Management

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 »

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 »

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