Management

JHC to source market data from VMS

Wealth management fintech firm, JHC Systems (JHC) has announced today that it has partnered with US fintech firm Vertical Management Systems (VMS) to provide customers with high quality and efficient market data.  As more wealth managers diversify portfolios, it’s becoming more important that they can access the global data they require to make sophisticated investment decisions. Read more »

AK Jensen Group Awarded Best Hedge Fund Platform for Third Successive Year

AKJ Traditional platform, the leading turnkey, tier one hedge fund platform was announced 'Winner of Best Hedge Fund Platform - Emerging Funds' at the 2018 HFM European Services Awards. Owned and managed by AK Jensen Group, the AKJ Traditional platform provides a single, integrated legal and regulatory infrastructure, enabling fund managers - from start-up to the highest level - to setup and run viable funds. Read more »

marcus evans to Host the 2nd Edition Digital Transformation in Wealth Management Conference on September 24-26, 2018 in San Francisco

marcus evans will host the 2nd Edition Digital Transformation in Wealth Management Conference on September 24-26, 2018 in San Francisco. This conference will provide wealth managers with practical tools for developing a consistent and firm-wide digital adoption strategy allowing them to expand their client base and offerings. Read more »

Multi-million-dollar reinvestment to enhance BSO’s global customer experience

Global network provider, BSO, today announced significant reinvestment back into the business to support its mission to deliver an even better service to its global customer base.  Read more »

Bynder Announces Integration and Partnership with Hootsuite

Bynder, the global leader in digital asset management (DAM), today announced a new Marketplace integration with Hootsuite, the world's most widely used social media management platform. The integration connects Hootsuitedashboards with creative assets stored in Bynder's portal, enabling users to easily access files for social media content development without the need to download, resize and re-upload each file. Read more »

Union Investment Enhances Work Processes with MobileIron

MobileIron, the secure foundation for modern work, announced today that the fund management company Union Investment successfully implemented its enterprise mobility strategy using MobileIron's platform and the Apple Device Enrollment Program (DEP) and Volume Purchase Program (VPP) in order to secure a dashboard app that speeds up approvals and decision-making processes. Read more »

STOXX and RiskFirst to launch LDI indices

STOXX Ltd., the operator of Deutsche Börse Group’s index business and a global provider of innovative and tradable index concepts, announced today the launch of the new iSTOXX RiskFirst LDI index family as of 23 April 2018. This new offering has been jointly developed with RiskFirst, the UK’s leading provider of risk analytics and reporting solutions to the defined benefit pensions market. Read more »

EToro Adds EOS to Platform

eToro, the global trading and investment platform with over nine million users, has today added EOS onto its platform, bringing the total number of cryptocurrency assets available on the site to ten. EOS is the token linked to one of the most powerful infrastructures for decentralized applications. EOS is a blockchain-based, decentralized system that enables the development, hosting, and execution of commercial-scale decentralized applications (... more Read more »

Digital Asset Opens Developer Program for its Enterprise Smart Contract Language, DAML

Digital Asset,the leading provider of Distributed Ledger Technology for the financial services industry, today unveiled a developer program for its enterprise smart contract language, DAML. The program, which opens today to a wider audience, provides developers with tools and training so that they can use DAML to model sophisticated, multi-party applications that run on the Digital Asset Platform. Read more »

Bamboo Capital Partners Exits from Latin American Microfinance Firm Mibanco

Bamboo Capital Partners (“Bamboo”), the pioneering private equity firm delivering positive social and financial value, today announces that it has exited its investment from Mibanco, Latin America’s largest microfinance bank by asset size, through a divestiture to Credicorp Ltd.  The transaction will see Bamboo selling its shares to Credicorp Ltd. for a total value of PEN 131.1m. This is based on a price per share of PEN 3.95.  Read more »

3rd Global Asset Allocation Focus 2018 will commence in Shanghai this May

3rd Global Asset Allocation Focus 2018 (hereinafter as GAAF2018) will commence on May 17th-18th in Shanghai. GAAF2018 is Organized by CDMC Finance Research Institute (hereinafter as CFRI) and CDMC Group, with the support of Beijing Wealth Management Industry Association, International Wealth Management Association, Alternative Investment Management Association, Association of Family Office in Asia and Association of Private Bankers in Greater... more Read more »

FCI Advisors digitizes client engagement with InvestCloud

InvestCloud Inc., a global FinTech firm, has announced FCI Advisors as the latest wealth manager to adopt its digital platform. FCI will use InvestCloud to digitize services and engagement for its high-net-worth and institutional clients. FCI Advisors has been using InvestCloud’s document storage apps since 2014. The wealth manager has now added new functionality from InvestCloud to give clients the ability to interact with their wealth in more... more Read more »

Kestra Private Wealth Services Leads Another Wirehouse Team to Independence

Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. supporting independent advisor teams nationwide, today welcomed True Alpha Wealth Management (True Alpha) to its platform. Based in Sandusky, Ohio, True Alpha Wealth Management is operated by Brian C. Duttera, President; Elizabeth Skrinak, CFP®, Vice President; and Pat Glasgow, Wealth Management Associate. Collectively, the team... more Read more »

CoInvestor Supports Oxford Capital’s Drive to Fully Digitise Its Tax-efficient Investment Business

CoInvestor, the leading supplier of integrated technology to the alternative asset sector, has been selected by Oxford Capital to support them on their journey of achieving a fully digitised investment process. Investors and advisory firms are increasingly looking for a digital solution to enable them to transact and manage their tax-efficient investments online. CoInvestor provides fund managers and financial advisers with fully integrated... more Read more »

Paroc Group Capacity Expansion Investment in Poland Proceeds According to Plan

Paroc Group has recently launched a capacity expansion programme in its Trzemeszno plant in Poland to support its growth strategy for Central and West Europe. In addition to the positive market situation, two key macro drivers ‒ energy efficiency and fire safety – are expected to increase the demand for insulation materials. Paroc believes that the demand growth will be especially in favour of stone wool insulation materials due to its superior... more Read more »

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