Management

JHC Neon signs Ireland’s largest wealth manager

6 years 6 months ago
Wealth Management

Wealth management fintech firm JHC Systems (JHC) has today announced that Davy Private Clients has implemented its digital portfolio monitoring tool, JHC Neon (Neon), for its Portfolio Construction Team. Neon will automatically monitor and analyse every client portfolio daily in order to assess all positions, asset allocations and risk profiles within the team’s investment models. Through the system’s unique digital dashboard, Davy will have... more

DriveWealth and Trading Central Announce Strategic Partnership

6 years 6 months ago
Investment Management

DriveWealth, LLC, a leader in global digital trading technology, today announced a strategic partnership with Trading Central, a global leader of financial market research and investment analytics. The new relationship will allow the two companies to leverage the complementary elements of their businesses: seamless, digital, mobile-first transaction capabilities and sophisticated, accessible and actionable financial content.

Abacus Group Wins Best Technology-Overall at 2018 Alt Credit European Services Awards in London

6 years 6 months ago
Investment Management

Abacus Group, a leading provider of hosted IT solutions and application hosting for alternative investment firms, has been recognized as the winner of “Best Technology-Overall” at the 2018 Alt Credit European Services Awards which took place in London on 31st October.

d1g1t Secures Series A Round to Fund the Growth of its Enterprise Wealth Management Platform

6 years 6 months ago
Wealth Management

d1g1t Inc., the enterprise financial technology company serving the wealth management industry, announced today that it has closed its second round, Series A financing to fund the continued growth of its enterprise digital wealth management platform. Powered by advanced analytics and risk management tools, the d1g1t platform offers transparent portfolio management services to professional advisors and their individual investors.

Fusion Wealth Expands Relationship with SEI

6 years 6 months ago
Wealth Management

Fusion Wealth, the bespoke platform solutions provider for wealth managers and large-scale financial planners, has extended its existing long-term relationship with SEI (NASDAQ:SEIC) through a new deal that will see the pair work together until at least 2025.

Portfolio complexity increasing in Fiduciary Management and Outsourced CIO industry

6 years 6 months ago
Investment Management

A new global survey from Milestone Group, providers of OCIO, Delegated and Fiduciary management technology solutions, has revealed that portfolio strategies are growing increasingly complex. Portfolio complexity also looks set to increase, with an even larger majority outlining that they expect the complexity of their portfolios to continue to grow. The implications of a more complex portfolio are extensive, causing OCIO managers to look to... more

Personal wealth platform launches in the UK, eyeing off 27 million households to help financial advisers attract and retain clients

6 years 6 months ago
Wealth Management

A leading wealth portal, myprosperity today launched its platform in the United Kingdom, eyeing off a market opportunity of around 27 million households as it gears up to help Brits better manage their finances and provide advisers with the tools to attract and retain clients. The platform, which has experienced sizeable growth in its home market, Australia, now sees the UK as its next significant opportunity, especially given the openness... more

Aquila Capital to acquire Portuguese hydropower portfolio from EDP

6 years 7 months ago
Investment Management

The alternative investment specialist Aquila Capital has agreed with EDP, Portugal’s biggest energy company, to acquire a portfolio of 21 operational small-scale hydropower plants located in Northern and Central Portugal with a total capacity of approximately 100 MW. The investment marks Aquila Capital’s first step into Portugal’s hydropower market.

BlockEx implements Maker/Taker pricing for partner brokerage growth

6 years 7 months ago
Blockchain, Asset Management

BlockEx, the digital asset exchange provider for institutional-grade financial markets, has announced the implementation of Maker/Taker pricing across its pooled liquidity brokerage network. Adam Leonard, CEO at BlockEx, said: “Partner branded brokerages that sit on our digital-asset trading exchange platform share a single virtual marketplace that pools liquidity. Implementing Maker/Taker pricing is an important tool for our partners to... more

Fenergo Expands into Private Banking and Wealth Management

6 years 7 months ago
Wealth Management, Banking

Fenergo, the leading provider of Client Lifecycle Management solutions (CLM) and services for financial institutions, has announced its expansion into Private Banking and Wealth Management, with the creation of a new division lead by Steve D’Souza.

Tremblant Capital Selects LiquidityBook

6 years 7 months ago
Asset Management

LiquidityBook today announced that Tremblant Capital, a multi-billion global asset management firm, has selected the SaaS-based LBX Buy Side as its full POEMS (portfolio, order and execution management system), with the integrated LBX Connect as its FIX routing network. LBX Buy Side replaced an existing system which was implemented 16 years ago near Tremblant’s inception.

Broadridge and UBS Americas to Redefine Wealth Management Technology in North America

6 years 7 months ago
Wealth Management

Broadridge Financial Solutions, Inc., the world’s largest wealth manager, today announced an innovative strategic partnership where UBS Wealth Management USA will be the anchor client on Broadridge’s new wealth management industry platform. The Broadridge Wealth Platform is a next-generation open platform that will solve a key financial services challenge by creating a modern, industry-level wealth management best-in-class technology solution.

AQUILA CAPITAL WINS SWEDISH RENEWABLE ENERGY AWARD 2018

6 years 7 months ago
Investment Management

Aquila Capital, the alternative investment company, is delighted to announce that it has been voted the winner of the Swedish Renewable Energy Award 2018. The award, given by the Swedish Wind Energy Association (SWEA), was presented during the VIND conference in Stockholm on October 24th. The aim of the award is to highlight role models in the business world that understand the need for renewable energy and the industry’s key role in this... more

Formosa Financial Integrates With BitGo

6 years 7 months ago
Asset Management, Infrastructure

Formosa Financial, the one-stop financial services platform for managing digital assets, has announced a collaboration with BitGo, the market leader in institutional-grade cryptocurrency security to integrate BitGo's custodial services into the Formosa Financial suite of digital asset management tools.