FusionIQ Continues Building End-To-End Digital Wealth Management Platform With Latest Fintech Partnership
- 2 months 1 week ago
- Wealth Management
FusionIQ, the leader in digital wealth management, today announced a strategic partnership with The Greens to provide a market-leading digital wealth platform experience in conjunction with The Greens' custody and broker-dealer offerings, Green Pier.
Merck Selects Broadridge To Transform Treasury Operations With Real-Time Account Visibility
- 2 months 1 week ago
- Treasury
Broadridge Financial Solutions, Inc., a global Fintech leader, today announced that Merck has selected Broadridge to implement Swift's new Instant Cash Reporting service through its Swift Service Bureau (SSB) and SCORE+ services. The comprehensive solution enables Merck to transform treasury operations with real-time, on-demand access to balance and transaction information of more than 400 accounts globally.
GCEX Group Acquires GlobalBlock To Accelerate Growth Amongst Wealth & Asset Managers
- 2 months 2 weeks ago
- Wealth Management
Leading regulated digital prime broker GCEX (GCEX Group) has acquired GlobalBlock Europe UAB, a specialist crypto brokerage and asset management firm focused on high-net-worth individuals (HNWI) with over $60 million in client assets. This strategic transaction marks a natural expansion for GCEX from its established OTC, conversion and technology business into a broader digital assets proposition for asset and wealth managers.
BVI Finance To Engage Asia’s Digital Asset Leaders At Token2049 Singapore: Structuring For Global Growth
- 2 months 2 weeks ago
- Asset Management
BVI Finance will participate in Token2049 Singapore, Asia’s flagship digital asset conference, to showcase how the British Virgin Islands (BVI) empowers founders, fintech executives, and crypto market leaders to expand globally with confidence.
Real Time Data And Compliance Workflows Automation Essential To Solving Widespread Risk Screening Delays Plaguing Financial Industry, Finds LSEG Study
- 2 months 2 weeks ago
- Risk Management
LSEG has today released a preview of findings from the latest LSEG Risk Intelligence global market survey which will be published in its entirety in a white paper “Operating at the Speed of Crime: The Case for Real-Time Risk Intelligence” to be released September 30th at the SIBOS conference in Frankfurt.
Jacobi Partners with Charles River to Empower Scalable Model Portfolio Management
- 2 months 2 weeks ago
- Asset Management
Jacobi Inc. today announced its integration with the Charles River Investment Management Solution (Charles River IMS), supporting institutional asset managers and wealth managers in scaling their model portfolio capabilities. The API-driven integration enables clients to seamlessly construct, customise, and manage investment models within Jacobi, and transmit them directly into Charles River IMS for implementation. This streamlines workflows and... more
ARK Invest Surpasses $1 Billion in AUM Across Its European Funds
- 2 months 2 weeks ago
- Asset Management
ARK Invest Europe announced today it has surpassed $1 billion in assets under management (AUM) across its European fund ranges, having started 2025 at $446m. The milestone comes exactly two years after ARK Investment Management LLC acquired Rize ETF in September 2023 and subsequently launched 3 ARK ETFs in April 2024. Surpassing this milestone underscores the growing demand from European allocators for active, high-conviction exposure to... more
Access PaySuite Launches AI-Powered Income Management EVO to Transform Public Sector Financial Management
- 2 months 3 weeks ago
- Management
With public sector teams under increasing pressure from more demand, limited resources and disconnected systems, Access PaySuite has unveiled Income Management Evo, its next generation, AI-powered software experience.
FNZ and AJ Bell Extend Long-Term Partnership with New 10-Year Agreement
- 2 months 3 weeks ago
- Wealth Management
FNZ, the global wealth management platform, and AJ Bell, one of the UK’s leading investment platforms, today announced a new 10-year agreement, further strengthening their successful partnership that has been in place since 2009. The new agreement will see FNZ continue to provide the core technology that supports AJ Bell’s dual-channel platform, one of the fastest growing businesses in the UK platform market, supporting advised and direct-to-... more
CWAN Enhances Alternative Assets Solution to Tackle $2.5 Trillion Private Credit Market
- 2 months 3 weeks ago
- Asset Management
Clearwater Analytics, a leading technology provider for investment management, today announced significant enhancements to its Alternative Assets Solution at its annual user conference, Connect ’25, that directly address the scalability and compliance challenges facing the $2.5 trillion private credit market.
Thomson Reuters and Ledgible Partner to Simplify Digital Asset Tax Reporting for Businesses
- 2 months 3 weeks ago
- Asset Management
Thomson Reuters, a global content and technology company, announces a partnership with Ledgible, the leading platform for digital asset tax and accounting. The partnership integrates Ledgible's digital asset tax expertise with Thomson Reuters ONESOURCE Tax Information Reporting (OTIR) platform. The combined solution automates transaction tracking, cost basis reporting, and regulatory compliance for cryptocurrency transactions.
Cboe Europe Derivatives to Launch FLEX Options in Europe, Expanding Risk Management Toolkit for European Investors
- 2 months 3 weeks ago
- Risk Management
Cboe Europe Derivatives (CEDX), a leading pan-European equity derivatives marketplace and part of Cboe Global Markets, Inc. (Cboe: CBOE), today announced at Cboe's 2025 Risk Management Conference in Munich, Germany, its plans to launch Cboe FLexible EXchange® options (FLEX options) in Europe, marking a significant step forward in providing tailored risk management tools for institutional investors across the region. The new contracts are... more
Vixio Unveils Global Stablecoin Outlook as Regulators Move to Define the Future of Digital Assets
- 2 months 3 weeks ago
- Asset Management
Vixio, a leading provi
HSBC Deploys Wealth Intelligence for Its Wealth Management Staff to Enhance Client Experience
- 2 months 3 weeks 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
- 2 months 3 weeks 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.
