07/22/2022
Wombat launches crowdfunding campaign
The Crowdcube campaign will run for three weeks and has a target of £1 million. It will be the first time Wombat is coming back to Crowdcube since it launched in 2019.
FinTech
07/22/2022
Philippine asset and wealth manager ATRAM to launch digital wealth management platform with additiv
The strategic partnership will enable ATRAM to modernize and digitize their wealth management solutions to meet the growing need for intelligent and intuitive investment services.
07/21/2022
Data Management and AI Automation Tools Are the Top Investment for Financial Firms, Broadridge Survey Finds
57% of respondents confirm financial firms still have progress to make, before they reach the advanced stages of innovation and technology efforts
07/21/2022
InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealth
Goal-based financial planning will be available to Rabobank’s HNWI and retail clients
07/20/2022
YourStake launches new integration with SS&C's Black Diamond® Wealth Platform to give clients a full view of their investment impact
This tool can help advisors consistently and easily demonstrate the impact of investing and cut through greenwashing by drilling down to specific information on each company in a portfolio.
07/20/2022
M&G Wealth Advice chooses intelliflo to support expansion plans
“We both firmly believe that using technology to best effect can make a huge difference to the success of an advice firm.”
07/19/2022
Schroders announces strategic investment in digital assets
Schroders has taken a strategic minority stake in Forteus, an asset manager focused on blockchain technology and digital assets.
07/19/2022
FIS Expands Wealth Offerings in the United Kingdom with New Pension Services
The new SIPP offering is made possible by partnering with Quai Digital, a leading U.K. investment and pension services provider.
07/18/2022
Geneva bank launches zero-fee Swiss equity trading
The partnership between BX Swiss and FlowBank aims to revolutionize Swiss equity trading for private investors.
07/15/2022
Leonteq Launches first products with VP Bank under new innovative issuance model
This innovative business offering provides fast time-to-market based on a simplified cooperation design triggering limited investment costs.
07/15/2022
BLKB aims to take stake in payment fintech
The company, a spinoff from the University of St Gallen and ETH Zurich, offers app-based payment options and encourages users to save and invest.
07/15/2022
Banco Sabadell, Miami Branch Extends Partnership with Wealth Dynamix
This extended partnership is a move that cements Wealth Dynamix as a core technology provider within Banco Sabadell, Miami Branch’s technology infrastructure.
07/14/2022
Finuevo Suite: The new Banking experience
The Finuevo Suite platform delivers a unique banking experience to banks and financial institutions that want to differentiate and competitively meet and exceed their customer expectations whilst offering an outstanding level of service to their banking p
07/13/2022
StashAway launches industry-first Flexible Portfolios
It is the first product in Mena that offers investors the choice to customise their portfolios with ease. Flexible Portfolios allows investors to pick the asset classes they want, decide their exact allocations, and change them any time
07/13/2022
Digitalization hiring levels in the private banking industry rose in June 2022
We've analysed hiring patterns using data from GlobalData
07/12/2022
SIX Digital Exchange tokenizes private shares on blockchain-based Central Securities Depository
With this new partnership approach, financial institutions can move beyond today’s business model of tailor-made, one-by-one private placement, to a sustainable, digitalized, process-driven business.
07/07/2022
Envestnet buys Redi2
This acquisition enhances our strategic enablement of service and data, and over the next two years will create operating leverage by bringing Envestnet and Redi2’s administrative, revenue, and billing services together.
07/07/2022
Objectway Suite Named Best Wealth Management Solution
The digital transformation has encouraged more Fintech providers to come to the market and the pressure on these firms to provide further innovation intensifies year on year.
07/06/2022
Ronald-Peter Stöferle: «Bitcoin and Gold are brothers in spirit»
With Bitcoin, on the other hand, the strength of the network is increasing day by day.
07/06/2022
Big data innovation among private banking industry companies has dropped off in the last year
Analysis of patent filings shows a shrinking level of big data related applications in the industry over the past year