Private Markets Access Platform Launches at IPEM
- 1 year 7 months ago
- Wealth Management
Private Markets Alpha (PM Alpha), the recently launched company dedicated to improving access to private markets for the global wealth management industry, has announced it is officially launching its new platform at the
intelliflo’s RedBlack Wins 2022 WealthManagement.com Industry Award for Rebalancing
- 1 year 7 months ago
- Wealth Management
Last night was intelliflo’s first time at the Wealthie awards and we’re excited to have won the 2022 WealthManagement.com Industry Award (‘Wealthie’) for Rebalancing for our RedBlack solution.
FNZ to Acquire German Wealthtech Diamos
- 1 year 7 months ago
- Wealth Management
FNZ, the global wealth management platform, today announced that it has agreed to acquire DIAMOS AG, the specialised wealthtech provider for the asset and wealth management industry, to further enhance its global wealth management platform. The acquisition will strengthen FNZ’s global client proposition by adding advanced product and service solutions to its existing end-to-end wealth management platform.
Northern Trust Bolsters Digital Solutions Consulting Team
- 1 year 7 months ago
- Wealth Management
Northern Trust has named Benjamin Bobroff as the new global head of its Digital Solutions Consulting team within its Asset Servicing business development division and made three senior appointments supporting the continued strategic focus and investment in digital innovation.
UnionBank Partners with Avaloq to Transform its Wealth Management Platform
- 1 year 8 months ago
- Wealth Management
UnionBank continues the digital transformation of its wealth management business with the Avaloq Core Platform. This will help the bank to stay ahead of the technology curve as the financial industry continues to digitalize in the pursuit of greater efficiency and innovation.
Kingswood Continues Recruitment Drive with Two New Financial Adviser Hires
- 1 year 8 months ago
- Wealth Management
Kingswood Holdings Limited, the international, fully integrated wealth and investment management group, is pleased to announce the appointment of Jade Rose and Max Sullivan as financial advisers, based at the firm’s London and Kent offices respectively.
Fintech App Dinero Encourages Young Indians to Build Wealth; Launches its Beta App on Google Play Store
- 1 year 8 months ago
- Wealth Management
Dinero, India's first rewards-on-investment platform, aimed at young Indians, announced the launch of its beta version of its app today. The app is exclusively available on Google Play Store.
TrueLayer and WealthOS Partner to Bring In-app Payments to Wealth Management Products
- 1 year 8 months ago
- Wealth Management
TrueLayer, Europe’s leading open banking platform, today announces its partnership with WealthOS, the innovative SaaS platform that accelerates digital adoption and innovation for wealth managers.
ATRAM to Launch Digital Wealth Management Platform with additiv
- 1 year 9 months ago
- Wealth Management
ATRAM Trust Corporation (ATRAM), the largest independent asset and wealth manager in the Philippines, today announced that it has signed a strategic partnership with additiv, a leading global wealthtech platform provider.
GVC Gaesco, Key Partner of FNZ Global Wealth Management Platform in Spain
- 1 year 9 months ago
- Wealth Management
GVC Gaesco is reaffirming its commitment to strengthening the digitalisation process of investment services. As such, the Spanish financial group has signed a key partnership with FNZ, a leading global wealth management platform, under its unique platform-as-a-service model, to develop a new digital solution for Investment Services.
FNZ Acquires Swiss Private Banking Technology Company New Access
- 1 year 9 months ago
- Wealth Management
FNZ, the global wealth management platform, has acquired New Access, a specialized private banking technology firm primarily active in the markets of Switzerland, Liechtenstein and Luxembourg. These markets are key to serving and administering client wealth globally and will support FNZ in delivering on its promise to open up wealth and serve the US$240 trillion global wealth market.
FIS Expands Wealth Offerings in the United Kingdom with New Pension Services
- 1 year 9 months ago
- Wealth Management
Financial technology leader FIS® has announced it has enhanced its wealth management solutions with the addition of self-invested personal pension (SIPP) servicing in the United Kingdom. By launching retirement services in the U.K., FIS is greatly expanding its offerings to wealth managers in this market.
Wealthtech Tifin Acquires SharingAlpha
- 1 year 9 months ago
- Wealth Management
US wealthtech platform Tifin has acquired SharingAlpha, a fund rating platform consisting of a community of more than 15,000 professional fund investors and analysts across the world. Co-founded six years ago by two Israeli brothers, Oren and Yuval Kaplan, SharingAlpha offers professionals the opportunity to build their own track record for fund selection and asset allocation capabilities.
Banco Sabadell, Miami Branch Extends Partnership with Wealth Dynamix to Further Extend its Commitment to Providing Exceptional Client Lifecycle Management
- 1 year 9 months ago
- Wealth Management
Wealth Dynamix today announces Banco Sabadell, Miami Branch and Wealth Dynamix, have extended their working partnership for a further five years, heralding a decade-long commitment to the delivery of end-to-end client lifecycle management for HNW and UHNW individuals. This extended partnership is a move that cements Wealth Dynamix as a core technology provider within Banco Sabadell, Miami Branch’s technology infrastructure.
Objectway Suite named Best Wealth Management Solution
- 1 year 9 months ago
- Wealth Management
Objectway, a global wealth, banking & asset management software provider, achieved its ninth consecutive awards recognition – the fourth in a row as “Best Wealth Management Solution” – by Goodacre, the UK leading specialist consultancy for the securities industry.
