Wealth Dynamix Launches First Simplified Client Lifecycle Management Benefit Calculator for Wealth Managers
- 2 years 6 months ago
- Wealth Management
Wealth Dynamix today announces that they have launched the first CLM benefit calculator for Wealth Managers.
Marygold acquires the UK's Tiger Financial & Asset Management
- 2 years 6 months ago
- Wealth Management
Marygold & Co. Limited has announced completion of its acquisition of Tiger Financial & Asset Management Limited, (“Tiger”) a UK based investment adviser. Based in Boughton, Northampton, England, Tiger has approximately £42 million in assets under advice. The firm’s core business is managing clients’ financial wealth across a diverse product range.
WTax and QPLIX Partner to Enhance Withholding Tax Recovery Yield for Investors
- 2 years 6 months ago
- Wealth Management
WTax, the leading withholding tax (WHT) recovery specialist that provides wholly outsourced WHT recovery solutions, has partnered with QPLIX, a leading provider of wealth management software that digitises the management of complex financial assets and supports wealth reporting processes.
25th Edition Capital Management for Banking Institutions
- 2 years 6 months ago
- Wealth Management
In recent years, the Basel IV capital regulations and amendments have put banks under large amounts of pressure to place the right measures, controls and models to understand these regulations’ impact on capital. With capital positions weakening, banks were forced to change their focus from capital optimisation to resource deployment, something which delayed Basel IV implementation. Additionally regulations such as the FRTB ad SA-CCR, impacting... more
HeyTrade Teams Up with Nucoro to Form API-Technology Partnership
- 2 years 6 months ago
- Wealth Management, Cloud
Leading wealthtech platform provider Nucoro has announced that its client HeyTrade, a Spanish-based fintech, has launched a new global investment platform that simplifies investment in stocks and ETFs across 12 European and US markets. New entrant, HeyTrade, leveraged the Nucoro platform to create a fully realised platform in just under a year.
Wealth Dynamix Now Powers Four of the Best Wealth Managers for Ultra-high Net Worth Individuals in the World
- 2 years 6 months ago
- Wealth Management
Wealth Dynamix today announces that they are currently providing fully digitalised Client Lifecycle Management (CLM) solutions for the four companies with the top-performing wealth managers in the world - Rothschild & Co, Mirabaud, Rathbones and Cazenove Capital as reported by Spears in which 5 of the top ten wealth managers work for firms using our CLM systems.
Indian Startup LXME Featured in the Official Platinum Jubilee Pageant Commemorative Album
- 2 years 6 months ago
- Wealth Management
Setting an example of leading women empowerment in India, fintech startup LXME has been featured in the Official Platinum Jubilee Pageant Commemorative Album, released in the honour of Elizabeth II, the Queen of the United Kingdom. The prestigious Official Platinum Jubilee Pageant Commemorative Album charts the trials and triumphs of The Queen’s 70-year reign and also features a select number of outstanding individuals and organizations from... more
iBG Finance Announces Forthcoming Investment Portal Launch
- 2 years 6 months ago
- Wealth Management
Premier diversified wealth management platform iBG Finance has announced the impending launch of its iBG Investment Portal. A subsidiary of publicly traded Nevada blockchain, decentralized finance (DeFi), and cryptocurrency-focused investment company ICOA Inc. (OTC: ICOA), iBG Finance is on a mission to simplify blockchain investment for both crypto novices and seasoned traders new to the DeFi space. Its upcoming aggregator promises to do just... more
Wealth Dynamix Partners with Unblu Putting Clients at the Centre of Digital Strategy
- 2 years 7 months ago
- Wealth Management
Wealth Dynamix today announces they have partnered with Unblu to integrate their secured conversational multi-channel platform to Wealth Dynamix Client Lifecycle Management solutions offering new ways of engaging with HNW end clients.
Moneybox is Crowdcube’s Most Popular Crowdfunding Campaign this Year, with Over 15,000 People Investing £6.25Million in 72 Hours
- 2 years 7 months ago
- Wealth Management
After just 72 hours, award-winning digital wealth manager, Moneybox, has closed its second crowdfunding campaign. Over 3 days, more than 15,000 people invested over £6.25million in what is Crowdcube’s most popular crowdfunding campaign of the year so far. Moneybox now holds the record for the second and third most popular crowdfunding campaigns in Europe, ever!
Pello Capital Increases Customers by 3000% Following Zoho Partnership
- 2 years 7 months ago
- Wealth Management
Pello Capital is a wealth management and stockbroking firm, which revolutionised processes and services to vastly improve customer and employee experiences. The traditionally slow-moving industry is often hampered by antiquated technology which leaves it struggling to innovate. Since buying out the company in 2017, CEO Daniel Gee and his partner Nick Josh have modernised the company, turning the industry on its head, while driving fast growth... more
PIMFA Launches ‘PIMFA WealthTech’ Supported by Morningstar
- 2 years 7 months ago
- Wealth Management
PIMFA, the trade association for the wealth management, investment services and the investment and financial advice industry, is pleased to announce the launch of PIMFA WealthTech.
Kingswood Appoints New Technology Leader to Support Best-in-class Tech Initiatives
- 2 years 7 months ago
- Wealth Management
Kingswood Holdings Limited, the international, fully integrated wealth and investment management group, is today pleased to announce the appointment of Christopher Calvocoressi as Technology Transformation Lead. In his role, Christopher will be responsible for leading Kingswood’s technology transformation agenda and will also head up the further development of Kingswood Go, a recently launched online portal which allows clients to access their... more
iBG Introduces Diversified Investment Portal
- 2 years 8 months ago
- Wealth Management
iBG Finance a Decentralized Finance (DeFi) wealth management platform and sister-concern of ICOA Inc (OTC Pink: ICOA), has announced the tools it has developed to enable ‘crypto newbies’ with simple, educational and safe access to the burgeoning world of decentralised finance (DeFi).
HCL Technologies Expands Global Partnership with Avaloq to Accelerate Innovation in Digital Wealth Management
- 2 years 8 months ago
- Wealth Management
HCL Technologies (HCL), a leading global technology company, has expanded its global partnership with Avaloq, a leading provider of digital banking solutions. HCL will now develop a world-class lifecycle management center for Avaloq clients and invest in ongoing training and development for
