11/16/2023
JPMorgan partners with wealth managers and blockchain operators for proof-of-concept initiative
JPMorgan’s Onyx teamed up with wealth managers like Apollo and WisdomTree for the initiative.
FinTech
11/16/2023
Vencora UK Limited announces public takeover offer for all Traded Shares of CREALOGIX Holding AG
The Board of Directors of CREALOGIX unanimously recommends that shareholders accept the offer.
11/15/2023
Increased digital adoption driving service delivery at VM Wealth Management
The entity's online client portal, which has been steadily growing in users, affords clients convenient access to their portfolio information and critical market updates to empower them to make informed investment decisions.
11/14/2023
The Bitcoin millionaires are back
With this performance, the cryptocurrency has left other asset classes such as stocks, bonds and precious metals far behind.
11/13/2023
Wealth managers shirk cybersecurity priorities
Not surprisingly, large organisations consistently self-report more mature cyber capabilities, while small organisations lag in supply chain risk management, data security, and consequence management.
11/10/2023
Wealthy UBS clients trade crypto ETFs in Hong Kong – report
In June, Hong Kong started to allow retail access to digital assets via just two regulated exchanges.
11/10/2023
Broadridge Expands Shareholder Disclosure Solution to UK, Australia and Hong Kong Markets
The extension of Broadridge’s Shareholder Disclosure solution highlights its continued commitment to increasing transparency, driving automation through digitization and supporting customers’ shareholder disclosure obligations
11/10/2023
WealthTek goes into default but FSCS not open to individual claims
The FCA is currently carrying out a regulatory and criminal investigation into both WealthTek and its principal partner, John Dance.
11/09/2023
Performativ Secures €5.5m to Transform Europe’s Underserved Wealth Management Sector
Performativ has rapidly emerged as the premier choice for the European wealth management sector, offering a game-changing core operating system that empowers financial firms to navigate the future on a scalable infrastructure.
11/09/2023
Barclays warns of 22 per cent surge in Black Friday scams
Purchase scams, where people buy goods which never arrive or aren’t as advertised, resulted in shoppers losing £970 on average over last year’s Black Friday period1.
11/09/2023
Opening doors to the world of alternative investments
New York-headquartered B2B fintech platform iCapital enables wealth managers and their clients to conveniently access private markets and hedge funds through its integrated marketplace.
11/08/2023
AI Fintech Black Ore Raises $60 Million With Eye Toward Accounting, Wealth Management
And earlier this year, Paris-based Mistral AI raised $113 million in its first funding deal.
11/08/2023
Broadridge Launches Two AI-Enabled Tools to Optimize Product, Strategy and Distribution Decision Making for Asset Managers
AI-enabled analytics enable asset managers to make evidence-based, strategic decisions
11/08/2023
Endowus Inks Tie-Up Focused on Employee Ownership
The tie-up seeks to improve the shareholder experience of Endowus employees and other minority shareholders.
11/07/2023
Syz Capital with operating partners Saturnus Capital take majority stake in digital marketing pioneer Capture Media
Backed by the Syz family, and in close partnership with Saturnus Capital, Syz Capital will deploy a strategy to expand Capture Media’s pioneering and highly differentiated offering in the DACH region.
11/07/2023
Zann Kwan believes the future of family offices and wealth preservation is digital
The CIO of Revo Digital Family Office explains the advantage of digital assets having a sharp know-your-client knife.
11/07/2023
Neovision launches digital wealth management offering for Gulf investors
Platform brings its expertise and access to an investment universe of over 35,000 securities and investment products together
11/03/2023
Broadridge Reports First Quarter Fiscal 2024 Results
Reaffirming FY'24 guidance, including 6-9% Recurring revenue growth constant currency and 8-12% Adjusted EPS growth
11/03/2023
SS&C's Black Diamond Wealth Platform Transforms Advisor Experience with Innovative Black Diamond CRM
This innovative module seamlessly complements SS&C's existing CRM solutions, Salentica Elements and Salentica Engage, providing firms with a low-maintenance option while ensuring a smooth transition to enhanced customization capabilities.
11/02/2023
St.Galler Kantonalbank Partners with SEBA Bank to Provide Digital Assets
The partnership between the two Swiss financial entities provides St.Galler Kantonalbank with regulated and secure custody and trading services for Bitcoin and Ethereum