Globaleye Launches New Digital Platform to Revolutionize Wealth Management in UAE
- 1 year 10 months ago
- Wealth Management
International independent wealth advisory firm, Globaleye, today launched a new hybrid wealth management solution, offering both – digital-only and hybrid wealth advice. Globaleye 3.0 will address a gap within the region for efficient, highly personal, digital advice.
Indosuez Wealth Management Acquires a Majority Stake in Wealth Dynamix, a Fintech Specialising in Client Relationship Management for Private Banks
- 1 year 11 months ago
- Wealth Management
Today, Indosuez Wealth Management acquired 70% of Wealth Dynamics Ltd. (« Wealth Dynamix »), a fintech founded in 2012 that provides Client Lifecycle Management solutions to private banks, and wealth management and asset management firms worldwide.
FNZ Acquires YieldX, Accelerating Wealth Management Solutions Across the U.S. Market
- 1 year 11 months ago
- Wealth Management
FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed-income portfolio management technology, optimization services and direct indexing tools for the wealth management industry.
FNZ Appoints Group Chief People Officer to Further Strengthen its Global Leadership Team
- 1 year 11 months ago
- Wealth Management
FNZ, the leading global wealth management platform, has bolstered its global leadership team with the appointment of Renata Mrazova as Group Chief People Officer, based in Prague. In her new role, she will be focused on developing FNZ’s long-term people strategy, ensuring that the company continues to build the structure, talent and capabilities needed as it accelerates its mission of opening up wealth.
Bondsmith Becomes a Principal Member of the Visa Network to Introduce Neo Banking Capabilities for Wealth Management Firms
- 1 year 11 months ago
- Wealth Management
Bondsmith, the UK's leading provider of cash management and savings solutions to the wealth management industry, has become a principal member of Visa, a world leader in digital payments, to further its mission of improving the wealth management industry through embedded banking services.
One of the Largest Private Banks in India Goes Live with Intellect Digital Wealth Solution for its Gujarat International Finance Tec-City (GIFT City) Branch
- 1 year 11 months ago
- Wealth Management
Intellect Design Arena Ltd, a cloud-native, future-ready multi-product FinTech company for the world’s leading financial and insurance clients, went live with its front office solution, RM Office Lite, at one of India’s largest private banks. The solution was earlier deployed at two of the bank’s international booking centres; this implementation is now live at one of India’s potentially major financial centres - Gujarat International Finance... more
Empaxis and EXL Join Forces to Help Wealth Management Firms
- 2 years 1 day ago
- Wealth Management
Empaxis, experts in the middle- and back-office operations for wealth and asset managers, announced a partnership with EXL, a leading data analytics and digital operations and solutions company. Pairing Empaxis' extensive middle- and back-office expertise, with EXL's proven data, analytics, and digital operations capabilities, this alliance will allow both firms to scale their wealth management solutions offerings.
A Leading US Financial Institution Selects Temenos to Modernize its Wealth Management Platform in the Cloud
- 2 years 1 week ago
- Wealth Management
Temenos today announced that a leading US financial institution is extending its relationship with Temenos to include its international private banking business. The Temenos wealth management platform will support the bank’s strategic transition to a cloud-based core banking system and help drive growth in Europe and the Asia-Pacific (APAC) as it looks to transform its operations and drive efficiencies at scale while offering first-class... more
tendy Partners with WealthKernel to Boost Financial Literacy in UK Teens
- 2 years 1 week ago
- Wealth Management
WealthKernel, a wealthtech provider of digital investment services, today announces its partnership with tendy, an educational investment platform for UK teens. tendy will use WealthKernel’s core investing infrastructure, including trading and custody services, fractional stocks and ETFs, client onboarding (KYC), and access to different account types.
Navian Tech Receives a New Order and Increases Their Order Book by 10.5%
- 2 years 3 weeks ago
- Wealth Management
Navian - a proptech company working on digitalising real estate developments and investments - secured a new deal through its platform's solutions. The property transaction was executed entirely through this new method and shows a strong demand for digital solutions.
PIMFA Welcomes FCA Proposals for a Simplified Advice Regime
- 2 years 3 weeks ago
- Wealth Management
PIMFA, the trade association for wealth management, investment services and the personal investment and financial advice industry, has welcomed the Financial Conduct Authority’s (FCA) proposals for a simplified advice regime to encourage more consumers to seek financial advice and reduce the cost burden of advice for relatively simple financial decisions.
Navian Finalist at Nordic PropTech Awards 2023
- 2 years 1 month ago
- Wealth Management
Swedish PropTech Navian has been nominated as one of four finalists for the Nordic PropTech Awards 2023 in the category "Invest & Finance”. The competition highlights and recognises the best new PropTech companies in the Nordic real estate industry. A jury of six people assesses successful work, a professional way of working and what results have been achieved during the last year.
Investment Platform Third Financial Helps New Wealth Manager to £500M
- 2 years 1 month ago
- Wealth Management
A UK wealth manager has grown its assets under management to more than £500 million with the support of investment platform Third Financial, becoming the North West’s largest independent discretionary manager. The firm is one of a series of high-profile client renewals for Third Financial.
Evelyn Partners Recruits New Partner as Head of Fraud and Financial Crime to Lead Forensic Investigations
- 2 years 1 month ago
- Wealth Management
Leading UK professional services firm Evelyn Partners today revealed a significant move to strengthen its Forensic Services team with the appointment of Annabel Kerley FCA as Head of Fraud and Financial Crime. As a Partner specialising in investigations Annabel will build and grow Evelyn Partners’ Forensic Services practice, working closely with David Alexander, Head of Forensic Services, and John Holden, Head of Forensic Technology.
Northern Trust Names New Asia Pacific Head of Digital Assets Innovation
- 2 years 1 month ago
- Wealth Management
Northern Trust has hired Alvin Chia as its head of Digital Assets Innovation for Asia Pacific.
