PIMFA Welcomes FCA Proposals for a Simplified Advice Regime
- 1 year 12 months ago
- Wealth Management
PIMFA, the trade association for wealth management, investment services and the personal investment and financial advice industry, has welcomed the Financial Conduct Authority’s (FCA) proposals for a simplified advice regime to encourage more consumers to seek financial advice and reduce the cost burden of advice for relatively simple financial decisions.
Block Scholes Welcomes D2X as its Newest Client
- 1 year 12 months ago
- Asset Management
Today marks a huge success for Block Scholes as we welcome D2X, the digital asset derivatives exchange soon-to-be-regulated in the EU*, to our growing list of clients seeking more professional crypto investment tools. D2X will integrate Block Scholes’ data into their pricing tools and risk systems.
Fintech Platform FINOM Continues European Expansion with Netherlands Launch
- 1 year 12 months ago
- Management
FINOM, the fast-growing mobile-first financial management platform for SMEs and freelancers has continued its European expansion with its launch into the Netherlands today. The announcement marks another milestone in the company’s ambitious growth plan, having recently launched into the UK and become the fastest-growing financial services app for professionals and SMEs in Germany.
Oatly Selects ION Treasury’s IT2
- 1 year 12 months ago
- Treasury
ION Treasury, a global provider of treasury and risk management solutions for corporations, financial institutions, and central banks, announced today that Oatly Group has selected IT2 as its new treasury and risk management system.
Moss Joins Forces with Klarna Kosma to Boost European Expansion, Driving Digitisation for SMEs
- 2 years 1 day ago
- Asset Management
Moss, the fast-growing European fintech, has today announced its partnership with Klarna's financial technology platform, Klarna Kosma, to solve one of the major pains that SME finance functions face: lack of control and visibility on corporate spend. The partnership marks the latest in a string of momentous events for Moss, which has been rapidly expanding in the European market since receiving $86m in Series B funding in early 2022.
Navian Finalist at Nordic PropTech Awards 2023
- 2 years 2 days ago
- Wealth Management
Swedish PropTech Navian has been nominated as one of four finalists for the Nordic PropTech Awards 2023 in the category "Invest & Finance”. The competition highlights and recognises the best new PropTech companies in the Nordic real estate industry. A jury of six people assesses successful work, a professional way of working and what results have been achieved during the last year.
Investment Platform Third Financial Helps New Wealth Manager to £500M
- 2 years 3 days ago
- Wealth Management
A UK wealth manager has grown its assets under management to more than £500 million with the support of investment platform Third Financial, becoming the North West’s largest independent discretionary manager. The firm is one of a series of high-profile client renewals for Third Financial.
Evelyn Partners Recruits New Partner as Head of Fraud and Financial Crime to Lead Forensic Investigations
- 2 years 5 days ago
- Wealth Management
Leading UK professional services firm Evelyn Partners today revealed a significant move to strengthen its Forensic Services team with the appointment of Annabel Kerley FCA as Head of Fraud and Financial Crime. As a Partner specialising in investigations Annabel will build and grow Evelyn Partners’ Forensic Services practice, working closely with David Alexander, Head of Forensic Services, and John Holden, Head of Forensic Technology.
Santander Goes Live with Planixs’ Realiti® Suite to Deliver Real-Time Cash and Liquidity Management
- 2 years 1 week ago
- Management
Planixs, the leading provider of real-time cash, collateral and liquidity management solutions, has announced today that G-SIB (Global Systemically Important Bank), Santander, has successfully gone live with its Realiti Software Suite to transform the bank’s liquidity management processes, including cash management, liquidity forecasting and risk mitigation.
Wylth® - India’s 1st Independent Multi-Asset Platform Garners ₹1,750 Crores of Assets in its First Month of Operations
- 2 years 1 week ago
- Asset Management
Wylth®, a cutting-edge technology platform, has recently been launched as India’s first Independent Multi-Asset platform for Independent Financial Advisors (IFAs). It offers a comprehensive digital platform with a vision to revolutionize the Financial Products Distribution business.
Wintrust to Expand its Investment Management Business, Enters into Agreement to Acquire North American Asset Management Units from Rothschild & Co
- 2 years 1 week ago
- Investment Management
Wintrust Financial Corporation (“Wintrust”) and Rothschild & Co announced they have entered into an agreement for Wintrust to acquire two asset management businesses from Rothschild & Co North America Inc. Wintrust’s subsidiary, Great Lakes Advisors, LLC, agreed to purchase Rothschild & Co Asset Management US Inc.
Compliance Systems Introduces New Treasury Management Solution
- 2 years 1 week ago
- Treasury
Compliance Systems, the financial industry’s leading provider of digital and dynamic compliance documentation, announced today the release of the industry’s first document solution for treasury management services, Simplicity Treasury Management. This cloud-based solution helps financial institutions streamline their treasury management operations and delivers highly configurable, cost-effective compliant content from a proven technology partner...
Broadridge Wins Two Awards at This Year’s Asset Servicing Times Industry Excellence Awards
- 2 years 1 week ago
- Asset Management
Broadridge Financial Solutions, Inc., a global Fintech leader, has won the Best Corporate Actions Technology and Best Asset Servicing Technology Product awards at this year’s Asset Servicing Times Industry Excellence Awards, an industry-renowned ceremony recognising the most influential names and businesses in the financial services market. These awards recognise Broadridge’s commitment to transforming proxy voting and the entire asset servicing... more
Northern Trust Names New Asia Pacific Head of Digital Assets Innovation
- 2 years 1 week ago
- Wealth Management
Northern Trust has hired Alvin Chia as its head of Digital Assets Innovation for Asia Pacific.
Spendesk Launches New Invoice Capabilities to Eliminate Time-consuming and Costly Manual Invoicing for SMBs
- 2 years 2 weeks ago
- Management
Spendesk launches its industry-first set of Invoice Automation features, bringing secure, one-click, end-to-end supplier payments to its 7-in-1 spend management solution. The new features relieve small and medium-sized businesses (SMBs) from the burden of invoicing by streamlining the process while providing full visibility and control through an easy-to-use interface.
