Management

Fusion Wealth Expands Relationship with SEI

Fusion Wealth, the bespoke platform solutions provider for wealth managers and large-scale financial planners, has extended its existing long-term relationship with SEI (NASDAQ:SEIC) through a new deal that will see the pair work together until at least 2025. Fusion Wealth first appointed the SEI Wealth PlatformSM in 2011 to provide an integrated wealth-management infrastructure for its growing client base. Since then, the business has expanded... more Read more »

Portfolio complexity increasing in Fiduciary Management and Outsourced CIO industry

A new global survey from Milestone Group, providers of OCIO, Delegated and Fiduciary management technology solutions, has revealed that portfolio strategies are growing increasingly complex. Portfolio complexity also looks set to increase, with an even larger majority outlining that they expect the complexity of their portfolios to continue to grow. The implications of a more complex portfolio are extensive, causing OCIO managers to look to... more Read more »

Personal wealth platform launches in the UK, eyeing off 27 million households to help financial advisers attract and retain clients

A leading wealth portal, myprosperity today launched its platform in the United Kingdom, eyeing off a market opportunity of around 27 million households as it gears up to help Brits better manage their finances and provide advisers with the tools to attract and retain clients. The platform, which has experienced sizeable growth in its home market, Australia, now sees the UK as its next significant opportunity, especially given the openness of... more Read more »

Aquila Capital to acquire Portuguese hydropower portfolio from EDP

The alternative investment specialist Aquila Capital has agreed with EDP, Portugal’s biggest energy company, to acquire a portfolio of 21 operational small-scale hydropower plants located in Northern and Central Portugal with a total capacity of approximately 100 MW. The investment marks Aquila Capital’s first step into Portugal’s hydropower market.  Read more »

BlockEx implements Maker/Taker pricing for partner brokerage growth

BlockEx, the digital asset exchange provider for institutional-grade financial markets, has announced the implementation of Maker/Taker pricing across its pooled liquidity brokerage network. Adam Leonard, CEO at BlockEx, said: “Partner branded brokerages that sit on our digital-asset trading exchange platform share a single virtual marketplace that pools liquidity. Implementing Maker/Taker pricing is an important tool for our partners to... more Read more »

Fenergo Expands into Private Banking and Wealth Management

Fenergo, the leading provider of Client Lifecycle Management solutions (CLM) and services for financial institutions, has announced its expansion into Private Banking and Wealth Management, with the creation of a new division lead by Steve D’Souza. Read more »

Tremblant Capital Selects LiquidityBook

LiquidityBook today announced that Tremblant Capital, a multi-billion global asset management firm, has selected the SaaS-based LBX Buy Side as its full POEMS (portfolio, order and execution management system), with the integrated LBX Connect as its FIX routing network. LBX Buy Side replaced an existing system which was implemented 16 years ago near Tremblant’s inception. Read more »

Broadridge and UBS Americas to Redefine Wealth Management Technology in North America

Broadridge Financial Solutions, Inc., the world’s largest wealth manager, today announced an innovative strategic partnership where UBS Wealth Management USA will be the anchor client on Broadridge’s new wealth management industry platform. The Broadridge Wealth Platform is a next-generation open platform that will solve a key financial services challenge by creating a modern, industry-level wealth management best-in-class technology solution. Read more »

AQUILA CAPITAL WINS SWEDISH RENEWABLE ENERGY AWARD 2018

Aquila Capital, the alternative investment company, is delighted to announce that it has been voted the winner of the Swedish Renewable Energy Award 2018. The award, given by the Swedish Wind Energy Association (SWEA), was presented during the VIND conference in Stockholm on October 24th. The aim of the award is to highlight role models in the business world that understand the need for renewable energy and the industry’s key role in this... more Read more »

Formosa Financial Integrates With BitGo

Formosa Financial, the one-stop financial services platform for managing digital assets, has announced a collaboration with BitGo, the market leader in institutional-grade cryptocurrency security to integrate BitGo's custodial services into the Formosa Financial suite of digital asset management tools. Having successfully reached their hard-cap via private round funding this May, Formosa Financial is aiming to solve many pain points faced in the... more Read more »

Solactive is expanding – new Hong Kong office established

German Index provider Solactive AG is growing at a fast pace. In addition to the successful establishment of its Toronto office in January 2018, Solactive has now set up its second international business entity in Hong Kong to accommodate the rapid growth the Frankfurt-based company witnessed over the past years. Read more »

Profile was shortlisted in 4 categories at the WealthBriefing GCC Region Awards 2018

Profile Software, an international financial solutions provider, announced today that it has been shortlisted at the WealthBriefing GCC Region Awards 2018 under the categories “Front Office Solution”, “Portfolio Management”, “Onboarding” and “Innovative Fintech Solution”. These distinctions highlight Profile’s commitment to delivering truly innovative and client-centric Wealth Management platforms that help firms accelerate their operations,... more Read more »

Avaloq highlighted in Aite report for exemplary delivery of digital advisory solution

A recent report of leading research house Aite on the digitization of the wealth management sector, Wealth Portfolio Suites Turn to Digital Advisory: Early Risers, has highlighted Avaloq in the fast-growing digital advisory market for its educational value in client communication. The impact note from Aite looks at the new generation of wealth management solutions and the impact that demand for digital advisory is having on the core... more Read more »

Finicity Partners with Freddie Mac to Provide Industry-Leading Automated Income and Asset Assessment Solution

Finicity, a leading provider of real-time financial data aggregation and insights, announced today it has been selected as a third-party service provider for the new Freddi Read more »

Profile Software at AM TECH DAY by L’Agefi as a Silver Sponsor in Paris

Profile Software, an international financial solutions provider, announced today its participation as a Silver Sponsor at the Wealth and Asset Management-focused event, “AM TECH DAY by L’Agefi”, taking place on 17 October 2018 in Paris, showcasing its pioneering and award-winning Investment Management solutions. Read more »

Pages

Magazine
ALL
Free Newsletter Sign-up
+44 (0) 208 819 32 53 +44 (0) 173 261 71 47
Download Our Mobile App