Moneybox Financial Results Set the Pace for the UK Wealth Management Sector
- 4 months 3 weeks ago
- Wealth Management
Moneybox, the award-winning wealth management platform, has today released its 2024 Annual Report, unveiling a blockbuster set of results that further cement its position as one of the UK’s fastest-growing wealth management platforms. As of December 2024, Moneybox was supporting more than 1.3 million customers, and has seen accelerating growth and profitability in recent years as it continues to help people build wealth with confidence.
Northern Trust Mutual Fund Servicing Relationship with Morningstar Investment Management Extended
- 4 months 3 weeks ago
- Asset Management
Northern Trust today announced the continuation of its comprehensive asset servicing relationship with Morningstar Investment Management, supporting nine multi-managed registered mutual funds with approximately $5 billion in assets under management.
FNZ Reaches Record Milestone of US$2 Trillion in Assets on Platform
- 4 months 3 weeks ago
- Asset Management
FNZ, the global wealth management platform, has today announced that it has reached a record milestone of US$2 trillion in Assets on Platform. This achievement reinforces FNZ’s leadership position in the global wealth industry and highlights its growing role in transforming the way wealth management services are delivered.
Sygnum and Incore Expand Partnership to Scale and Future-Proof B2B Digital Asset Banking
- 4 months 3 weeks ago
- Asset Management
Sygnum, a global digital asset banking group and Incore Bank, the leading Swiss B2B transaction bank with a significant network of banks, financial intermediaries, fintechs and corporates, announce an expanded partnership focused on scaling and future-proofing their respective B2B banking networks. Since 2019, Incore Bank has been one of Sygnum’s partners for regulated traditional security custody and brokerage, as well as for providing secure... more
Openbank Partners with Upvest to Deliver Modern Investing at Scale
- 4 months 4 weeks ago
- Asset Management
Openbank, part of the Santander Group, has chosen Upvest as its new investment infrastructure provider. By integrating Upvest’s Investment API, Openbank is strengthening its investment offer with a modern experience and deep localisation in the German market.
FNZ Launches Advisor AI to Redefine Advisor Productivity and Scale Personalized Advice
- 4 months 4 weeks ago
- Wealth Management
FNZ, the global wealth management platform, has today announced the global launch of FNZ Advisor AI, a generative AI solution embedded directly into FNZ’s market leading wealth management platform. The solution will help financial advisors enhance productivity, deliver more personalized advice and serve more clients at scale. The modern advisor’s context
Sygnum Bank Announces SUI Support for Clients on the Back of Serving as Banking Partner to Sui Foundation
- 5 months 1 week ago
- Asset Management
Sygnum, a global digital asset banking group, today announces a variety of accessible custody, trading, and lending solutions for layer-one cryptocurrency, SUI, broadening access for professional and institutional clients to the Sui ecosystem. Sygnum’s regulated product portfolio and bank-grade infrastructure provides Sui with a trusted gateway to tap into the accelerating inflows from financial institutions, banks, asset managers and High Net... more
Broadridge Partners With Uptiq to Modernize Wealth Management With AI‑Powered Wealth Lending Solutions
- 5 months 1 week ago
- Wealth Management
Broadridge Financial Solutions, Inc., a global Fintech leader, today announced a new strategic partnership and minority investment in Uptiq, an AI platform for financial services.
MAPFRE AM Nears €40 Billion in Assets Under Management, Making It the Largest Non‑Bank Asset Manager in Spain
- 5 months 1 week ago
- Asset Management
MAPFRE AM, the asset manager of the MAPFRE Group, closed the first half of the year with €39.67 billion in assets under management, consolidating its position as the largest non-bank asset manager in Spain. MAPFRE Inversión, the parent company of MAPFRE AM, recorded a profit of €25.95 million, 19.4% higher than the previous year, marking the highest figure for that period.
Socure Launches Global Expansion Of RiskOS™, Delivering Instant Identity And Risk Decisioning Across Every Country And Market
- 5 months 2 weeks ago
- Risk Management
Socure the leading provider of artificial intelligence for digital identity verification, compliance, sanctions screening, and fraud prevention in over 190 countries, today announced the continued global expansion of its RiskOS™ platform, marking a major milestone in unifying identity, fraud, KYB and compliance decisioning across all regions, industries, and customer segments.
New Wealth Management Platform Stratiphy Launches to Unlock Access to Personalised Investment Strategies
- 5 months 2 weeks ago
- Wealth Management
New personalised wealth management platform, Stratiphy, has launched to empower investors to take control of their investments and to meet their individual goals and risk appetite.
BIBD Securities Sdn Bhd Enhances Wealth Management Service Offering With Avaloq Platform
- 5 months 2 weeks ago
- Wealth Management
BIBD Securities Sdn Bhd (BIBDS), a wholly owned subsidiary of Bank Islam Brunei Darussalam Berhad (BIBD) and part of Brunei’s largest financial group, has successfully migrated its wealth management operations to the Avaloq platform. This marks a key milestone in BIBD’s digital transformation journey, allowing BIBDS to offer personalized, Shariah-compliant investment services to its growing base of affluent clients.
Trovata Acquires ATOM, Unlocking Full Treasury Management Capabilities to Redefine Corporate Treasury
- 5 months 3 weeks ago
- Treasury
Trovata, the next-generation multibank data platform powering cash and liquidity management for today's leading companies, announced its acquisition of ATOM, the enterprise Treasury Management System (TMS) developed by Financial Sciences Corporation. This move marks a bold step forward in Trovata's mission to modernize and democratize treasury technology, unlocking the full capabilities required to serve large global enterprises.
FNZ Announces Strategic Partnership With Microsoft to Accelerate the Transformation of the Wealth Management Industry
- 5 months 3 weeks ago
- Wealth Management
FNZ, a leading end-to-end wealth management platform has today announced a global, five-year strategic partnership with Microsoft to transform the wealth management industry through technology, innovation and AI-driven digital solutions. The partnership combines FNZ’s industry-leading technology, wealth management expertise and global reach with Microsoft’s advanced AI capabilities, cloud infrastructure and engineering excellence.
PNC Bank, Coinbase Announce Strategic Partnership to Advance Digital Asset Solutions and Expand Banking Services
- 5 months 3 weeks ago
- Asset Management
PNC Bank today announced a strategic partnership with Coinbase aimed at expanding access to trusted, secure, and innovative digital asset solutions to PNC's banking clients and institutional investors. PNC will also provide select banking services to Coinbase, reflecting both companies' commitment to a more resilient digital financial system.
