HSBC Deploys Wealth Intelligence for Its Wealth Management Staff to Enhance Client Experience
- 3 months 6 days ago
- Wealth Management
HSBC Private Bank today announced the launch of Wealth Intelligence, a generative AI-powered ecosystem, for its client-facing staff members, investment counsellors and product specialists to provide its clients with quality market insights and personalised investment strategies.
Trade Republic Expands From Brokerage to Wealth Management
- 3 months 1 week ago
- Wealth Management
Trade Republic, Europe's largest savings platform, continues to grow, surpassing 10 million customers, across 18 European markets and more than 150 billion euro in assets under management. Through strategic partnerships with Apollo and EQT, Trade Republic expands its services to offer access to Private Markets. In the coming months, the bank will roll out two additional asset classes, each 30 days apart.
Next Generation NGPES Integrates Chainalysis Technology to Mitigate Risks
- 3 months 1 week ago
- Risk Management
Next Generation NGPES, a France-based fintech company, has integrated technology from leading blockchain data platform Chainalysis into its systems. The move comes as the firm finalizes the launch of its new-generation payment ecosystem NGPES and a regulated EUR-pegged stablecoin, both designed to bridge traditional (TradFi) and digital finance.
Binance And Franklin Templeton to Develop Digital Assets Initiatives and Products
- 3 months 1 week ago
- Asset Management
Binance, the world’s leading cryptocurrency exchange by trading volume and users, and Franklin Templeton, a global investment leader with $1.6 trillion in assets under management, announced a collaboration to build digital asset initiatives and solutions tailored for a broad range of investors.
Jack Henry Strengthens Wealth Management Services With Bits of Stock
- 3 months 1 week ago
- Wealth Management
Jack Henry™ announced a strategic alliance with Bits of Stock, enabling financial institutions to provide fractional shares of stock as rewards on everyday spending.
Citi to Deliver New Customized Portfolio Offering Powered by BlackRock to Citi Wealth Clients Globally
- 3 months 2 weeks ago
- Wealth Management
Citi Wealth today announced the selection of BlackRock to create a new portfolio offering for its clients – Citi Portfolio Solutions powered by BlackRock. This offering will combine the strategic investment advisory and planning capabilities of the leading global bank with the investment management and technology strengths of one of the world’s preeminent asset managers.
Sygnum Asset Management Expands Investment Solutions to Germany and Liechtenstein
- 3 months 2 weeks ago
- Asset Management
Sygnum, a global digital asset banking group, announces the expansion of its Asset Management offerings to Germany and Liechtenstein, marking a significant milestone in the firm’s European growth strategy. The expansion enables institutional and wholesale investors in these markets to access selected parts of Sygnum’s crypto investment solutions.
CrediaBank Goes Live on Profile Software’s Risk & Compliance Solution
- 3 months 3 weeks ago
- Risk Management
Profile, a leading international financial solutions provider, announces the successful go-live of a major upgrade to its robust risk and compliance solution, RiskAvert, at CrediaBank, a prominent and dynamically growing banking institution in Greece with a clear identity and mission in the Greek banking sector. The implementation enables compliance with the new Basel IV (CRR III) regulatory framework and addresses a wide range of risk... more
Zuora Expands Partnership with Workday to Simplify Revenue Management and Improve Financial Accuracy
- 3 months 3 weeks ago
- Management
Zuora, Inc., a leading monetization platform for modern business, today announced an expanded partnership with Workday, Inc., combining Zuora’s order-to-cash automation with Workday Financial Management. This partnership will give business to consumer (B2C) companies a simpler way to handle complex billing and revenue streams – whether from subscriptions, usage-based pricing, special offers, or hybrid models.
Standard Chartered and Ant International Collaborate on AI-Powered Treasury and FX Management Solutions
- 3 months 3 weeks ago
- Treasury
Standard Chartered and Ant International today announced a new collaboration to introduce an AI-Powered Treasury and FX Management Solution that integrates Ant International’s Falcon Time-Series Transformer (TST) Model with Standard Chartered’s Aggregated Liquidity Engine (SCALE). Standard Chartered and Ant International are active Pathfinder institutions in MAS’ financial sector PathFin.ai programme, and this collaboration is a leading example... more
Moneybox Financial Results Set the Pace for the UK Wealth Management Sector
- 4 months 1 day 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 1 day 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 2 days 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 2 days 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 3 days 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.
