WAY FUND MANAGERS subscribes to OTCFin-Morningstar’s PRIIP KIDs and EPTs service
- 6 years 11 months ago
- Asset Management, Risk Management
Way Fund Managers, a British Asset Manager dedicated to the operation of collective investment schemes, has selected OTCFin, a financial technology firm specialized in Investment, Risk, and Regulatory Data Management and Reporting, to assist them with their implementation of the PRIIPS regulation. OTCFin will work in partnership with Morningstar to provide a fully integrated PRIIPS KIDs anEPT solution to WAY FUND MANAGERS that includes both the... more
Kestra Private Wealth Services Helps Another Wirehouse Team Go Independent
- 6 years 11 months ago
- Wealth Management
Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., supporting independent advisor teams nationwide, today announced the addition of Modernize Wealth to its advisory platform. Based in Chandler, Ariz., the professionals at Modernize have been providing wealth management and retirement planning services for over 25 years. The advisory team at Modernize consists of John Hebert,... more
Assetz Capital launches GBBA series two
- 6 years 11 months ago
- Investment Management
Assetz Capital has launched Series 2 of its Great British Business Account (GBBA), offering investors a capped target gross interest rate of 6.25% per annum. GBBA Series 2 automatically invests in business loans that have realisable asset security. Although the account has a similar investment mandate to Series 1, Series 2 is more tailored to current market conditions to capture a wider range of higher-quality loans than its predecessor. Over £4... more
UBS and EPAM Win Best Use of IT Private Banking/Wealth Management for SmartWealth App at Banking Technology Awards
- 6 years 11 months ago
- Wealth Management
EPAM Systems, a leading global provider of digital platform engineering and software development services, and UBS AG, the world's largest wealth manager, have been awarded for Best Use of IT Private Banking/Wealth Management at the Banking Technology Awards held on December 13, 2017 in London. Now in its 18th year, the Banking Technology Awards recognize excellence and innovation in the use of IT in financial services worldwide, and the people... more
Wealth and Asset Management Firms Are Ahead of Banks in Race to Embrace New Technology – Excelian, Luxoft Financial Services says
- 6 years 11 months ago
- Wealth Management
Wealth & Asset Managers in Europe are closer to embracing new technologies than their sell-side counterparts because CEOs in the industry understand the importance of technology within the business, according to over 200 Information Technology (IT) executives working in the financial services sector.
FlexTrade Appoints New Multi-Asset Sales Director, Manuela Bauer
- 6 years 12 months ago
- Asset Management
FlexTrade (@FlexTrade) today announced the expansion of its EMEA sales team with the hiring of a new Multi-Asset Sales Director, Manuela Bauer. The expansion of the team comes at the end of a successful year of cross-asset innovation for the business.
Fast-growing CoInvestor bolsters client team with three new hires
- 6 years 12 months ago
- Asset Management
CoInvestor, the fast-growing alternative assets platform, has made three senior hires to its client team to bolster the rapid adoption of its software as a service for financial advisers and fund managers.
GSV Asset Management Announces Strategic Investment from HMC Capital-Led Group
- 6 years 12 months ago
- Asset Management
GSV Asset Management, LLC ("GSV"), a modern merchant bank that identifies, advises, and invests in the fastest growing, most dynamic companies in the world - the Stars of Tomorrow - today announced a strategic investment from a group led by HMC Capital ("HMC"), a leading Latin American advisory and investment firm.
Concurrent Stockholders Approve Proposal to Sell Content Delivery & Storage Business to Vecima Networks
- 7 years 5 hours ago
- Asset Management
The stockholders of Concurrent, a global leader in storage, protection, transformation, and delivery of visual media assets, have approved all proposals presented at a special meeting of its stockholders held on December 13, 2017. The proposals related to the sale of Concurrent's content delivery and storage business to Vecima Networks Inc. (TSX:VCM).
marcus evans to Host the Digital Transformation in Wealth Management Conference on February 7-9, 2018 in New York, NY
- 7 years 1 day ago
- Wealth Management
This GFMI conference will assess best practices for creating and integration robo-advisors. Learn the practical uses of artificial intelligence and machine learning in wealth management from investment strategies to data analytics and asset allocation. Most importantly, this conference will provide answers to practical issues of whether it is best to build or buy robo-advisors and what the future holds for the wealth management industry.... more
ABN Amro Reveals Digital Wealth Management Unit Prospery in Germany
- 7 years 1 week ago
- Wealth Management
As of today, retail clients in Germany can use Prospery, a new digital platform that provides a comprehensive view of their current and potential assets, actively manages their investments and offers remote personal coaching at a fixed fee.
Regal Assets Receives World's First Government-issued Crypto-commodities License for Trading in Bitcoin, Ethereum, Litecoin & Altcoins
- 7 years 1 week ago
- Asset Management
Regal Assets, one of the world’s top rated alternative assets companies with offices in the US, Canada and the UAE, has now added Bitcoin, Ethereum, Litecoin, Bitcoin Cash, Ethereum Classic, Ripple and Dash to its growing product line. On November 28, 2017 Regal Assets officially received the first ever Crypto-commodities license issued by the DMCC and is now able to handle trades in all major cryptos globally.
The Group CNP Cyprus Insurance Holdings Ltd Selected IMSplus for Its Insurance Investment Management Operations
- 7 years 1 week ago
- Investment Management, Banking
Profile Software, an international financial solutions vendor, announced today that CNP Cyprus Insurance Holdings (CNP Cyprus) has selected the IMSplus solution to deploy, so as to effectively manage its assets and fund management requirements and achieve operational efficiency.
Quant Insight Makes Macro Research Available via RSRCHXchange
- 7 years 2 weeks ago
- Fund Management, Investment Management
Quant Insight’s macro research provides quantitative analysis and actionable investment ideas to hedge funds, asset managers, asset allocators, pension funds and wealth managers. Their investment expertise, combined with high-quality data, proprietary algorithms and AI driven machine learning models helps investors make sense of complex trading environments and make better investment decisions.
