CICC Upgrades Wealth Management Strategy and Officially Launches “CICC Wealth Management” Brand
- 5 years 1 month ago
- Wealth Management
China International Capital Corporation Limited (CICC and “the Company”, 3908.HK) has just held the CICC Wealth Management Strategy Upgrade Conference 2019 in Shenzhen today under the theme of “Building Our Future through Partnerships, Achieving Life Goals to the Fullest” and announced the official launch of its wealth management brand “CICC Wealth Management”. More than 700 guests were invited, including government officials, regulatory... more
Two-thirds of organisations have no dedicated data function
- 5 years 1 month ago
- Management, Data
More than two thirds of organisations have no dedicated analytics or data science function, according to *1,000 respondents in an MHR Analytics poll. With *69% of organisations lacking internal data science expertise, data analytics specialist MHR Analytics has compiled the five best solutions to help organisations start to optimise their business intelligence and move on from manual spreadsheets.
ACA Compliance Group opens new office in Birmingham to expand European presence
- 5 years 1 month ago
- Risk Management
ACA Compliance Group (ACA) today announced the expansion of its European presence with the opening of a new office in Birmingham. From this new location, ACA will offer a full suite of services designed to strengthen and streamline financial services firms’ governance, risk and compliance arrangements.
Crypto Ratings Council nudging regulators to step up
- 5 years 1 month ago
- Asset Management
The recent announcement of the formation of a Crypto Rating Council (CRC) has been met with mixed feelings and confusion. Branded as a joint commitment “to responsible growth and maturation of cryptocurrency markets and related financial infrastructure and trading services”, as stipulated on its website, the CRC claims to be providing a system that simplifies US federal securities laws for the benefit of retail investors.
Wolters Kluwer Holds Annual Global Client Conference to Discuss Finance, Risk & Regulatory Reporting Trends
- 5 years 1 month ago
- Security and Compliance, Risk Management
Wolters Kluwer’s Finance, Risk & Reporting (FRR) business is holding its annual Client Conference in Cascais, just outside Lisbon, this week. The event, which takes place between October 9th and 11th, brings together the firm’s valued clients globally to discuss finance, risk and regulatory reporting trends and challenges.
Broadridge Adds Sisense Analytics to Buy-side Revenue and Expense Management Capabilities
- 5 years 1 month ago
- Asset Management, Wealth Management, Banking, Data
Broadridge Financial Solutions, Inc. (NYSE:BR), a global Fintech leader and Sisense, a leading platform for analytics builders, announced the incorporation of Sisense’s embedded data analytics into Broadridge’s revenue and expense management application.
Multi-Family Office Forthlane Partners Chooses d1g1t as its Enterprise Wealth Management Platform
- 5 years 1 month ago
- Management, Wealth Management
d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics & risk management tools, today announced that Forthlane Partners has chosen d1g1t as its advisory platform to manage the entire wealth advisory life cycle. This will enable them to deliver exceptional advisory services, provide better client and business insights, and streamline business processes.
Cashflow Driven Investment becomes a reality as allocation doubles over 18 months, says RiskFirst
- 5 years 1 month ago
- Asset Management, Consultancy
The average allocation to CDI eligible assets, such as infrastructure, private and multi-asset credit, has more than doubled since the beginning of 2018, concludes the study. This trend is driven by increasing allocations to infrastructure investments and a reduction in traditional return-seeking investments, such as equities.
Blockchain Hires Former Blackrock, Goldman Sachs Exec to Drive Legal and Operational Excellence
- 5 years 1 month ago
- Blockchain, Asset Management
Blockchain, the leading provider of cryptocurrency products including the world’s most popular crypto wallet, has hired former Blackrock (NYSE:BLK) and Goldman Sachs (NYSE:GS) executive Howard Surloff to advance the gold standard for legal, compliance, and corporate governance within the cryptocurrency industry. Surloff brings over 25 years of executive experience to Blockchain’s Executive Team as its new General Counsel.
Integral announces a 10.4% increase in year over year average daily volumes
- 5 years 1 month ago
- Management
Integral (www.integral.com), the technology partner trusted by leading banks, brokers, and asset managers to help them outperform their competition in the foreign exchange market, reported today average daily volumes (ADV) across Integral platforms totaled $37.3 billion in September 2019. This represents an increase of 8.1% compared to August 2019 and 10.4% compared to September of last year.
Royal London Asset Management selects TradingScreen to drive returns for investors
- 5 years 1 month ago
- Trading Systems, Asset Management
TradingScreen (TS), the multi-asset order and execution management system (OEMS), today announces it has been selected by the U.K. investment management firm, Royal London Asset Management (RLAM), to drive better returns for investors. The partnership will allow RLAM to trade across multi-asset classes within its £130 billion portfolio via one centralised platform, offering greater operational efficiencies and therefore more time to focus on... more
Objectway signs with vdk bank to enhance their advisory and portfolio management capabilities
- 5 years 1 month ago
- Asset Management, Investment Management, Wealth Management
Objectway, a leader in the Digital Wealth, Investment & Asset Management sector, and vdk bank announced today that they agreed to implement two components of Objectway’s WealthTech Suite: Portfolio Manager will provide portfolio management, branch-based advisory and execution-only capabilities; whilst Investor Portal will enable web apps for end-clients for self-directed investment management at a later stage.
Asset Managers Embrace the Cloud for Data Management as Industry Passes Tipping Point, Says IHS Markit
- 5 years 2 months ago
- Asset Management
IHS Markit (NYSE: INFO), a world leader in critical information, analytics and solutions, today released the findings of research conducted by WBR Insights looking at key trends in data management among asset managers in Europe and North America with $10-100 billion in assets under management (AUM).
Amundi expands Prime ETF Range with USD Investment Grade Corporate Bond ETF tracking Solactive Index
- 5 years 2 months ago
- Asset Management
Amundi’s Prime ETF range endures an expansion. On Tuesday, 24th of September, 2019, Europe’s leading asset management company launches its tenth Prime Range ETF – all ETFs are tracking Solactive indices exclusively – to enhance its offering of price-competitive benchmark ETFs. The new ETF focuses on investment-grade US Corporate bonds, tracking one of Solactive’s flagship indices: the Solactive USD Investment Grade Corporate Bond Index. Like its... more
Objectway at #79 in the 2019 IDC Fintech Rankings by IDC Financial Insights
- 5 years 2 months ago
- Asset Management, Wealth Management
Objectway, a leading provider in the Digital Wealth, Investment & Asset Management sector, announced they have ranked #79 on the 2019 IDC FinTech Rankings. This is the fifth consecutive year Objectway have appeared on this prestigious list. The Fortune 500-style ranking categorises and evaluates the top global providers of financial technology based on calendar year revenues from financial institutions.
