banking application is subject to regulatory approval by the PRA and FCA and can take up to 12 months if the application is deemed not complete.