Refinitiv Wealth Management Report – Getting Personal: How Wealth Firms Can Attract and Retain the Modern Investor – Highlights Data Insights From Investors
- 2 years 8 months ago
- Wealth Management
Alternative assets - 51% of investors globally are familiar with sustainable investments. 44% of advisor-led investors are familiar with ESG factors compared to 53% of self-directed investors. Digital capabilities – 58% of advisor-led investors and 62% of hybrid advisor and self-directed clients state “advisor recommendations” as the most reliable source of information.
Hashdex Names Crypto ETP and ETF Leader Laurent Kssis Managing Director and Head of Europe
- 2 years 8 months ago
- Management, Cryptocurrencies
Leading Crypto ETF Issuer Accelerates its Global Expansion By Establishing A European Presence
Neo Clears $3 Billion Through Its Multi-currency Accounts as Treasurers Seek Alternative to High Bank Fees
- 2 years 8 months ago
- Management, Treasury, Payments
Neo, the treasury management, payments and FX fintech, has cleared $3 billion through its multi-currency accounts, saving clients an estimated $15 million in banking fees, as appetite grows for an alternative to the traditional corporate banking model. The provider launched its multi-currency account offering for corporate treasurers in June 2020 and has seen volumes more than double in the last six months.
100 Women in Finance Announces Dates for Annual Global FundWomen Week
- 2 years 8 months ago
- Investment, Asset Management, Fund Management, Investment Management, Financial
Conference to take place from October 31st to November 4th, 2022 100 Women in Finance, a global finance industry network, today announces that its 2022 Global FundWomen Week Conference (“GFWW”), the largest global gathering of asset allocators and female investment managers, will be held virtually from October 31st to November 4th, 2022.
Deutsche Börse Group acquires leading fund data manager Kneip
- 2 years 8 months ago
- Fund Management, Data Management
• Kneip is a leading European fund data specialist based in Luxembourg with a broad set of services and long-standing relationships in the asset management industry. • Kneip will benefit from a strong ecosystem within the distribution services in Fund Centre and fund processing activities in Clearstream • This is an important step to further strengthen Deutsche Börse Group’s growth areas of fund services and data
Dan Boardman-Weston appointed CEO at BRI Wealth Management
- 2 years 8 months ago
- Wealth Management, People Moves
Simon Boardman-Weston becomes Executive Chairman BRI now has 44 employees, more than a thousand clients and an annual turnover in excess of £5 million BRI Wealth Management aims to be the leading independent regional Wealth Manager
Qumulo Simplifies Kubernetes Workflows on Unstructured Data with New Container Storage Interface
- 2 years 8 months ago
- Management, Data
New CSI Driver enables communication between Qumulo storage and Kubernetes clusters
Wahed Adds Islamic Mutual Funds Veteran to Team
- 2 years 8 months ago
- Fund Management, Islamic Finance
Haitham Al-Sayed joins Wahed as its new Global Head of Institutional Sales and Advisory Services
Profile: Sponsor of the 6th Digital Integration in Wealth Management Conference, UK
- 2 years 8 months ago
- Wealth Management
Profile Software, the leading financial solutions provider, sponsors (network partner) the 6th Digital Integration in Wealth Management Conference taking place on 29th - 30th March 2022 in Park Plaza Victoria, in London, UK. The conference will bring together experts from top wealth management and private banks across the UK and Europe.
Jeeves Raises $180 Million Series C at $2.1 Billion Valuation Within One Year of Public Launch
- 2 years 8 months ago
- Management
THE OVERSUBSCRIBED ROUND WILL BE USED TO FUEL THE FINTECH STARTUPS’ GLOBAL EXPANSION AS IT CROSSES $1B IN ANNUALISED GTV Pay for anything, anywhere, in your local currency. Jeeves, the all-in-one corporate card and expense management platform for global startups, announced today that it has raised a $180 million Series C at a valuation of $2.1 billion. The Series C round, which closed in March 2022, comes just seven months after the company’s... more
Livestock Data Management Platform Breedr Raises £12 Million to Build Better Trading and Cash-flow Products for Farmers
- 2 years 8 months ago
- Management, Data
Breedr is a data platform and app for farmers to capture data much more easily to improve their livestock productivity, sustainability and efficiency Now Breedr is putting the analytics it has on livestock to use by launching Breedr Impact, a data-driven financial product for livestock farmers New £12m funding round will be used to develop the product and enable farmers to leverage the asset classes on their farms to make smarter... more
Smartstream Helps Clients With ESMA’s Demands for Increased Data Checks
- 2 years 8 months ago
- Transaction Banking, Management
SmartStream Technologies, the financial Transaction Lifecycle Management (TLM®) solutions provider, today announces a new regulatory solution, Trading Venue Quantitative Reporting Outlier Reconciliation - helping firms to further meet MiFID II obligations, including assisting trading venues (non-OTC) to fulfil MiFID II RTS 2 transparency requirements.
Vantage Capital Backs Compass Capital to Acquire a Portfolio of Grade a Office Buildings in East Cairo
- 2 years 8 months ago
- Fund Management
The office buildings acquisition is facilitating the expansion and diversification of Compass Capital’s real estate portfolio
Ukrainian Refugees Offered Emergency Funds Through a Digital Cash Service With the Post Office
- 2 years 8 months ago
- Fund Management, Treasury
A digital cash service offering fast-track payments for emergency use is being made readily available for refugees through the Post Office. The Payout Now service offers local authorities a way of providing refugees with emergency cash payments without the need to provide a visa or proof of address.
Helping People Affected by the War in Ukraine
- 2 years 8 months ago
- Fund Management
The EQ Foundation Ukraine Fund The war in Ukraine has created a humanitarian disaster. The UN has warned that the number of people fleeing the country may rise to 5 million in the coming weeks and months. In the UK over £100 million has already been raised by the Disasters Emergency Committee (DEC) - including £25 million in match-funding from the UK Government. The DEC unities 15 charities including the Red Cross, Oxfam, Christian Aid, and... more
