Apex Partners with Calypso to Provide Middle and Back-office Services to Ardent Financial
- 4 years 8 months ago
- Management, Infrastructure
Apex Group Ltd. (“Apex”), a global financial services provider, announces today that it has been appointed to provide front to back office solutions to FCA regulated global securities dealer Ardent Financial Limited (“Ardent”) using Calypso Technology Inc. (“Calypso”) management and reporting platform. These services will complement Apex’s existing provision of custody services to Ardent.
Moneyfarm Reports Steady Growth Despite Volatile Investment Market
- 4 years 8 months ago
- Wealth Management
Moneyfarm, Europe’s leading digital wealth manager, today reports steady year-on-year growth in revenues, up from £1.61 million in 2018 to £2.72 million in 2019, while pre-tax losses have fallen. Bolstered by the financial backing from Allianz Asset Management and Poste Italiane in its latest series C funding round last year, Moneyfarm has invested heavily in its advice offering and has continued to expand its customer base through innovative... more
New Research Finds 2021 Financial Plans to be Driven by Consumer Spending, Remote Workforce Enablement and the Presidential Election
- 4 years 8 months ago
- Management
OneStream Software, a leader in corporate performance management (CPM) solutions for mid-sized to very large enterprises, announced the results of its “Enterprise Financial Decisio
Citibank Introduces "Move Money to Citi" Mobile Banking Service Providing a One-Stop Digital Wealth Management Service
- 4 years 8 months ago
- Wealth Management, Banking
In view of increased client need for wealth management via digital channels, Citibank has long been devoted to bringing innovative banking experiences to clients. "Move Money to Citi" service was recently launched in the Citi Mobile® App to facilitate real-time money transfer from accounts at other banks to Citibank accounts upon registration.
Bankia Accelerates Democratization of Wealth Management With Avaloq
- 4 years 8 months ago
- Wealth Management
Bankia, the fourth largest financial institution in Spain¹, has selected Avaloq’s on-premises solution to support the bank’s aspiration to further grow its wealth management business. Bankia, which selected Avaloq after a highly competitive tender process, is the wealthtech’s first Spanish banking client.
Allianz Global Investors Selects thinkFolio Managed Service to Drive Global Fixed Income Platform Evolution
- 4 years 8 months ago
- Investment Management
Allianz Global Investors, a leading active asset manager, has adopted IHS Markit's leading investment management platform, thinkFolio, as the strategic decision support solution for its global fixed income business. The firm will leverage thinkFolio as a managed service hosted on the Amazon Web Services (AWS) cloud.
66% of P2P Investors Say Reliability is of Essence
- 4 years 9 months ago
- Covid-19, Investment Management
A survey carried out by the European P2P lending platform Robo.cash shows that most investors view the pandemic as a source of valuable lessons. 2 out of 3 respondents think that the crisis has not hit the P2P segment too hard, but it has revealed the importance of being more careful choosing a platform to invest on.
Avaloq Creates New Global Business Consulting Function to Complement Its Client Offering
- 4 years 9 months ago
- Wealth Management, Banking, People Moves
Alain Gloden has been appointed as Global Head of Business Consulting to lead the company’s newly launched service. He is based in Zurich and reports to Paco Hauser, Avaloq’s Group Head of Markets.
Huobi Tech’s (1611.HK) Asset Management Subsidiary obtained SFC Type 4 and Type 9 licenses
- 4 years 9 months ago
- Securities Services, Asset Management, Regulatory Standards
Huobi Asset Management (Hong Kong) Limited (the “Company”), the wholly-owned asset management subsidiary of Huobi Technology Holdings Limited (1611.HK), is pleased to announce that it was granted with Type 4 (advising on securities) and Type 9 (asset management) licenses by the Securities and Futures Commission (the “SFC”) on 31 July 2020 to conduct the respective regulated activities.
thinkFolio and Investor Access advance fixed income primary market workflow
- 4 years 9 months ago
- Trading Systems, Asset Management, Investment Management
thinkFolio, a leading multi-asset class investment management platform from IHS Markit, has integrated with Investor Access, making it the first portfolio and order management platform to provide seamless fixed income primary market workflow for the buy side community.
Leading PPC expert Claire Jarrett urges SMEs to take back control of their Google Ads
- 4 years 9 months ago
- Covid-19, Management
Britain’s small businesses are being urged to cash in on Google’s free ad voucher scheme and take charge of their own campaigns rather than entrusting the health of their business to an external agency by one of the industry’s leading PPC experts.
Huobi launches digital asset management platform and custody services for institutions
- 4 years 9 months ago
- Asset Management, Custody
Huobi Institution, is announcing the launch of a digital asset management platform and custody services for institutions. The platform matches qualified institutional investors and high-net-worth individuals with fully-vetted quantitative trading teams in a secure and reliable environment managed by Huobi.
Uzbekistan’s People’s Bank Selects Finastra to Transform Risk Management Business
- 4 years 9 months ago
- Risk Management
Finastra announced today that People’s Bank, a retail and commercial bank in Uzbekistan, is deploying Fusion Risk. The technology will automate the bank’s risk management business, enabling it to become more efficient, whilst managing all types of risk including credit, market, operational, liquidity and interest rate.
Refinitiv acquires Advisor Software Inc. further expanding its digital capabilities for the wealth management industry
- 4 years 9 months ago
- Wealth Management
Refinitiv announced the acquisition of strategic assets from Advisor Software Inc. (ASI), adding key digital functionalities to Refinitiv’s Wealth Management offering including enhanced digital advice capabilities and digital portfolio analysis.
Refinitiv acquires Advisor Software Inc. further expanding its digital capabilities for the wealth management industry
- 4 years 9 months ago
- Wealth Management
Refinitiv announced the acquisition of strategic assets from Advisor Software Inc. (ASI), adding key digital functionalities to Refinitiv’s Wealth Management offering including enhanced digital advice capabilities and digital portfolio analysis.
