Evelyn Partners Recruits New Partner as Head of Fraud and Financial Crime to Lead Forensic Investigations
- 1 year 5 months 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.
Northern Trust Names New Asia Pacific Head of Digital Assets Innovation
- 1 year 5 months ago
- Wealth Management
Northern Trust has hired Alvin Chia as its head of Digital Assets Innovation for Asia Pacific.
Navian’s Chosen as One the Top Swedish PropTech
- 1 year 5 months ago
- Wealth Management
Navian has been selected as one of the three PropTech companies representing Sweden at Propel by MIPIM this week in New York. The Swedish association PropTech Sweden, sponsoring Propel by MIPIM in New York between 9-11th November, has chosen Navian as one of the PropTech companies to watch out for in the Swedish PropTech ecosystem. Moreover, they have also selected Navian to represent Sweden in the event.
Envestnet and FNZ Partner to Launch Seamless, End-to-end Digital Solution in the U.S. Also to Integrate and Distribute Envestnet’s Wealth Data Platform Internationally
- 1 year 5 months ago
- Wealth Management
Envestnet, Inc., a leading provider of intelligent systems for wealth management and financial wellness, today announced that it is partnering with FNZ, a leading global wealth platform, to create a fully digital, integrated wealth management experience for the U.S. market.
Bespoke Client Apps Now In-reach for More Advisers, with New Partnership
- 1 year 5 months ago
- Wealth Management
A partnership announced today allows wealth managers and financial advisers to launch their own-branded, multi-function app for clients – without the need for external consultants or costly ongoing overheads. The first example of the Third Financial and moneyinfo strategic partnership is the Kingswood Go app, which integrates Third’s investment platform service and moneyinfo’s advanced client experience software.
Nine Nut of 10 Wealth Management Clients Want Access to Private Markets, as They Seek to Mitigate Political Risk from Portfolios
- 1 year 6 months ago
- Wealth Management
Private markets are now a core component of a holistic wealth management service, with 94% of firms either already offering clients access to these investments or working towards it. As public markets have remained highly volatile in 2022, 65% of firms have transacted more than five alternative assets deals in the last 12 months, with 38% of managers involved in more than 20 deals.
Mintus Announces Partnership with Amicorp to Expand Global Reach
- 1 year 6 months ago
- Wealth Management
Mintus, the fractional art investment platform, today announced its first major partnership in the discretionary fund management and wealth management sector as it seeks to expand its global reach.
Evelyn Partners Strengthens Bestinvest Commercial Team Following Transformation to Hybrid Platform
- 1 year 6 months ago
- Wealth Management
Leading UK wealth manager Evelyn Partners has invested further in its revamped retail investing platform Bestinvest with a number of strategic marketing and commercial appointments.
Third Financial Pushes to Modernise Advice Sector with 2-way Intelliflo Integration
- 1 year 6 months ago
- Wealth Management
Third Financial, the investment platform trusted by more than 70 wealth managers and IFAs, has developed a market-leading 2-way integration with intelliflo office (io), as part of Third’s efforts to help advisers simplify and scale their businesses.
Delio Achieves Double Award Success at Fintech Awards Wales 2022
- 1 year 6 months ago
- Wealth Management
Delio has been named Fintech Exporter of the Year and Fintech Company of the Year at the Fintech Award Wales 2022. The awards, which celebrate the achievements of companies and individuals operating within Wales’ thriving fintech ecosystem, took place in front of a capacity audience at Tramshed in Cardiff on 6 October.
Azentio Software Wins Best Wealth & Investment Technology Company Award at MEA Finance’s Wealth & Investment Summit & Awards
- 1 year 6 months ago
- Wealth Management
Azentio Software (“Azentio”), a Singapore-headquartered technology firm owned by funds advised by Apax Partners, announced today that it has won the ‘Best Wealth & Investment Technology Company’ award at the Wealth & Investment Summit & Awards 2022, for the MFund PlusTM Investment Management Suite, its flagship software product for capital markets.
Liminal is Now the Preferred Custodial Partner for Web3 Aggregator Platform ‘UniFarm’
- 1 year 6 months ago
- Wealth Management
Wallet operations infrastructure platform ‘Liminal’ announced a partnership with Web 3 aggregator ‘UniFarm’. As a part of this association, UniFarm and its partner projects will get access to Liminal’s Digital Asset custody services to manage their assets and day-to-day transactions. In addition, Liminal will also be offering benefits up to USD 60,000 to these projects and cohorts associated with Unifarm.
TripActions Launches Global Rapid Reimbursements in Nearly 30 Currencies Across More than 45 Countries
- 1 year 6 months ago
- Wealth Management
TripActions, the all-in-one travel, corporate card, and expense management solution, today launched global rapid reimbursements through TripActions Liquid™, a new feature enabling quick reimbursements for out-of-pocket expenses made in nearly 30 currencies across more than 45 countries. The innovative feature eliminates the inconvenience and frustration of waiting to be reimbursed through payroll — a process that can often take months for... more
Northern Trust Creates New Leadership Role within Digital Assets and Financial Markets Group
- 1 year 7 months ago
- Wealth Management
Northern Trust today announced the appointment of Michael Buzza as global head of Network Management & Market Strategy. Buzza, previously EMEA head of Market Advocacy and Innovation Research, will oversee the teams dedicated to providing market access and insights across the traditional securities services markets within the Digital Assets and Financial Markets group.
Adhesion Wealth Wins Two WealthManagement.com Industry Awards
- 1 year 7 months ago
- Wealth Management
Adhesion Wealth® won two awards at the eighth annual WealthManagement.com Industry Awards on Sept. 8, taking home honours for excellence in Model Marketplaces in the Technology Providers category, and as RIA Innovator of the Year in the Individual RIA Firm Leaders category for President Barrett Ayers.
