08/03/2021
Ninety One Extends Transfer Agency Partnership with SS&C
SS&C GIDS brings superior client service, digital offerings to relationship
FinTech
08/03/2021
Leonteq Expands Its Crypto Asset Offering
Leonteq’s crypto universe will also be eligible for integration into the index strategies of asset managers used within actively managed certificates.
08/03/2021
Mako Fintech Secures $2M Seed Funding Led by Desjardins Capital
The financing was led by Desjardins Capital, with participation from a group of top-tier angel investors, including many current and former CEOs and other senior executives at a variety of financial institutions.
08/02/2021
Multi-Billion Dollar Hedge Fund is reportedly adding Bitcoin to its balance sheet
The wealth management firm allegedly has been looking for staff that understands blockchain technology and it’s possible Goldentree is circling distressed businesses within the crypto industry.
08/02/2021
Ninety One Extends Transfer Agency Partnership with SS&C
SS&C GIDS brings superior client service, digital offerings to relationship
08/02/2021
The Banker names BBVA the most innovative bank in Europe
BBVA's digital transformation effort in recent years has proven to be a tremendous advantage in the challenging circumstances caused by the global Covid-19 pandemic.
08/02/2021
WealthTech Views RegTech Report: The view from IMVS
Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by John Motley, Director, IMVS
07/30/2021
Iress rejects bid by private equity firm
This information has been shared with EQT following EQT entering into a confidentiality and standstill agreement.
07/29/2021
SEI Expands Technology Offering with Wealthbox
Strategic Partnership Provides Advisors Integrated Technology Ecosystem for Client Engagement and Business Growth
07/29/2021
How Emotional Design fits inside a great CX
Reviewing the various research it’s easy to conclude that customers who have an emotional connection with a brand have a 300% higher lifetime value
07/29/2021
‘Almost Half’ of Family Offices Surveyed by Goldman Sachs Are Considering Investing in Crypto
Another issue that concerned some investors was the high energy consumption of Bitcoin mining.
07/28/2021
Broadridge Enhances Data Solutions for Asset Managers
Solution to facilitate faster analysis and decision making for investment managers
07/27/2021
WealthTech Views RegTech Report: The view from Arctic Intelligence
Article from The Wealth Mosaic's WealthTech Views RegTech Report. Written by Rosie Davitt, Head of Sales, EMEA, North America, Artic Intelligence
07/27/2021
ICapital Network raises $440 million
The company will use the proceeds from the capital raise to enhance its platform technology, expand the breadth of strategies and product types on its alternative investment menu, and pursue strategic acquisitions that will broaden its client capabilities
07/27/2021
Credit Suisse backed FundsDLT to go live with Azimut Investments
Apart from the fund manager’s fees, Fitz Partners found that distribution costs for cross border equity funds make up 61% of fees, with administration coming a distant second at 23%.
07/27/2021
Bambu and Moven join forces on digital wealth management
The team at Bambu works with some of the world’s largest banks to design and build digital saving and investment platforms.
07/27/2021
Optima bank goes live with the digital banking platform and “integration layer”
Optima bank was launched on July 31, 2019
07/27/2021
Private banker Karl Reichmuth: "Blockchain will be the saving force"
With the emergence of crypto money and the possibilities that blockchain technology offers in banking or in transactions and contracts, the financial sector, central banks and politics are facing new challenges.
07/27/2021
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07/26/2021
J.P. Morgan Opens Crypto Fund Access to All Wealth Clients
J.P. Morgan has reportedly allowed all of its wealth management clients to access cryptocurrencies via funds.