Management

Smartkarma Expands to North America with its Innovative Research Platform for Unconflicted and Independent Research in Asian Equities

Smartkarma, Asia’s largest provider of independent investment research, today announced the opening of its New York City office, headed by 30-year industry veteran Warren Yeh. Smartkarma is well positioned to expand into American markets after recently completing its Series B funding round, led by Sequoia Capital. With a base in New York, Smartkarma aims to bring unprecedented on-the-ground reach and insight into Asian markets for US-based asset... more Read more »

Integral Expands Cryptocurrencies Market Data Service

Integral, the financial technology partner trusted by leading banks, brokers, and investment managers to design, deliver and grow their FX businesses, announced today that it has expanded its market data offering for cryptocurrencies to include 14 major cryptocurrencies connecting to all major exchange sources across the U.S., Europe and Asia including Japan and Hong Kong. Read more »

OBJECTWAY ENTERS THE FIRST ELITE BASKET-BOND FROM BORSA ITALIANA

Objectway, one of the leading European players in the development and production of software solutions for wealth and investment management, has gained access to the first collective bond issue – ELITE Basket Bond – issued by Borsa Italiana. The issue amounts to 122 million euro, whose highest share is Objectway's, with a 18 million euro bond.  Read more »

JHC hires ex-Dion head to bolster development delivery

Wealth management fintech firm JHC Systems (JHC), has hired Ron Tomlinson as Head of Solutions Development. Formerly Global Head of Development of Wealth and Post Trade at Dion, Ron brings unrivalled experience heading up wealth management product development teams. He will report to Chief Financial Officer, Gareth Anderson. Read more »

Zopa Re-opens for New Investors

Zopa, the pioneering financial services company, has today announced it has re-opened its platform to new customers. New customers will be able to invest in any of Zopa’s four investment products - Core, ISA Core, Plus, and ISA Plus - and will join more than 60,000 investors in earning attractive returns through Zopa. Read more »

Wealthsimple Launches Socially Responsible Investment Portfolios

Wealthsimple, a global online investment manager, today announced the launch of Socially Responsible Investing portfolios.  Fast-growing fintech first in the UK to offer an easy and accessible way for people to align investments with their values A first of their kind in the UK, Wealthsimple's SRI portfolios offer a low-cost, diversified way for people to save for the future while knowing their money is being invested in socially conscious... more Read more »

Mooreland Partners Advises Balabit on Sale to Quest Software

Mooreland Partners, the leading independent investment bank providing M&A and private capital advisory services to the global technology industry, today announced that it acted as the exclusive financial advisor to Hungary-based Balabit in its sale to leading Texas-based security software vendor One Identity, a Quest Software business. The transaction was publicly announced and closed on January 17, 2018.  Read more »

BnkToTheFuture Raises Initial $30 Million for Tokenized Securities Market and Due Diligence Platform

Financial technology investment platform BnkToTheFuture has raised an initial $30 million for its tokenized equity market and due diligence platform in the first three days of BnkToTheFuture’s token private pre-sale open solely to institutional investors. Read more »

Broadridge Enhances Focus on Global Growth, Creates Broadridge International to Accelerate Next Wave of Growth in EMEA and Asia Pacific

Broadridge Financial Solutions, Inc. today announced the creation of Broadridge International, appointing Tom Carey to head Broadridge’s International efforts, responsible for leading the company’s rapidly expanding efforts and presence in the EMEA and Asia Pacific regions across all business lines. Carey has also been appointed to serve on Broadridge’s Executive Committee. Read more »

HOULIHAN LOKEY ACQUIRES QUAYLE MUNRO LIMITED AND ESTABLISHES A NEW GLOBAL DATA & ANALYTICS GROUP

Houlihan Lokey, Inc., the global investment bank, today announced that it has agreed to acquire Quayle Munro Limited (Quayle Munro), an independent advisory firm that provides corporate finance advisory services to companies underpinned by data & analytics, content, software, and services. The agreement was signed on January 15 and is expected to close following regulatory approvals. Read more »

Raymond James Investment Services Selects Red Deer for MiFIDII Research Compliance

Red Deer, a financial technology company dedicated to enhancing the performance of active investment managers, is pleased to announce that Raymond James Investment Services (“Raymond James”), one of the fastest growing wealth management businesses in the UK today, has selected its MiFID II solution in order to adhere to the regulations that came into effect earlier this year. Read more »

WAY FUND MANAGERS subscribes to OTCFin-Morningstar’s PRIIP KIDs and EPTs service

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 Read more »

Kestra Private Wealth Services Helps Another Wirehouse Team Go Independent

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 Read more »

Assetz Capital launches GBBA series two

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 Read more »

UBS and EPAM Win Best Use of IT Private Banking/Wealth Management for SmartWealth App at Banking Technology Awards

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 Read more »

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