Delta Capita Opens Bangalore Office
- 3 years 8 months ago
- Management, Consultancy
Following recent significant investments in JDX Consulting and Wrexham, Delta Capita (the Financial Services division of Prytek) has selected Bangalore as a prime location for its expanding global footprint. The Delta Capita Bangalore office has opened in Karnataka with a team of 21 and is expected to more than double by June. The new office will support Delta Capita’s CLM (Client Lifecycle Management) managed services business and there are... more
LPA Expands French Presence with New Hire
- 3 years 8 months ago
- Asset Management, Consultancy
LPA, the capital markets technology and advisory firm, today announced the hire of Christophe Bossi as the new Sales Manager for the Asset Management sector for France and Benelux.
novobanco Goes Live with Objectway to Lead the Way in Investment Services
- 3 years 8 months ago
- Asset Management, Wealth Management, Banking
Objectway, a global top 100 wealth, banking & asset management software provider, have partnered with novobanco enabling the leading Portuguese bank to provide an advanced financial advisory experience through a digital advisory platform, including goal-based investment planning, advice execution and risk optimised model portfolio creation.
Moneybox Secures £35m in Series D Funding as AUA Nears £3bn
- 3 years 8 months ago
- Fundraising News, Wealth Management
The funding round was led by Fidelity International Strategic Ventures, existing investors plus new investor Polar Capital, and brings total funds raised by the digital wealth manager to £95 million Founded in 2016, Moneybox supports a community of more than 800k customers as AUA grows >100% YOY Moneybox also announces a second crowdfunding campaign, to enable customers to share and shape its future success
Mediobanca Launches Innovative AgoraPlatform for Automated Issuance and Lifecycle Management of Investment Certificates
- 3 years 8 months ago
- Investment, Management
Mediobanca reduces time to market required for new issues via new process using smart contracts and DLT (Distributed Ledger Technology), confirming its position at the cutting edge of investment certificates automation. Project wins “Innovation Award - Open Innovation: open investment certificate”at MF Banking Awards.
PSL Achieves £80billion of Assets Under Management on the Phoebus Servicing Solution
- 3 years 8 months ago
- Asset Management
Following a hugely successful year of growth for Phoebus Software Limited (PSL), the balances of loans and savings serviced on the Phoebus servicing platform have now increased to over £80 billion.
Fundipedia Adds Automated Workflow for Product Launches to its Platform for Investment Managers
- 3 years 8 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.
Riverside Leads Significant Investment in Australian Events Management Software Provider EventsAIR
- 3 years 8 months ago
- Management
Global Firm Targets International Expansion with Latest Investment The Riverside Company, a global private equity firm, has invested in EventsAIR, an Australian events management software solutions provider for in-person, virtual and hybrid events. Additional investors taking part include EventsAIR’s founder, Trevor Gardiner, several other members of the management team, and incoming CEO Matthew Donegan-Ryan. This substantial investment in... more
DataBP Expands Data Services Business with MarketAxess
- 3 years 8 months ago
- Management, Data
DataBP, the data licensing and commercial management platform, today announced that MarketAxess, the operator of a leading electronic trading platform for fixed-income securities, and the provider of market data and post-trade services for the global fixed-income markets, is leveraging DataBP’s services to support and automate data licensing and post-sales processes.
Refinitiv Wealth Management Report – Getting Personal: How Wealth Firms Can Attract and Retain the Modern Investor – Highlights Data Insights From Investors
- 3 years 8 months ago
- Wealth Management
Alternative assets - 51% of investors globally are familiar with sustainable investments. 44% of advisor-led investors are familiar with ESG factors compared to 53% of self-directed investors. Digital capabilities – 58% of advisor-led investors and 62% of hybrid advisor and self-directed clients state “advisor recommendations” as the most reliable source of information.
Hashdex Names Crypto ETP and ETF Leader Laurent Kssis Managing Director and Head of Europe
- 3 years 8 months ago
- Management, Cryptocurrencies
Leading Crypto ETF Issuer Accelerates its Global Expansion By Establishing A European Presence
Neo Clears $3 Billion Through Its Multi-currency Accounts as Treasurers Seek Alternative to High Bank Fees
- 3 years 8 months ago
- Management, Treasury, Payments
Neo, the treasury management, payments and FX fintech, has cleared $3 billion through its multi-currency accounts, saving clients an estimated $15 million in banking fees, as appetite grows for an alternative to the traditional corporate banking model. The provider launched its multi-currency account offering for corporate treasurers in June 2020 and has seen volumes more than double in the last six months.
100 Women in Finance Announces Dates for Annual Global FundWomen Week
- 3 years 8 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.
Deutsche Börse Group acquires leading fund data manager Kneip
- 3 years 8 months ago
- Fund Management, Data Management
• Kneip is a leading European fund data specialist based in Luxembourg with a broad set of services and long-standing relationships in the asset management industry. • Kneip will benefit from a strong ecosystem within the distribution services in Fund Centre and fund processing activities in Clearstream • This is an important step to further strengthen Deutsche Börse Group’s growth areas of fund services and data
Dan Boardman-Weston appointed CEO at BRI Wealth Management
- 3 years 8 months ago
- Wealth Management, People Moves
Simon Boardman-Weston becomes Executive Chairman BRI now has 44 employees, more than a thousand clients and an annual turnover in excess of £5 million BRI Wealth Management aims to be the leading independent regional Wealth Manager
