JHC launches cloud solution for wealth managers
- 4 years 9 months ago
- Wealth Management
Wealth management fintech firm JHC Systems (JHC), has appointed Alan Cole as Head of Cloud and Operations to deliver its Software-as-a-Service (SaaS) solution for wealth managers. Previously holding positions at Finastra and Temenos, Alan brings unrivalled experience running Cloud Operations for financial institutions globally across banking, wealth and investment management. JHC’s SaaS offering will allow clients to benefit from the continuous... more
Wealthify Deploys Money Dashboard Aggregation App
- 4 years 9 months ago
- Wealth Management
Money Dashboard, the free personal finance app has released an integration with robo-investor Wealthify, enabling users to view the details of their investment accounts alongside the other current, credit and savings accounts they hold.
Refinitiv Acquires Scivantage Creating Next-Generation Digital Wealth Management Solutions
- 4 years 9 months ago
- Wealth Management, Data, M&A Deals
Today Refinitiv has continued its commitment and investment in the wealth management industry with the acquisition of Scivantage, a trusted Software as a Service (SaaS) innovator in the fintech market. The acquisition of Scivantage represents the next step in Refinitiv’s journey to create next-generation digital wealth management solutions, providing clients with the data, technology and insight needed to empower better decisions and user... more
SimCorp launches new machine learning initiative with start-up, Alkymi
- 4 years 9 months ago
- Investment Management
SimCorp targets institutional investment challenges with new machine learning initiative, in partnership with Alkymi.
GDF Supercharges Global Regulatory Affairs Capability With New Partnership & Four Senior Appointments
- 4 years 9 months ago
- Asset Management
Global Digital Finance (GDF), the industry body advocating and accelerating the adoption of digital assets, today announces its partnership with Washington-based advisory and advocacy firm FS Vector, along with four new senior appointments to supercharge its global policy and regulatory affairs capability.
Self Raises $20M in Series C Funding to Bring Innovative Savings and Credit-Building to Millions More Americans
- 4 years 9 months ago
- Fund Management, FinTech StartUps
Self, a leading fintech startup offering people a way to build their credit while also saving money, today announced a $20 million round of Series C financing, co-led by Altos Ventures and Conductive Ventures.
43% of pension schemes are ill-equipped to report on their ESG policy
- 4 years 9 months ago
- Asset Management, Custody, Fund Management
More than two fifths (43%) of UK based trustees and pension managers do not feel properly equipped to monitor and report on their pension schemes’ ESG policy to a high standard, according to analysis from the UK pensions side of the asset servicing bank, CACEIS. From the 1st of October 2019, new UK legislation has required trustees to outline how they approach financially material factors, including ESG and climate change considerations, into... more
Aegon UK goes live on thinkFolio Managed Service from IHS Markit to support its new multi-asset fund range
- 4 years 9 months ago
- Asset Management
IHS Markit (NYSE: INFO), a world leader in critical information, analytics and solutions, today announced that Aegon UK, one of the world's leading providers of life insurance, pensions and asset management, is live on the thinkFolio Managed Service platform.
Washington Trust Bank Expands Partnership to Baker Hill NextGen
- 4 years 9 months ago
- Investment Management, Risk Management, Alternative Finance
Baker Hill, the leading financial technology provider in delivering solutions for common loan origination, risk and relationship management, CECL, and smart data analytics, today announces a renewed partnership with Washington Trust Bank. Washington Trust Bank will be migrating to Baker Hill NextGen®, Baker Hill’s unified solution that streamlines loan origination and portfolio risk management for commercial, small business and consumer lending.
Copper raise $8m to expand in U.S and Asia
- 4 years 9 months ago
- Custody
Copper.co, the London-based custodian for digital assets, has raised a USD $8 million Series A to grow globally by expanding its commercial team and launching new products.
Digital proxy voting to bring greater transparency, efficiency to Australian AGMs in 2020
- 4 years 9 months ago
- Investment Management, Infrastructure
Digital proxy voting by institutional investors is expected to become a bigger focus at Annual General Meetings in 2020 after the successful deployment in Australia of Citi’s ProxymitySM voting platform, in collaboration with Computershare, during the recent AGM season. In its first large-scale adoption in Australia in late 2019, Proxymity was employed for 561 Australian shareholder meetings with votes covering A$86 billion (US$58 billion)... more
Wolters Kluwer Wins FinTech Awards for OneSumX CPM for Regulatory Change Management and Operational Risk
- 4 years 9 months ago
- Risk Management, Security
Wolters Kluwer’s Compliance Program Management (CPM) business has won two major awards for its OneSumX CPM for Regulatory Change Management and OneSumX CPM for Operational Risk software, winning “Solution of the Year” accolades in Finance Monthly magazine’s hotly contested FinTech Awards 2020. Finance Monthly is a global publication from the Universal Media stable, providing news, comment and analysis, distributed to more than 195,000 people... more
Wolters Kluwer’s Governance, Risk & Compliance Division Voted Global Employer of the Year for Financial Technology
- 4 years 9 months ago
- Risk Management
Wolters Kluwer’s Governance, Risk & Compliance (GRC) division has won three major accolades, recognizing it as a “Global Employer of the Year”. The awards, all decided by independent editorial panels, “celebrate Wolters Kluwer GRC as an employer that values it’s staff, recognizes and promotes talent from within and fosters a collaborative and high-performing culture,” according to a statement from the company.
UBS partners with clients to design new UBS Financial Services iPhone app
- 4 years 9 months ago
- Wealth Management
UBS Wealth Management USA has launched an entirely redesigned UBS Financial Services iPhone® app (”the app”) in close collaboration with UBS clients and financial advisors. The new app is designed to help clients gain a more complete picture of their total wealth, and get insights and research in new ways through their mobile device. “At UBS, we’re proud to give clients an all-new experience that reflects their immediate and future financial ... more
FNZ has secured investment from Temasek
- 4 years 9 months ago
- Investment Management
FNZ, the global platform-as-a-service provider, has secured an investment from Temasek, a global investment company headquartered in Singapore. FNZ, which specialises in wealth management technology and serves many of the world’s largest financial services companies, will benefit in particular from Temasek’s significant presence and experience in Asia as it looks to grow its business in the region over the coming years.
