SIX Launches Tax on Instrument Service to Streamline Wealth Advisory Decisions
- 4 years 4 months ago
- Wealth Management
SIX today launches its “SIX Tax on Instrument” service to provide client advisors and portfolio managers in the Wealth Advisory industry with tax classifications on individual securities. The service allows users to analyse the tax consequences of financial products, to anticipate the tax-related costs of an investment on that security and to find better investment options.
Natwest Pledges £100Bn of Climate and Sustainable Funding and Financing
- 4 years 4 months ago
- Fund Management, Banking
The Springboard to Sustainable Recovery report finds 50% of UK’s carbon reduction can be delivered by SMEs Transition to net-zero could create up to 130,000 new jobs and around 30,000 new SMEs, as per the Springboard to Sustainable Recovery report NatWest targets £100 billion of Climate and Sustainable Funding and Financing for its customers by the end of 2025 and plans to launch SME green loan
Promex Selects Exberry as Core Matching Engine for Its Digital Marketplace for Physical Commodities
- 4 years 4 months ago
- Asset Management, Infrastructure
Exberry provides scalable infrastructure at the heart of ProMEX’ groundbreaking trading platform Exberry, the exchange technology pioneer, is providing its “Marketplace as a Service” technology at the heart of ProMEX, the digital marketplace for physical commodities. The new technology partnership will enable ProMEX to create new products and markets at speed, and securely offer trading in a wide variety of commodities in new ways.
Novus Launches Greater Good Award Programaward Program Aims to Support Institutions That Invest to Make the World a Better Place
- 4 years 4 months ago
- Asset Management, Data
Award program aims to support institutions that invest to make the world a better place
Total Expert and FinLocker Partner to Help Financial Institutions Provide a Personalized Path to Homeownership
- 4 years 4 months ago
- Personal Finance, Management, Technical
With Total Expert driving relationship engagement, FinLocker enables consumers to achieve goals through personalized communication from their financial institutions
SIX Launches Tax on Instrument Service to Streamline Wealth Advisory Decisions
- 4 years 4 months ago
- Wealth Management
SIX today launches its “SIX Tax on Instrument” service to provide client advisors and portfolio managers in the Wealth Advisory industry with tax classifications on individual securities. The service allows users to analyse the tax consequences of financial products, to anticipate the tax-related costs of an investment on that security and to find better investment options.
FindBob Collaborates With Raymond James Financial to Launch Its 'Practice Exchange' Platform for Financial Advisors
- 4 years 4 months ago
- Management, Insurance
New platform offers Raymond James financial advisors a one-stop location for M&A tools, prospective buyer/seller matching and succession planning education.
Black & Multi-Ethnic Community now catered for by Wealth8’s Digital Wealth Management Mobile App with ISA investment options
- 4 years 4 months ago
- Wealth Management
Wealth8, the new digital wealth management platform with a full-service mobile app, is providing access to global investment funds and diversified funds from the largest global asset manager, BlackRock Asset Management. Their service is aimed primarily at the black & multi-ethnic community being largely the African diaspora in the UK. The mobile app will also be made available to Africans living in major economies on the continent such as... more
Nord/LB Selects Planixs’ Real-Time Software Suite to drive Treasury Transformation Progra
- 4 years 4 months ago
- Management, Cloud, Data
Planixs, the leading provider of real-time, intraday cash, collateral and liquidity management solutions, has announced today that its Realiti® software suite has been selected by Nord/LB as the bank embarks on a digital transformation project to overhaul its treasury operations.
Keeping Data Safe During Online Investments
- 4 years 4 months ago
- Investment Management
People say the '20s are an age full of temptation. The temptation to shop for hype goods, hang out, travel, and eat anything is dramatically rising. Filling the temptation in the name of enjoying life often makes you forget about long-term plans. Finally, when you enter your 30s, you regret that decision, with the condition that there was not much investment and savings for the future.
Profile Software at TSAM London Live 2021 Showcasing its Award-winning Investment Management Platform
- 4 years 4 months ago
- Securities Services, Investment, Management
Profile Software, an international financial solutions provider, announced today its participation, at TSAM London 2021, the leading Summit for Asset Management in the financial domain, taking place on 13th October 2021 at Park Plaza Westminster Bridge, London, UK.
Inflationary Spiral Concerns as a Third of Businesses and Half of Construction Firms Face Price Hikes
- 4 years 5 months ago
- Wealth Management
Susannah Streeter, senior investment and markets analyst, Hargreaves Lansdown ‘’The anecdotes from truckers, turkey farmers, builders and bosses about escalating problems in the supply chain are far from isolated cases. Rising costs hitting industries across the board are backed up in the latest large scale survey from the ONS. The Business Insights research shows that almost a third of businesses (29%) questioned reported that the price of... more
Council of Europe Development Bank Adopts Bloomberg MARS Front Office to streamline risk management
- 4 years 5 months ago
- Asset Management, Banking, Risk Management
Bloomberg announced today that the Council of Europe Development Bank (CEB) has adopted its Multi-Asset Risk System, MARS Front Office, a robust and streamlined risk management system that enables the bank to assess the impact of trading activity on the risk profile of its books.
Jeremy Gzaiel Joins United Fintech From JP Morgan
- 4 years 5 months ago
- Asset Management, Fund Management, IT Innovations, People Moves
Jeremey Gzaiel has joined United Fintech’s London-based team as Senior Sales Executive, with a remit to grow the firm’s client base in French speaking territories.
CoinSwitch Kuber Raises USD 260 million in Series C funding from Coinbase Ventures and Andreessen Horowitz (a16z)
- 4 years 5 months ago
- Fundraising News, Asset Management, Cryptocurrencies
● With participation from both its Crypto and Growth funds, a16z is making its first investment in an Indian startup ● Coinbase Ventures joins a16z and existing investors Paradigm, Ribbit Capital, Sequoia Capital India and Tiger Global ● CoinSwitch Kuber has reached unicorn status and is now India’s largest crypto asset platform, valued at $1.9 billion serving 10 million+ Indian customers
