Management

Wealth and Asset Management Firms Are Ahead of Banks in Race to Embrace New Technology – Excelian, Luxoft Financial Services says

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. Read more »

FlexTrade Appoints New Multi-Asset Sales Director, Manuela Bauer

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. Read more »

Fast-growing CoInvestor bolsters client team with three new hires

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.     Read more »

CreditEase Wealth Management Awarded 2017 Best Non-Bank Private Wealth Management Institution in China by The Asian Banker

CreditEase Wealth Management ("CEWM") was named the winner of the "2017 Best Non-Bank Private Wealth Management Institution in China" in The Asian Banker's 2017 China Private Banking and Wealth Management Award Ceremony in Beijing. The Asian Banker is a leading provider of strategic intelligence on the financial services industry and this award was established in 2016 to track the rapid growth of the Chinese private banking and wealth management... more Read more »

GSV Asset Management Announces Strategic Investment from HMC Capital-Led Group

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. Read more »

Concurrent Stockholders Approve Proposal to Sell Content Delivery & Storage Business to Vecima Networks

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).  Read more »

marcus evans to Host the Digital Transformation in Wealth Management Conference on February 7-9, 2018 in New York, NY

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 Read more »

ABN Amro Reveals Digital Wealth Management Unit Prospery in Germany

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.  Prospery, an initiative of ABN AMRO, is the first in Europe to offer a proposition such as this. Read more »

Regal Assets Receives World's First Government-issued Crypto-commodities License for Trading in Bitcoin, Ethereum, Litecoin & Altcoins

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. Read more »

The Group CNP Cyprus Insurance Holdings Ltd Selected IMSplus for Its Insurance Investment Management Operations

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. Read more »

Quant Insight Makes Macro Research Available via RSRCHXchange

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.  Read more »

Mubadala Investment Company Acquires Verno Capital's Private Equity Advisory Unit

Mubadala Investment Company, the Abu Dhabi Government owned company, has acquired Verno Capital's private equity advisory unit to strengthen its internal investment and asset management capability across Russia and the CIS region.  The transaction sees a number of Verno employees transfer to Mubadala, who will now have a complete focus on Mubadala's Russian portfolio and investment pipeline. This comes as Mubadala seeks to grow its Russia... more Read more »

Ohpen Helps de Volksbank Optimize Investment Experience

De Volksbank and Ohpen have successfully completed the migration of over 122,000 investment accounts to Ohpen’s core banking platform. Using The Ohpen API, de Volksbank has now completely and seamlessly integrated its investment services into its internet banking environments, offering a greatly improved investment experience for its customers.  Technological innovation, the basis for an improved investment experience  Read more »

Dubai and Australia Ink FinTech Agreement

The Dubai Financial Services Authority (DFSA) and the Australian Securities and Investments Commission (ASIC) entered into an agreement today that sets out a framework for cooperation on financial technology (FinTech) innovation.  The agreement demonstrates a commitment by both Authorities to provide a regulatory framework that promotes innovation in financial services and regulatory compliance in their respective markets. Read more »

Majority of Asset Managers Expected to Offer ETFs in Next Five Years

Two-thirds (67%) of respondents interviewed for the EY report  Global ETF Research 2017: reshaping around the investor believe most managers will have an ETF offering in the next five years. The new entrants will join a market that is expected to reach US$7.6t globally by the end of 2020. Read more »

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