Wintrust to Expand its Investment Management Business, Enters into Agreement to Acquire North American Asset Management Units from Rothschild & Co
- 2 years 1 week ago
- Investment Management
Wintrust Financial Corporation (“Wintrust”) and Rothschild & Co announced they have entered into an agreement for Wintrust to acquire two asset management businesses from Rothschild & Co North America Inc. Wintrust’s subsidiary, Great Lakes Advisors, LLC, agreed to purchase Rothschild & Co Asset Management US Inc.
Seraphim Space Launches New ESG Investment Monitoring Tool
- 2 years 2 months ago
- Investment Management
Seraphim Space Manager LLP (‘Seraphim Space’), the investment manager of Seraphim Space Investment Trust (‘SSIT’ or the ‘Company’), the world's first listed SpaceTech investment company, has launched a new proprietary tool to enhance the analysis of climate, sustainability, and social impact risks for the space technology sector and provide improved sustainable-led practices.
WCM Investment Management Slashes Reconciliation Times Amid Major AUM Growth with Gresham’s Managed Services
- 2 years 2 months ago
- Investment Management
Independent fund and investment manager WCM Investment Management has cut reconciliation time by two-thirds following a tripling of its assets under management (AUM) over the last three years, thanks to the use of Gresham’s Managed Services.
Appital Turquoise BookBuilder™ Goes Live with Norges Bank Investment Management Completing the First Trade
- 2 years 3 months ago
- Investment Management
Appital, the equity capital markets technology solution, and Turquoise, the pan-European MTF, majority owned by London Stock Exchange Group, have launched Appital Turquoise BookBuilder™.
Archer Turns to Salerio to Add Retail Trade Processing
- 2 years 6 months ago
- Investment Management
corfinancial, a leading provider of specialist software and services to the financial services sector, announces that Archer, a leading technology enabled service provider for investment managers, has extended their use of corfinancial’s Salerio® Post-Trade Execution solution to commence trade processing for their retail services.
Lightyear Expands Product Suite
- 2 years 7 months ago
- Investment Management
Fintech startup Lightyear, which launched in the UK last year, announces the addition of highly requested new features: limit orders, auto conversions and exportable activity statements. Lightyear has also formally appointed two of its seed investors as advisors, Wander Rutgers and Joe Cross.
Nucoro Secures Place on Fintech Global’s WealthTech100 2022
- 2 years 7 months ago
- Investment Management
The fourth annual WealthTech100 list for 2022 has been launched today by FinTech Global. The prestigious ranking recognizes the world’s most innovative technology solution providers that address the digital transformation challenges and opportunities faced by banks, wealth management firms and financial advisors.
Fundipedia Adds Automated Workflow for Product Launches to its Platform for Investment Managers
- 2 years 7 months ago
- Investment Management
With Fundi Launch Workflow, investment managers can unify data, automate time-consuming processes, and align their product team around a shared purpose: launching products to market more efficiently and accurately than ever before.
100 Women in Finance Announces Dates for Annual Global FundWomen Week
- 2 years 7 months ago
- Investment, Asset Management, Fund Management, Investment Management, Financial
Conference to take place from October 31st to November 4th, 2022 100 Women in Finance, a global finance industry network, today announces that its 2022 Global FundWomen Week Conference (“GFWW”), the largest global gathering of asset allocators and female investment managers, will be held virtually from October 31st to November 4th, 2022.
Forex Expo 2022 - Your Opportunity to Network and Learn from the Best
- 2 years 8 months ago
- Trading Systems, Investment, Fund Management, Investment Management, Payments, Banking
Date – March 31, 2022 Venue – Parklane Hotel, Limassol Cyprus https://forexexpo.com/
Saxo Bank Welcomes More Female Clients Across All Offices as Globally, More Women Continue to Invest in Higher Numbers
- 2 years 8 months ago
- Asset Management, Investment Management
Saxo has seen a continuous increase in number of female clients across its 16 offices, with women forming 25 percent of new clients globally The majority of new clients are between the age 31-40, and more than 50 percent of new female clients are between the age of 20-40, in line with the global trend that more young people are investing than ever before
Kingswood Launches new Online Cient Portal
- 2 years 8 months ago
- Investment Management, Wealth Management
‘Kingswood Go’ will allow clients to access their investments and hold all of their financial information online and in one place securely Kingswood Go will allow Kingswood to launch their own fully branded client app that delivers compliance confidence and builds client loyalty Providing a single client view, the portal will be available via desktop and mobile app and is driven by technology from wealthtech firm, moneyinfo
How Investing Has Become Accessible for Amateurs
- 2 years 8 months ago
- Asset Management, Fund Management, Investment Management
These days, it seems like everyone can become a successful investor. And the reason for it is that technology continues to revolutionize how people can grow their financial assets. What was once a field for the elite is now accessible to beginners. As a result, we’re seeing new kinds of investments and greater accessibility levels for amateurs, leading ultimately to better consumer engagement. There’s also lower levels because chargeback... more
Bernstein joins Appital as Executing Broker
- 2 years 9 months ago
- Investment Management
Appital, the Equity Capital Marketplace, today announced Bernstein as executing broker on its new bookbuilding platform ahead of launch. Appital brings technological innovation and automation to equity capital markets and improves liquidity discovery and price formation processes of illiquid equity positions.
For Too Long Corporations Have Favoured Short Term Returns Over Social Responsibility. This Could Change in 2022, by Making Sure All Shareholders Can Have Their Voices Heard
- 2 years 9 months ago
- Investment Management
We believe the rise of activist investing can bring much needed accountability and change at a company level in 2022, and those not willing to commit to much-needed ESG targets may lose their competitive edge.